Lux Tax Business in a Box
Tax Business in a Box: Start and Grow a Tax Preparation Business
Templates, systems, websites, CRM, and implementation support for new and growing tax preparers.
The roadmap
Five steps to your first tax season
01
Get Credentialed
PTIN and EFIN, plus your state’s preparer rules.
02
Set Up Your Office
Software, WISP, forms, consents and workflow.
03
Build Your Brand & Website
A site that explains services, pricing and booking.
04
Get Clients
Google Business Profile, referrals, partnerships and social.
05
Run Tax Season
Intake → prep → review → e-file → delivery.
Choose your level
Tax products
Tax · Templates
Tax Template Vault
40+ original templates, forms, scripts, SOPs, social posts and lead magnets for new and growing tax preparation businesses.
$97
One-time · instant portal access
ExploreTax · Do-it-yourself launch
Tax Launch Kit
The Tax Template Vault plus a step-by-step PTIN and EFIN roadmap, office SOPs, client workflow, pricing guide and marketing calendar.
$497
One-time, or 3 payments of $179
ExploreTax · Most popular
Tax Business in a Box Complete
The Tax Launch Kit plus a branded website, CRM setup and 30 days of group support before tax season.
$1,997
One-time, or 3 payments of $697
ExploreTax · Done-with-you
Tax VIP Implementation
Done-with-you setup of your whole tax business: brand, website, CRM, workflows, marketing plan and launch support.
$5,000
Paid in full, or two payments of $2,750
ExploreAlready in credit repair? Bundle Credit + Tax and save $1,000.
Need the software itself? Professional tax software — $1,500 flat.
Why Lux
Real tax-business content, not recycled templates
Most “tax business in a box” offers are credit repair templates with a new label. Ours is built around what a tax preparation business actually runs on: engagement letters, intake questionnaires, Section 7216 consent templates, a Written Information Security Plan, a PTIN and EFIN roadmap, and a season calendar from October to April.
Start with the Vault if you only need the paperwork. Choose the Launch Kit for a guided, do-it-yourself setup. Choose Complete if you want your website and CRM handled too, or VIP if you want us to build it with you.
New to the field? Read our guide: How to Start a Tax Preparation Business (2026 Guide).
Free download
Free Tax Business Startup Checklist
PTIN → EFIN → software → pricing → marketing. The order to set things up so you’re ready before the IRS opens filing season.
Questions, answered
Before you build
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.