🗂️ Business Setup Planner – Tax Preparation Business

Starting a tax preparation business? This Business Setup Planner walks you step-by-step through choosing the right business structure, filing requirements, and compliance essentials so you can launch with confidence.

✅ What’s Inside:

• Business Formation Guide – Compare Sole Proprietorship, Partnership, LLC, S-Corp, and C-Corp

• Pros & Cons Breakdown – Understand liability, taxes, costs, and flexibility for each structure

• Registration Checklist – Name registration, EIN, licenses, bank accounts

• Compliance Essentials – PTIN, EFIN, IRS e-Services, insurance, recordkeeping

• Action Plan Worksheet – Assign tasks, set deadlines, and track progress

✨ Key Features:

• Clear explanations of every business type

• Printable & editable planning worksheets

• Built-in checklists to simplify compliance

• Designed specifically for tax preparation professionals

🎯 Perfect For:

✔ New tax preparers starting their own business
✔ CPAs, EAs, or bookkeepers expanding services
✔ Entrepreneurs seeking a recession-proof business
✔ Anyone who wants to start on the right foundation

This planner makes setting up your tax prep business simple, organized, and stress-free.