Most popular · $1,997
Tax Business in a Box: The Complete System to Start a Tax Preparation Business
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.
Why Complete
A professional tax office, not a pile of downloads
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
Everything in Tax Business in a Box Complete
The Tax Launch Kit
- Full Tax Template Vault (40+ items)
- PTIN & EFIN roadmap
- Office SOPs and client workflow
- Pricing guide and marketing calendar
- Video walkthroughs
Branded tax preparer website
- Services, pricing and about pages
- Booking button and lead capture
- Upload-portal link for client documents
- Mobile optimization and basic SEO
Lux CRM setup for tax pros
- Lead pipeline
- Appointment booking and reminders
- Document-request reminders
- Review requests and season follow-up
30 days of group support
- Live group sessions before tax season
- Setup and workflow questions
- Marketing reviews
- Launch checklist sign-off
Who it’s for
- New preparers who want to open professionally in their first season
- Preparers leaving a franchise or service bureau to go independent
- Credit professionals adding a tax line (see the bundle)
- Anyone who wants the website and CRM handled instead of DIY
Who it’s not for
- Anyone looking for tax advice or return review
- People expecting guaranteed clients, refunds or income
- Preparers who only need templates (see the Vault)
- Anyone without a plan to obtain a PTIN and EFIN
How it works
From checkout to tax season
01
Check out
Pay in full or choose 3 payments. Your portal opens immediately.
02
Kickoff
Within 1 business day we send your branding and services form.
03
Build
We build your website and CRM while you follow the launch roadmap.
04
Launch with support
Join 30 days of group support and open for tax season.
Doing credit too?
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
Tax Business in a Box Complete — $1,997
One-time, or 3 payments of $697
Digital products are final sale. Refund policy
Compare
Choose your level
Tax · Templates
Tax Template Vault
$97
One-time · instant portal access
Tax · Do-it-yourself launch
Tax Launch Kit
$497
One-time, or 3 payments of $179
You’re here
Tax Business in a Box Complete
$1,997
One-time, or 3 payments of $697
Tax · Done-with-you
Tax VIP Implementation
$5,000
Paid in full, or two payments of $2,750
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.