Launch your tax career with confidence! Includes tax preparer checklist, sample Form 1040 + breakdown, and client intake form template.
Launch your tax career with confidence using our Beginner’s Edition Starter Kit, designed by Cater 2 You Tax Academy — the trusted training source for aspiring tax professionals!
This digital starter kit includes everything you need to get started as a new tax preparer — from client intake forms and due diligence checklists to business setup guides and branding templates. Each resource is easy to follow, editable, and ready to use immediately after download.
📦 WHAT’S INCLUDED:
✅ Step-by-Step Startup Guide – Learn how to legally establish your tax business and register your EFIN/PTIN
✅ Client Intake Form (Fillable PDF) – Streamline client onboarding and document collection
✅ Due Diligence Checklist – Ensure IRS compliance with every return
✅ Service Price Sheet Template – Set professional, competitive rates
✅ Tax Prep Workflow Guide – Learn the process from client intake to e-filing
✅ Marketing Starter Pack – Editable Canva templates to attract your first clients
✅ Bonus: Tax Season Readiness Checklist
💡 PERFECT FOR:
Aspiring Tax Preparers starting from scratch
Individuals completing self-paced or instructor-led tax courses
Entrepreneurs seeking professional, ready-to-use business forms
⚙️ PRODUCT DETAILS:
Instant digital download — no physical item will be shipped
Formats: PDF + Editable Canva templates
Professionally branded with Cater 2 You Tax Academy design
Compatible with desktop, tablet, or mobile devices
🔒 TERMS OF USE:
This is a digital product for personal/business use only. Redistribution, resale, or commercial reproduction is prohibited.
✨ Start your tax business journey with clarity, structure, and confidence — download your Beginner’s Starter Kit today!