Niche Validation Workbook
Compare access, demand, competence, complexity, seasonality, security exposure, and referral support.
$99 one-time
The operating tools behind a careful tax-practice launch.
Use 13 focused workbooks to make decisions about your offer, pricing, first clients, workflow, capacity, technology, and first 90 days. These are printable PDF tools, not a course.
See All 13 Workbooks 13 printable PDF workbooks
A private library without another classroom.
After payment, Free Tax School emails a private link to a simple workbook library on this site. Download and save the files you need. CourseBox is not required for this product.
Try a free workbook firstToolkit map
Each file has one job.
Offer, Scope, and Starting Price Worksheet
Define client fit, included work, exclusions, cost assumptions, payment timing, and review triggers.
First 10 Clients Plan
Choose a small set of channels, assign weekly actions, and record measurements and stop rules.
Vetted Channel Library
Review acquisition options by audience, permission, cost, capacity, measurement, and compliance questions.
30-Day Acquisition Calendar
Turn selected channels into a dated four-week test with owners and follow-up points.
Referral, Review, and Testimonial Workflow
Request honest feedback, record permission, disclose material connections, and avoid conditional reviews.
Client Journey and Intake Map
Assign each inquiry, engagement, document, interview, review, signature, payment, delivery, and retention handoff.
Virtual Practice Operations Playbook
Plan secure appointments, document exchange, signatures, staff access, service recovery, and records.
Vendor and Technology Due-Diligence Worksheet
Compare tools by required work, data handling, access, export, support, cost, and contract terms.
Tax Season Capacity Planner
Replace the old return-volume schedule with weekly capacity, review time, buffers, and visible assumptions.
Startup Budget, Pricing, and Break-Even Model
Separate fixed, monthly, and per-return costs from price and volume assumptions.
Offseason Service Evaluation Workbook
Compare competence, licensing, demand, margin, staffing, data use, and delivery needs before adding a service.
30/60/90-Day Execution Plan
Sequence research, setup, testing, a controlled opening, and the first operating review.
Scope
Use the kit for planning, then check the rules that apply to your firm.
The kit does not include an engagement letter or written information security plan. Those documents depend on the firm's services, jurisdictions, systems, vendors, staff access, insurance terms, and professional status. Have counsel review engagement terms and have qualified security and legal reviewers check the firm's security plan.
State, local, insurance, entity, employment, privacy, marketing, and tax-practice requirements still need to be checked against the owner's facts.
The $99 purchase covers release 2026.07.0 and does not include future releases, lessons, grading, coaching, tax advice, a credential, or a certificate. The 7-day refund policy applies. A refund or payment dispute ends future access to the private library.
The planned Tax Practice Growth Lab will pair these workbooks with an eight-module implementation course. Its curriculum page is available now; enrollment is not open.