Lux Tax Business in a Box
Templates, systems, websites, CRM, and implementation support for new and growing tax preparers.
Tax-season early bird: $300 off Tax Business in a Box Complete — $1,697 or 3 payments of $597 through October 31, 2026.
See CompleteThe roadmap
01
PTIN and EFIN, plus your state’s preparer rules.
02
Software, WISP, forms, consents and workflow.
03
A site that explains services, pricing and booking.
04
Google Business Profile, referrals, partnerships and social.
05
Intake → prep → review → e-file → delivery.
Choose your level
Tax · Templates
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
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
The Tax Launch Kit plus a branded website, CRM setup and 30 days of group support before tax season.
$1,697
Early-bird price through October 31, 2026 · or 3 payments of $597
ExploreTax · Done-with-you
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 $497.
Why Lux
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
PTIN → EFIN → software → pricing → marketing. The order to set things up so you’re ready before the IRS opens filing season.
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.