New Tax Pro Launch Checklist

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New Tax Pro Launch Checklist

A Step-by-Step Startup Guide for Aspiring Tax Preparers

Starting a tax preparation business can feel overwhelming — especially when you don’t know what order to do things in, what’s required by the IRS, or what “professional” really looks like behind the scenes.

The New Tax Pro Launch Checklist is a clear, practical roadmap designed to help you launch your tax business the right way — without guesswork, overwhelm, or wasted time.

This guide walks you through the essential startup phases every tax preparer needs to complete before working with real clients.

What’s Included

This guide is delivered as a professionally designed PDF checklist and includes:

• A structured, phase-by-phase launch roadmap

• IRS and business setup steps explained in plain language

• Clear sequencing so you know what to do first, next, and last

• Tables and checklists for reference and tracking

• Practical reminders to help you avoid common startup mistakes

Note: This is a non-fillable PDF. It is designed for reference, printing, or manual note-taking.

Launch Phases Covered

• Phase 1: Get Official
• Establish your legal and IRS standing as a tax preparer.
• Phase 2: Build Your Back Office
• Set up the systems, tools, and security needed to operate professionally.
• Phase 3: Prep for Clients
• Ensure you’re ready to work with real taxpayers responsibly and compliantly.
• Phase 4: Launch & Grow
• Focus on visibility, onboarding, and early momentum for your tax business.
• Each phase is laid out clearly so you always know where you are in the process.

Why You’ll Love This Checklist

• Removes confusion around PTIN, EFIN, and IRS requirements

• Helps you launch with confidence instead of trial and error

• Keeps you organized with a realistic startup sequence

• Designed by a working tax professional — not generic advice

• Ideal for printing, highlighting, or using alongside training programs

This is the checklist many new tax pros wish they had before their first tax season.

Who This Is For

• Aspiring tax preparers

• New PTIN holders

• Career changers entering tax preparation

• Seasonal tax preparers getting organized

• Anyone planning to launch a virtual or solo tax office

No prior experience required.

Important Notes

This guide is for educational and organizational purposes only.

It does not provide legal or tax advice and does not replace IRS guidance or professional judgment.

For personal or business use only.

Not for resale or redistribution.

Format & Access

• Downloadable PDF

• Non-fillable reference format

• Printable for personal use

• Lifetime access

Ready to go beyond the basics?

Explore starter kits, pricing templates, practice labs, and training resources inside the Taxit Digital Vault.