Niche Validation Workbook
Compare access, demand, competence, complexity, seasonality, security exposure, and referral support.
Planned for the $199 Bootcamp
The operating tools behind a careful tax-practice launch.
The useful parts of the Taxaroo Profit System were separated, checked, and rebuilt as focused planning tools. Old software promises, rosters, unsupported results, and outdated instructions are not carried forward.
Review the Launch Bootcamp 13 completed workbooks
One kit, used beside the lessons.
All 13 workbooks are complete. They will be delivered with the Bootcamp only after paid enrollment opens and private delivery works for learners.
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.
Current review boundary
A planning tool does not approve the practice.
Separate engagement-letter and written information security plan drafts were built from the archive, but they are held out of customer delivery. The engagement material needs attorney review for the intended services and jurisdictions. The security material needs qualified security and legal review against the firm's actual systems. State, local, insurance, entity, employment, privacy, marketing, and tax-practice requirements must be checked for the owner's facts.
The free Tax Practice Foundations classroom course and the 2026 Federal Tax Law Update have separate planned curricula. Neither will reuse an old file without a current factual and legal review.