TAX BUSINESS STARTER CHECKLIST

$17

Stop guessing where to start. The Tax Business Starter Checklist gives aspiring and beginner tax preparers a practical roadmap to help organize the major steps before taking on their first tax client.

THIS GUIDE IS FOR YOU IF YOU’RE LOOKING TO:

Get tax-preparer ready and understand your PTIN requirements
Set up your tax business and essential systems
Build a professional client experience
Create strong compliance and data-security habits
Prepare your marketing and first-client strategy
Follow a 30-Day Tax Business Setup Plan

Use this checklist to get organized, build the right foundation, and move confidently toward your first tax client.

TAX BUSINESS STARTER CHECKLIST

$17

THIS GUIDE IS FOR YOU IF YOU’RE LOOKING TO:

Get tax-preparer ready and understand your PTIN requirements
Set up your tax business and essential systems
Build a professional client experience
Create strong compliance and data-security habits
Prepare your marketing and first-client strategy
Follow a 30-Day Tax Business Setup Plan

Use this checklist to get organized, build the right foundation, and move confidently toward your first tax client.