Tax Office Startup Checklist

The ultimate launch guide for new and aspiring tax pros!

Ready to open your own tax office but don’t know where to start? The LuxeLogic Tax Suite Startup Checklist is your step-by-step roadmap to getting your business up and running the right way—from applying for your EFIN to hiring your first preparers.

✨ What’s Included:
✅ Clear breakdown of the EFIN process
✅ Business setup essentials (LLC, EIN, bank account)
✅ Software selection guidance
✅ Partnering with a bank for tax refund products
✅ Key steps to hiring and registering your team

Whether you're starting from scratch or rebranding your office, this checklist helps you stay organized, focused, and compliant every step of the way.

Perfect for:
• New tax professionals
• EROs starting their own office
• Service bureaus training new teams

🧠 Created by LuxeLogic Tax Suite to simplify your startup process and help you hit the ground running.