The VFinancial Tax Business Blueprint (Free Download)

FREE DOWNLOAD: READY TO START OR GROW YOUR TAX PREPARATION BUSINESS?

The VFinancial Tax Business Blueprint is a plain-English, step-by-step guide to launching, building and growing a professional tax preparation business.

Inside you will learn:

• PTIN and EFIN: what they are, who needs them, and timelines
• - Business setup: name, structure, EIN and banking
• - How to choose professional tax software without overpaying
• - Protecting client data, including the Written Information Security Plan (WISP) the IRS requires
• - Pricing your services and finding your first clients
• - A 30-day startup plan, plus a budget worksheet and checklists

WHY NOW: The IRS says EFIN approval can take up to 45 days, and PTINs expire every December 31. If you want to e-file this coming season, get set up now.

NEXT STEP: Join our free weekly webinar, Thursdays at 8:00 p.m. Eastern, in English and Haitian Creole. Or book a free 30-minute software consultation: https://calendly.com/vanguardtax/30min

Vanguard Insurance & Financial Services

Jean J. Etienne | 954-820-6988

Educational product. Results and income are not guaranteed. Verify current requirements at IRS.gov.