Most popular · $1,697
Templates, a guided launch roadmap, a branded website, CRM setup and 30 days of group support — so you open for tax season with a real business behind you.
Tax-season early bird: $300 off Tax Business in a Box Complete — $1,697 or 3 payments of $597 through October 31, 2026.
See CompleteWhy Complete
New tax preparers usually get stuck in the same place: they have the credentials and a few forms, but no way for clients to find them, book them, or send documents securely. The first season becomes a scramble of text messages, missed follow-ups and lost paperwork.
Complete solves the whole setup. You get the entire Tax Launch Kit — the 40+ item Template Vault, the PTIN and EFIN roadmap, office SOPs, pricing guide and marketing calendar. Then we build the parts most people struggle with: a branded tax preparer website that explains your services and pricing and takes bookings, and a Lux CRM set up with your lead pipeline, appointment booking, document-request reminders and review requests.
For 30 days before tax season you also get group support: live sessions to ask questions about your setup, workflow and marketing. (Group support covers the business — it is never tax advice on returns.)
What’s included
How it works
01
Pay in full or choose 3 payments. Your portal opens immediately.
02
Within 1 business day we send your branding and services form.
03
We build your website and CRM while you follow the launch roadmap.
04
Join 30 days of group support and open for tax season.
Tax clients often ask about credit, and credit clients need their taxes done. The Credit + Tax Business in a Box bundle gives you both Complete packages with one CRM and one website for $3,497 — $497 less than buying both.
Investment
Early-bird price through October 31, 2026 · or 3 payments of $597
Digital products are final sale. Refund policy
Compare
Tax · Templates
$97
One-time · instant portal access
Tax · Do-it-yourself launch
$497
One-time, or 3 payments of $179
You’re here
$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.