Tax VIP · $5,000 or 2 × $2,750
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.
Tax-season early bird: $300 off Tax Business in a Box Complete — $1,697 or 3 payments of $597 through October 31, 2026.
See CompletePrivate implementation
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
How it works
01
Pay in full or make the first of two payments.
02
Scheduled within 5 days to map your business.
03
We build brand, website, CRM and workflows over 6–8 weeks.
04
Launch support and a full handoff before tax season.
Tax Business in a Box Complete gives you the Launch Kit, a branded website, CRM setup and group support at a lower investment.
Investment
Paid in full, or two payments of $2,750
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
Tax · Most popular
$1,697
Early-bird price through October 31, 2026 · or 3 payments of $597
You’re here
$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.