TAX BUSINESS BLUEPRINT
Build Your Tax Business With Confidence
The RL Tax & Business Launch Tax Business Blueprint is a self-paced educational program designed for aspiring and current tax professionals who want to strengthen their tax knowledge, understand the business side of tax preparation, and build a strong foundation for operating a tax business.
Learn at your own pace while gaining practical guidance in tax preparation, compliance, business setup, client management, pricing, marketing, and business development.
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REGULAR BLUEPRINT
Start Your Tax Journey With Confidence
The RL Tax & Business Launch Regular Blueprint is a self-paced starter program designed for individuals who want a simple, foundational introduction to tax preparation and the basics of building a tax business.
Learn at your own pace while gaining basic guidance in tax preparation, business setup, client intake, and foundational tax workflow.
WHAT’S INCLUDED
Tax preparation basics
Basic PTIN, EFIN, EIN, and business setup overview
Introduction to tax credits and deductions
Client intake basics
Basic tax workflow overview
WHO THIS IS FOR
Beginners entering the tax industry
Aspiring tax preparers
Individuals seeking a simple starting point
Learners who want a lower-cost introduction
IMPORTANT INFORMATION
The Regular Blueprint is a self-paced starter program and does not include everything included in the full Tax Business Blueprint.
Purchasing the Regular Blueprint does not automatically place you on the RL Tax & Business Launch tax preparation team and does not guarantee contractor placement, clients, revenue, or income.
READY TO GET STARTED?
Take the first step toward learning the basics of tax preparation and building your foundation.
TAX BUSINESS BLUEPRINT
Build Your Tax Business With Confidence
The RL Tax & Business Launch Tax Business Blueprint is a self-paced educational program designed for aspiring and current tax professionals who want to strengthen their tax knowledge, understand the business side of tax preparation, and build a strong foundation for operating a tax business.
Learn at your own pace while gaining practical guidance in tax preparation, compliance, business setup, client management, pricing, marketing, and business development.
WHAT’S INCLUDED
Tax preparation fundamentals
PTIN, EFIN, EIN, and business setup guidance
Tax credits, deductions, and due diligence
Client intake and document management
Tax preparation workflow and procedures
Pricing and fee strategy
Marketing and client-building strategies
Business development guidance
Compliance and recordkeeping
Practice scenarios and learning activities
WHO THIS IS FOR
Beginners entering the tax industry
Current preparers wanting to strengthen their knowledge
Individuals interested in starting their own tax preparation business
Entrepreneurs who want a structured guide to building and operating a tax business
IMPORTANT INFORMATION
The Tax Business Blueprint is a self-paced educational program and is separate from the RL Tax & Business Launch preparer compensation program.
Purchasing the Tax Business Blueprint does not automatically place you on the RL Tax & Business Launch tax preparation team and does not guarantee contractor placement, clients, revenue, or income.
READY TO GET STARTED?
Take the next step toward building your tax knowledge, strengthening your business foundation, and preparing for long-term growth.