Tax Preparation Business Startup Guide
A step-by-step blueprint to start, run, and grow a profitable, compliant tax-preparation business. This 18-chapter guide covers the PTIN/EFIN/AFSP credentialing path, Form 8867 due-diligence rules, and client-data security — plus working templates to run it with.
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What It Covers
The PTIN, EFIN, AFSP, and representation-rights credentialing path, laid out step by step. Form 8867 due-diligence compliance and WISP/cybersecurity requirements for handling client tax data. Engagement pricing and a client-intake workflow built for tax season.
Working Templates Included
- Startup budget worksheet
- Launch readiness scorecard
- Prospect qualification sheet
- Return close checklist
- Pricing review worksheet
- Annual compliance checklist
This guide gives you the framework. The full Tax Preparation Business Plan ($27) adds a season setup calendar for EFIN, PTIN and software, a due-diligence review log, a written security plan checklist, a return pricing worksheet, and an off-season expansion plan. See what’s inside the plan →