Tax Launch Kit · $497 or 3 × $179
Everything in the Tax Template Vault, plus the roadmap, SOPs, pricing guide and marketing calendar to launch on your own — in order.
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 problem
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
How it works
01
Pay $497 in full or start with $179 today and two more payments at 30 and 60 days.
02
The roadmap and every Vault template are in My Box immediately.
03
Work through the 12-week roadmap and tick off each step as you go.
04
Launch booking, run your SOPs and track results with the KPI tracker.
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
One-time, or 3 payments of $179
Digital products are final sale. Refund policy
Compare
Tax · Templates
$97
One-time · instant portal access
You’re here
$497
One-time, or 3 payments of $179
Tax · Most popular
$1,697
Early-bird price through October 31, 2026 · or 3 payments of $597
Tax · Done-with-you
$5,000
Paid in full, or two payments of $2,750
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.