Tax Business · Beginner

How to Start a Tax Business

The free starter course for new and aspiring tax pros

A free master course walking you through what you need to start a real tax business — PTIN, EFIN, software, pricing, and your first clients.

WHAT YOU'LL LEARN

  • Decide your business structure
  • Get your PTIN and EFIN
  • Choose tax preparation software
  • Set your starting pricing
  • Land your first clients
FREE
5
LESSONS
50
MINUTES
0
STUDENTS
CURRICULUM

COURSE CONTENT

01

Welcome — You Can Start a Tax Business

PREVIEW

8 min

02

Your PTIN — What It Is and How to Get One

10 min

03

EFIN — When and How You Need One

10 min

04

Choosing Your Tax Software

11 min

05

Pricing and Your First Clients

11 min

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