Tax Template Vault · $97
The paperwork and marketing a tax preparation business runs on — written from scratch for tax pros, ready to brand as your own.
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 a vault
Every new tax office needs the same foundation: an engagement letter that sets scope and fees, intake questionnaires that catch the details clients forget, consent forms for using return information, a security plan, and a repeatable workflow from intake to e-file. Most new preparers either cobble these together from forums or skip them entirely — and that shows up as missed documents, scope arguments and security gaps.
The Tax Template Vault gives you all of it in one place. Each document is organized by when you use it, so you can build your office in an afternoon instead of a month. Download what you need, drop in your business name and prices, and you have a professional client experience before your first appointment.
The Vault also includes the marketing side: a consultation call script, follow-up texts and emails, a referral program, a Google Business Profile setup guide, 30 days of tax-season social post prompts, flyer copy, review request scripts and two lead magnets you can hand to prospects. None of it promises refund sizes or earnings, so you can use it without worrying about misleading advertising.
What’s included
How it works
01
Pay $97 once. Add custom branding, the 60-post social pack or a strategy call if you want them.
02
Sign in with your checkout email. All 40+ items are in your portal immediately.
03
Download each template and add your business name, prices and policies. Track progress as you go.
04
Run intake, consultations, follow-up and reviews with the same documents every year.
Tax preparers have real obligations. You must have a PTIN to prepare returns for pay and an EFIN to e-file, and the FTC Safeguards Rule requires a written information security plan. Some states — California, Oregon, Maryland, New York and Connecticut among them — have their own registration or education rules. The Vault’s PTIN and EFIN roadmap and WISP template help you meet these, and the forms most likely to need legal review are clearly labeled.
Want the step-by-step training and pricing guide too? The Tax Launch Kit includes the entire Vault plus a guided roadmap. Ready to have it built for you? See Tax Business in a Box Complete.
Investment
One-time · instant portal access
Digital products are final sale. Refund policy
Compare
You’re here
$97
One-time · instant portal access
Tax · Do-it-yourself launch
$497
One-time, or 3 payments of $179
Tax · Most popular
$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.