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Workbook · by The Honest Trucker

Start Your Tax Preparation Business — PTIN, EFIN, Due Diligence & First Season Workbook

PTIN, EFIN, your state's rules and the due diligence process — in order — plus return pricing for a season that pays.

Setup in the right order, pricing from your own real costs, and the logs that show where the first leaks will be. Worked examples are done for you; every state rule points you to where to look yours up.

$29

Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms

What's inside

  1. Set up the business the right way
  2. PTIN, EFIN and your state, in order
  3. Due diligence: the process, every time
  4. Return pricing for a season that pays
  5. The season log: where the first leaks show up
  6. First season money log

Goes with

LeakReceipts Fix Kit — Tax Preparers & Credit RepairThe leaks in this line of work, with the words to sendLeakReceipts for Tax Preparers & Credit Repair — The Field GuideThe long version: every leak and three fixes for eachLeakReceiptsRun it on your own numbersTrueNETThe household side: what you really keep

A look inside

First page of Start Your Tax Preparation Business — PTIN, EFIN, Due Diligence & First Season Workbook

What it can't decide for you

This is education and record-keeping. It isn't legal, tax, accounting or financial advice, and it makes no promise about what you will earn or save. Where a CPA, attorney, agency or court makes the call, it says so.

12-page PDF · letter size · print it or fill it on screen · Code VYR-KIT-TAXPREPSTART-01

$29

Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms

Not sure this is the one? Ask Vera — tell her what you're dealing with and she'll show you what fits.

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