FREE TAX BUSINESS STARTUP GUIDE
Start Your Tax Business With a Clear Plan
The step-by-step guide every new and aspiring tax professional needs before launching their tax business.
Starting a tax preparation business can feel overwhelming when you don't know where to begin. This free guide covers business setup, IRS requirements, office organization, marketing, client management, and tax-season preparation.
Free guide delivered directly to your email.
WHAT'S INSIDE
Your Roadmap to Starting a Tax Business
Get essential startup topics organized in one convenient guide.
01.
Business Setup
Understand business structure, EINs, LLC considerations, and business banking.
02.
IRS Compliance
Learn about PTINs, EFINs, and IRS e-Services.
03.
Office Setup
Explore how to organize your virtual or physical workspace.
04.
Client Procedures
Learn about client forms, documentation, and preparation workflows.
05.
Marketing & Team Training
Explore marketing strategies and important considerations for building a tax preparation team.
06.
Tax Season & Beyond
Prepare for tax-season operations and post-season organization.
WHO IT'S FOR
Is This Guide Right For You?
This guide is designed for aspiring and new tax professionals who want direction as they build their tax preparation businesses.
You don't have to know everything today. You just need to know your next step.
Starting your first tax business.
Preparing to open a tax office.
Building a virtual tax preparation business.
Looking for better systems and organization.
Ready to market your tax services.
Planning to build a tax preparation team.
MEET THE FOUNDER
Meet Your Guide
Sapphire Shawanda Burch
Founder of TaxLlegend Academy
With more than 15 years of experience in tax and financial services, Sapphire Shawanda Burch has dedicated her career to helping individuals and businesses better understand taxes, finances, and wealth-building opportunities.
She is an Enrolled Agent with experience in tax preparation, tax strategy, business funding, business credit coaching, financial statement preparation, budget management, and tax resolution.
Through TaxLlegend Academy, her mission is to provide aspiring tax professionals with practical education and knowledge to approach their businesses with greater confidence.
LOYALTY. LESSONS. LEGACY.
Educate. Empower. Equip.
MEET THE FOUNDER
Meet Your Guide
Sapphire Shawanda Burch
Founder of TaxLlegend Academy
With more than 15 years of experience in tax and financial services, Sapphire Shawanda Burch has dedicated her career to helping individuals and businesses better understand taxes, finances, and wealth-building opportunities.
She is an Enrolled Agent with experience in tax preparation, tax strategy, business funding, business credit coaching, financial statement preparation, budget management, and tax resolution.
Through TaxLlegend Academy, her mission is to provide aspiring tax professionals with practical education and knowledge to approach their businesses with greater confidence.
LOYALTY. LESSONS. LEGACY.
Educate. Empower. Equip.
Get the Complete Guide — Absolutely FREE
Stop searching through countless websites and videos to figure out where to begin.
Get the key startup topics organized in one convenient guide.
Business Setup • IRS Compliance • Office Organization • Client Procedures • Marketing • Tax Season Preparation
Take the first step toward building a more organized tax preparation business.
Download Your FREE Tax Business Startup Guide
Enter your details below and receive the guide by email.
Learn. Build. Lead. Leave a Legacy.
Sapphire Shawanda Burch
Educational Disclaimer: This guide is provided for educational and informational purposes only. It is not legal, tax, accounting, financial, or other professional advice. Requirements may vary depending on your location, business structure, and circumstances. Always verify current requirements with the appropriate government agency or qualified professional.
Copyrights 2025 | Tax Llegend Academy
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