Tax VIP · $5,000 or 2 × $2,750
Tax Business Setup Services: Done-With-You VIP Implementation
We build your whole tax business with you — brand, website, CRM, workflows, marketing plan and launch support — so you can focus on credentials and clients.
Private implementation
For preparers who want it built right the first time
Some preparers don’t want to assemble a business from templates, even good ones. They want someone who has built systems before to sit with them, make the decisions quickly and set everything up properly. That’s Tax VIP.
We start with a strategy session: your services, ideal clients, pricing, and how tax fits with anything else you offer. From there we build your brand direction, a full tax preparer website, a Lux CRM configured for your pipeline and appointment flow, your intake-to-delivery workflows, and a marketing plan for the season. We finish with launch support and a handoff so you know how every piece works.
You stay responsible for your PTIN, EFIN and any state registration — we give you the roadmap and check in on progress, but those credentials are yours to obtain.
What’s included
What Tax VIP includes
Strategy
- 1:1 strategy session
- Service menu and pricing
- Offer structure and positioning
- Season timeline
Brand & website
- Brand direction
- Full tax preparer website
- Booking and lead capture
- Secure upload-portal link
CRM & workflows
- Lux CRM configuration
- Intake → prep → review → e-file → delivery
- Document-request and appointment reminders
- Review requests
Marketing & launch
- Season marketing plan
- Referral and partnership plan
- Launch support
- Handoff walkthrough
Who it’s for
- Preparers opening an independent office who value speed
- Established pros rebuilding their brand and systems
- Credit professionals adding tax who want both done properly
- Anyone who prefers working with a strategist over DIY
Who it’s not for
- Anyone seeking tax advice or return preparation
- Buyers expecting guaranteed income or client numbers
- Preparers who only need templates or a single website
- Anyone unwilling to obtain a PTIN and EFIN
How it works
From checkout to tax season
01
Reserve
Pay in full or make the first of two payments.
02
Strategy session
Scheduled within 5 days to map your business.
03
Build
We build brand, website, CRM and workflows over 6–8 weeks.
04
Launch
Launch support and a full handoff before tax season.
Not ready for VIP?
Tax Business in a Box Complete gives you the Launch Kit, a branded website, CRM setup and group support at a lower investment.
Investment
Tax VIP Implementation — $5,000
Paid in full, or two payments of $2,750
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
Tax · Most popular
Tax Business in a Box Complete
$1,997
One-time, or 3 payments of $697
You’re here
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.