📥 Instant Download



Launch Your Own Tax Office Starter Kit

The Ultimate Workbook-Style Toolkit to Help You Get Started Now

✅ What’s Included:

• 📋 Startup Checklist – Step-by-step guide to legally launch and organize your tax business

• 🧠 30-Day Launch Planner – A one-task-per-day roadmap to keep you focused

• 💵 Pricing Strategy & Worksheets – Set your rates, create packages, and build a service menu

• 🎨 Branding Forms – Define your logo, tagline, brand colors, and digital identity

• 🗂️ Client Systems Toolkit – Intake form, onboarding steps, folder templates, and more

• 🚀 Final Readiness Checklist – Make sure you’re compliant and truly launch-ready

• 📝 Bonus Pages – Business model planner, ideal client builder, and daily SOP template

💡 Why You’ll Love It:

• Organize your launch tasks, ideas, and templates all in one place

• Map out your business structure, pricing, and onboarding with clarity

• Build a tax office that feels professional — not pieced together

• Designed for new PTIN holders, side-hustlers, and aspiring tax pros

• Created by a real tax professional who’s walked the path herself

✅ Printable PDF Workbook

✔️ Works as a digital reference or physical binder

✔️ Fill in as you grow, reflect, and launch

🚨 Want Even More Tools?

Explore additional templates, SOPs, and business kits at the Taxit Digital Vault — or join our free support community for new tax pros: Facebook Group – Tax Office Launch Community

🛠️ This is more than a checklist — it’s your step-by-step launch partner.

Let’s build something you’re proud of.