Are you ready to run your own tax office?
Nine questions about credentials, how you work, the business and where clients come from. You get back what is already handled, what is left in the order it has to happen, and what the IRS publishes about the parts it decides.
No sign-up and no email. Your answers stay in your browser — we never see them unless you tell us. Do not enter your PTIN or EFIN number anywhere: this tool never asks for them.
Credentials
0/2 readyDo you have a PTIN that is valid for the season you will be preparing?
Does your firm have its own EFIN to e-file client returns?
How you work
0/3 readyHave you chosen your tax software and practised a full return in it?
Do you have a client intake process — a document checklist and an intake form?
Do you know how you will document due diligence on the credits you claim?
The business
0/2 readyIs the business registered, with a bank account separate from your personal one?
Do you have a written price for each type of return you will prepare?
Where clients come from
0/2 readyDo you know where your first twenty clients are coming from?
Do you know how many returns you can handle, and what happens past that?
Answer the questions above and your plan builds itself here.
This is a checklist, not an evaluation or a qualification. PTIN and EFIN approvals are determined solely by the IRS, and no mentorship program — ours included — can guarantee one. Nothing here predicts what a tax practice will earn.