First 30 Clients Starter Kit (For Beginner Tax Preparers)

First 30 Clients Starter Kit (For Beginner Tax Preparers)

Just got your PTIN or thinking about starting in tax prep?

This beginner-friendly ebook gives you the exact structure, scripts, and checklist to confidently handle your first clients and get paid.

What You’ll Learn:

• What to say to clients
• What forms and documents to collect
• How to price your services
• Step-by-step client workflow
• How to stay organized during tax season
• Common mistakes and red flags to avoid

What’s Inside:

• Client intake scripts
• Document checklist
• Pricing guide
• Due diligence basics
• Templates + messages
• First 30 Clients tracker

Who It’s For:

New PTIN holders, beginner tax preparers, and anyone starting a tax business.

⚠️ For educational purposes only. You are responsible for following IRS rules and requirements.

Start organized. Look professional. Get paid.