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.
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
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
Done-for-You Tax Websites
Website detailsLux CRM for Tax Pros
Lead pipeline, appointment booking, document-request reminders, review requests and tax-season follow-up.
Tax Software
Professional tax preparation software: federal and state individual returns, e-filed through your own EFIN, for one flat license price.
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Compare tax packages
| Included | Tax Template Vault | Tax Launch Kit | Complete | Tax 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.