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New Tax Pro Launch Checklist

Free Starter Guide for Aspiring Tax Preparers (Fillable PDF)

Just getting started in the tax industry? This FREE checklist is your no-fluff guide to launching your tax prep business the right way — with confidence, clarity, and a clear plan.

✅ What’s Included:

• Fillable PDF version of the full launch checklist
• Covers PTIN, EFIN, business setup, software, and compliance
• Organized by startup phase for easy progress tracking
• Bonus resource links to tools and templates
• Clean, printable format with space to write or type notes

💡 Why You’ll Love It:

• Start strong and skip the confusion
• See everything you need in one place
• Track your progress digitally or on paper
• Ideal for new tax pros, bookkeepers, or anyone adding tax services

✅ Fillable PDF format — type directly into each section or print it out!

➡️ Ready to build your full back office? Explore starter kits, pricing templates, and more inside the Taxit Digital Vault