How to Start & Run a Tax Business

Most people who want to start a tax business don’t know where to begin — so they never start.

This is the complete step-by-step course that takes you from zero experience to a fully licensed, client-ready tax professional. Created by Leydi Caraballo, federally licensed Enrolled Agent with 10+ years of experience — and written so you can follow every word on camera, from day one.

This is not theory. This is a word-for-word video script library with 9 fully written modules, ready to record or follow as your personal training guide.

Here’s exactly what’s inside:

✦ The Tax Industry Opportunity — income potential, market size & why bilingual preparers are in demand right now

✦ Licenses & Legal Setup — step-by-step PTIN, EFIN, LLC formation, EIN & Florida registration

✦ Professional Tax Software Deep Dive — Drake, TaxSlayer Pro, ProSeries & how to choose the right one for your budget

✦ DIY Software vs. Professional Software — how to overcome the “I just use TurboTax” objection every time

✦ Accounting Software for Your Business — QuickBooks, Wave & FreshBooks so YOUR money stays organized

✦ IRS Free File & Serving Low-Income Clients — VITA program, EITC, ITIN applications & community impact

✦ Your First Tax Return Step by Step — client intake, interview, common forms & how to e-file

✦ Building & Growing Your Tax Business — pricing, referrals, marketing & the roadmap from side hustle to full-time

✦ BONUS Toolkit — phone scripts, objection responses, intake forms & master resource list

Whether you want to earn extra income during tax season, go full-time, or add tax prep to services you already offer — this course gives you the exact foundation to do it right.

✦ 9 modules · ~2.5 hours of content

✦ Word-for-word scripts — teleprompter ready

✦ Bilingual community focus — English & Spanish clients

✦ Instant digital download