Tax Launch Kit · $497 or 3 × $179
Tax Business Launch Kit: Your Step-by-Step Path to Tax Season
Everything in the Tax Template Vault, plus the roadmap, SOPs, pricing guide and marketing calendar to launch on your own — in order.
The problem
Templates alone don’t tell you what to do first
Starting a tax business means juggling credentials, software, security, pricing and marketing at the same time — with a hard deadline. The IRS opens filing season in late January, EFIN applications can take up to 45 days, and clients start booking in December. If you do things out of order, you end up with a website but no EFIN, or an EFIN but no clients.
The Launch Kit puts everything in sequence. Weeks 1–2 are credentials. Weeks 3–4 are your office: software, your Written Information Security Plan, bank account and bookkeeping. Weeks 5–6 are forms and pricing. Weeks 7–8 are your website and Google Business Profile. Weeks 9–12 are partnerships, referrals, social content and a pre-booking campaign — ending with a dry run so your first real appointment isn’t your practice run.
Every step points to the exact template you need from the Vault, so you’re never guessing which document goes with which task.
What’s included
Everything in the Tax Launch Kit
The full Tax Template Vault
- 10 client onboarding forms and letters
- 10 business setup and operations documents
- 12 sales and marketing templates
- 8 growth planners and trackers
PTIN & EFIN roadmap
- IRS account and PTIN application
- State requirement check
- e-Services identity verification
- e-File application, fingerprinting and timeline
Office SOPs & client workflow
- Intake → prep → review → e-file → delivery
- Quality review checklist
- Rejection handling
- Client workflow map from inquiry to referral
Pricing & marketing
- Pricing guide and sample fee schedule
- Tax-season marketing calendar (Oct–Apr)
- Weekly marketing actions
- Video walkthroughs
Who it’s for
- New preparers who want a clear order of operations
- Self-starters comfortable building their own site and systems
- Credit professionals adding tax as a year-round revenue line
- Anyone starting in the fall who wants to be ready by January
Who it’s not for
- People who want their website and CRM done for them (see Complete)
- Anyone seeking tax advice on specific returns
- Buyers expecting guaranteed income or a set number of clients
- Anyone hoping to skip the PTIN, EFIN or state registration
How it works
From checkout to tax season
01
Choose your payment
Pay $497 in full or start with $179 today and two more payments at 30 and 60 days.
02
Open your portal
The roadmap and every Vault template are in My Box immediately.
03
Follow the weeks
Work through the 12-week roadmap and tick off each step as you go.
04
Open for season
Launch booking, run your SOPs and track results with the KPI tracker.
Upgrade when you’re ready
If you’d rather have your website and CRM set up for you, with 30 days of group support before tax season, Tax Business in a Box Complete includes everything in the Launch Kit. Just need templates? Start with the Tax Template Vault for $97.
Investment
Tax Launch Kit — $497
One-time, or 3 payments of $179
Digital products are final sale. Refund policy
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Choose your level
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.