Start Your Tax Business | 2026 Edition

A step-by-step digital resource for aspiring tax professionals who want to understand the foundations of starting a tax preparation business.

Covers PTIN and EFIN basics, business setup, software considerations, secure client intake, service pricing, client acquisition, workflow, ethics, and a 30-day launch plan. Includes checklists and business worksheets.

Educational digital product: This resource is for general educational purposes and does not replace legal, tax, or regulatory advice. No physical item will be shipped.