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New PTIN Holders / New Tax Preparers

Just getting started as a tax professional? This collection is designed for you! Inside, you’ll find beginner-friendly guides, checklists, and tools to help you navigate the basics, understand compliance, and confidently prepare returns.

Done For You Customizable 2026 Client Intake form (Cognito)

$27.99

Website On A Budget- 1-Page Website Canva Template

$51.99

Tax Pro Scripts For Important Situations With Clients

$19.99

Starter Software Package

$197.00

Practice Tax Returns For PTINS

$15.99

Marketing Emails For Preparers

$21.99

50 Tax Infographics To Post Package

$24.99