Resources

This strategic starter kit is designed to help new tax professionals avoid legal pitfalls and confidently build a tax business that’s structured for long-term growth.

​

Inside, you’ll find EIN and PTIN setup steps, engagement letter templates, service workflows, software overview, legal disclaimers, and compliance checklists — all structured the way six-figure tax firms operate under proper legal protection.

This bundle includes everything you need to meet IRS compliance requirements and confidently operate as an Electronic Return Originator. From EIN and banking steps to fingerprint card guidance, you'll gain clarity on what to say to the IRS and what not to.

​

It includes:

• Federal compliance checklist (Form 8633, bank product setup, fingerprint cards)

• EIN + software account setup

• Tech/system checklist

• IRS language tips

This advanced starter checklist helps you choose the right structure (LLC, S-Corp, or Sole Prop) and handle key steps the way professionals do. Ideal for entrepreneurs who want to stay protected from day one.

​

It includes:

• Comparison breakdown: LLC vs S-Corp vs Sole Prop

• EIN + IRS classification cheat sheet

• Sample operating agreement

• Setup binder framework

This systems kit was designed for ambitious CEOs who want to automate their back end without breaking compliance. From workflows and SOPs to HIPAA and IRS Pub 4557 guidelines, this download walks you through the same tools used by scaled service providers and system architects.

​

Includes SOP templates, storage strategy, naming conventions, and client onboarding sequences.

Every tax, healthcare, and service business needs legally sound intake forms. This kit includes FTC- and HIPAA-aligned disclosures, privacy policy samples, and language that clearly outlines client rights vs business rights — helping you stay audit-proof and lawsuit-ready.

A must-have if you’re collecting any personal info, especially online.

Stop using random folders and fix your recordkeeping once and for all. This bundle walks you through what to keep, how long to keep it, and how to name, store, and protect your files in case the IRS or state ever comes knocking. Based on federal retention laws and best practices used by attorneys.

​

Includes audit protection protocol and secure naming strategy.

This guide walks you through everything from SOS filings to IRS forms, trademarks, contracts, disclaimers, and more. If you’re building a brand or launching a new venture, you need more than just an LLC — you need legal infrastructure and digital compliance.

​

This startup guide makes sure you don’t miss the critical protections that turn your hustle into a legit business.

This bundle includes everything you need to plan and execute consistent content without burning out. You’ll get caption templates, content prompts, shoot planning tools, repurposing trackers, and layout examples that match high-converting brands.

​

Perfect for CEOs balancing real life with real goals.

Want it all? This download gives you access to every resource in the vault — including tax, healthcare, startup, compliance, systems, and branding kits — bundled for convenience and legal clarity. Built for pros who need to move fast but stay compliant.

​

Includes any future updates at no additional cost.