LLUXFinancial Clinic

Tax pricing

Tax Business Pricing

Clear prices, real payment plans and no crossed-out numbers. Start with templates or have the whole business built with you.

Get Tax Business in a Box CompleteBundle & Save with Credit

Tax-season early bird: $300 off Tax Business in a Box Complete — $1,697 or 3 payments of $597 through October 31, 2026.

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Tax · Templates

Tax Template Vault

$97

One-time · instant portal access

  • 10 client onboarding forms and letters
  • 10 business setup and operations documents, including a WISP template
  • 12 sales and marketing scripts, templates and lead magnets
  • 8 growth planners and trackers
  • Instant access in your My Box portal
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Tax · Do-it-yourself launch

Tax Launch Kit

$497

One-time, or 3 payments of $179

  • Everything in the Tax Template Vault
  • Step-by-step PTIN and EFIN roadmap
  • Office SOPs and client workflow
  • Pricing guide and sample fee schedule
  • Tax-season marketing calendar
  • Video walkthroughs
ChooseDetails

Most Popular

Tax Business in a Box Complete

$1,697

Early-bird price through October 31, 2026 · or 3 payments of $597

  • Everything in the Tax Launch Kit
  • Branded tax preparer website
  • Lux CRM setup for tax pros
  • 30 days of group support before tax season
ChooseDetails

Tax · Done-with-you

Tax VIP Implementation

$5,000

Paid in full, or two payments of $2,750

  • Brand direction
  • Website build
  • CRM and workflow setup
  • Marketing plan
  • Launch support
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Done-for-You Tax Websites

Landing Page$297 →
5-Page Site$697 →
Site + Client Portal & Booking Funnel$997 →
Website details

Lux CRM for Tax Pros

Lead pipeline, appointment booking, document-request reminders, review requests and tax-season follow-up.

Monthly$47 per month →
Yearly$397 per year →
Bundle & Save: Credit + Tax Business in a Box Complete — $3,497 or 3 payments of $1,197. See the bundle

Side by side

Compare tax packages

IncludedTax Template VaultTax Launch KitCompleteTax VIP Implementation
40+ tax templates, forms & scripts
PTIN & EFIN roadmap
Office SOPs & client workflow
Pricing guide & marketing calendar
Branded tax preparer website
Lux CRM setup
30 days of group support
Done-with-you brand, workflows & launch

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.

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