Tax resources
Practical guides for new and growing tax preparers. Business education only, not tax advice.
Free download
PTIN → EFIN → software → pricing → marketing. The order to set things up so you’re ready before the IRS opens filing season.
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.