09/08/2025
✨ NEW TAX PREPARERS ✨
Starting out? Here’s your must have checklist 📝 to set yourself up for success this tax season ⬇️
👩🏽💻 Professional Setup:
✔️ PTIN (Required) & EFIN (If desired)
✔️ State registration (If required)
✔️ Ongoing tax education
🖥️ Tech & Tools:
✔️ Reliable laptop + internet
✔️ Tax software (I can help you with this) ☺️
✔️ Secure client portal (I can help with this) + scanner/printer
🔒 Compliance & Security:
✔️ Antivirus Software
✔️ Liability insurance (E&O)
✔️ Shredder
🤝 Client Management:
✔️ Engagement letter template
✔️ Due diligence checklists (8867)(Tax Boss Software automatically does this for you)
✔️ Client calendar or online booking service
📚 Resources:
✔️ IRS Pub 17 & TheTaxBook (Optional)
✔️ Join tax pro groups (Like the Tax Boss Group Chat)
✔️ CPE courses
💼 Business Growth:
✔️ Website + business email
✔️ Social media presence
✔️ Referral system
✨ Remember: Success in tax prep = Professionalism + Compliance + Client Trust.
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