Build the foundation
- Tax business vision & ideal client map
- Business model selection
- ERO readiness check (EIN, PTIN, EFIN, WISP)
- Compliance gap analysis
- Service menu & pricing framework
Workbook Portal
3-Day Tax Business Launch Workbook
From tax knowledge to tax business infrastructure. Instant digital access — PDF, editable document, and the online portal.
Your digital workbook
Read it right here, download the print-ready PDF, or grab the editable document to type your answers on any device.
Build the machine
- Client journey from lead to funded return
- Technology stack worksheet
- Bank product planning questions
- SOP builder & team structure
- Marketing channel plan and first CTA
Launch & scale
- 90-day launch calendar
- Sales pipeline & follow-up rhythm
- KPI scorecard
- Launch offer builder
- Your ERO growth level & declaration
Bonus tools inside
- Tax Office Launch Checklist
- Tax Season Weekly CEO Review
- Launch Declaration page
Digital class edition
Get the full class edition — $27
The complete digital class edition of the 18-page workbook, delivered electronically before the 3-Day Masterclass. Same content as the preview above, unlocked in full and ready to work through on any device while you're live on the class.
- Instant PDF and editable document downloads
- All three day sections plus the bonus checklists
- Delivered electronically before your class date
- Digital access on any device — nothing is shipped
Educational planning material only. Not affiliated with the IRS. Verify all current federal, state, software, bank-product, and security requirements that apply to your business at irs.gov before implementation.