Download the blueprints, checklists, and templates referenced in the training. Everything you need to launch and grow your tax business — in one place.
The complete step-by-step roadmap for launching and growing your tax preparation business — from PTIN registration to your first 25 clients.
A proven marketing blueprint to help you attract clients, generate referrals, and build a recognizable brand — includes a 30-day content calendar.
A professional intake packet template to streamline your client onboarding process and ensure you collect everything you need for accurate filings.
Your essential homework checklist covering everything you need to become a confident, successful tax preparer — from credentials to client trust.
A tactical guide to acquiring your first 25 tax clients through networking, referrals, and community outreach — with weekly milestones.