Bundle & save $497
Run a credit business and a tax business from one system — both Complete packages, one CRM, one website and 30 days of group support. $3,497 or 3 payments of $1,197.
What’s included
Why combine
Tax clients are natural credit clients. When you prepare someone’s return you already know their situation and they already trust you. Many ask about credit and business credit once their return is filed — the bundle gives you a respectful, separate path to offer it.
Year-round revenue instead of seasonal. Tax work peaks from January to April. Credit services run all year. Together they smooth out the slow months. (Results depend on your own work — we don’t promise income.)
One system to run both. One CRM with two pipelines, one website with both service lines, one set of SOPs. Less software, less admin, one brand.
Compare
| Included | Credit Business in a Box $2,500 | Tax Complete $1,997 | Bundle $3,497 |
|---|---|---|---|
| Credit business templates, SOPs & roadmap | |||
| Tax Template Vault & PTIN/EFIN roadmap | |||
| Branded website | |||
| CRM setup | |||
| Credit and tax pipelines in one CRM | |||
| Credit and tax service pages on one site | |||
| 30 days of group support |
Explore each on its own: Credit Business in a Box · Tax Business in a Box Complete
Investment
One-time, or 3 payments of $1,197
Digital products are final sale. Refund policy
Questions, answered
Clear answers to help you choose the right level of support.
Lux Financial Clinic provides business templates and training for tax professionals. We do not provide tax, legal, or accounting advice. Tax preparers are responsible for meeting IRS and state requirements.
You need a PTIN to prepare federal returns for pay and an EFIN to e-file. Our products do not replace either. Some states have their own registration, exam or education rules — check your state’s requirements on IRS.gov. Earnings are not guaranteed. Digital products are final sale — see our refund policy.