Startup checklist
A step-by-step list covering registration, credentials to research, software decisions, and pre-season setup.
Step two of the roadmap
The Tax Box
The 3-Day Challenge gives you the plan. The Tax Box gives you the paperwork, systems, and checklists to actually run it — organized in one place instead of scattered across twelve browser tabs.
Checkout opens alongside the challenge. Interest list members are notified first.
What's inside
Client intake templates
Intake forms, document request lists, and engagement letter templates you can brand as your own.
Season workflow maps
Simple workflows for moving a client from first contact to filed return without dropping steps.
Pricing & offer worksheets
Frameworks for setting prices, packaging services, and explaining your value with confidence.
Compliance research guide
Where to verify current IRS requirements yourself, plus a due-diligence habit tracker.
Back-office starter kit
Recordkeeping, calendar, and follow-up templates so your admin doesn't run on memory.
Who it's for
New and returning preparers who want structure before the season starts — not another folder of unfinished ideas. If you already have systems that work, keep them. If you don't, this is the shortcut to building them.
The Tax Box is an educational toolkit of templates and reference material. It is not tax advice, not an IRS product, and does not guarantee EFIN approval, refunds, income, clients, or business success. Verify all filing requirements at irs.gov.