The Tax Office Buildout Workbook is the complete guide to help ensure that your tax business has everything in place before tax season begins. This essential resource walks you through each step, from choosing the right model for your business and registering your company, to the PTIN & EFIN process. It also covers creating a comprehensive business and marketing plan, as well as developing your Written Information Security Plan (WISP) for compliance. Tailored for entrepreneurs aiming to elevate their business, this workbook provides a structured roadmap to streamline your operations and boost your success.
 
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