IRS PTIN Registration assistance
Secure tax preparation platform
Personalized preparer login and client portal
Real-time support during tax season (email)
Compliance tracking and IRS due dilligence tools

Everything in Basic, plus:
Digital flyers and social media videos/ads
Personalized booking link
1 Group coaching session (pre-season prep or mid-season Q&A)
Priority support response time

Everything in Standard, plus:
1:1 Business Setup Call (45 mins)
3 Lead Referrals during peak season
Editable marketing templates
Personalized support from a team member (email/ phone/ text)

Includes:
Use of your own EFIN under the Sisters Tax Prep umbrella or use our EFIN
Admin dashboard to manage client records + team activity
Secure tax software platform
Backend compliance tracking tools
Internal training documents + onboarding guidance
Tech support + seasonal help desk access
Suboffice listing on our website
Fee split or per return (your choice!)
30 Days of Instagram Ads Guide

Includes:
Your own branded tax software portal
Resell software to your own team of tax preparers
Admin dashboard to manage users, pricing, and permissions
Personalized onboarding + tech setup
Custom domain connection
Built-in compliance tools & e-signature features
Unlimited returns per preparer
Technical support for you and your users
30 Days of Instagram Posts Digital Guide
Complete Marketing Strategy Digital Guide

Your complete roadmap to launching a professional tax preparation business.
This all-in-one digital download is designed for aspiring tax pros and new business owners ready to hit the ground running. Whether you're starting from scratch or making your side hustle official, the Tax Business Digital Starter Kit gives you everything you need to set up, grow, and manage a successful tax business with confidence.

✅ Step-by-step business setup checklists
✅ Licensing and legal guidance
✅ Business plan template
✅ Pricing strategy + service menus
✅ Client intake forms, contracts, and templates
✅ Marketing tools
✅ Bonus: $100 OFF your tax software with Sisters Tax Prep

No fluff — just clear guidance, proven tools, and resources you can put to work immediately.

Ready-to-Use Captions • Hashtags • Visual Ideas • Engagement Strategy
Stop guessing what to post and start growing your tax business with ease.

This complete 30-day Instagram content calendar is designed specifically for tax professionals who want to attract clients, build authority, and stay consistent on social media — without spending hours writing or planning.

Inside, you’ll get:

✅ 30 Daily Post Ideas with Captions and Hashtag Sets
✅ Visual Suggestions for Carousels, Reels, Images & Stories
✅ Strategic Posting Schedule by Time of Day
✅ Engagement Tips, Story Prompts & Follower Growth Goals
✅ Bonus: Hashtag Strategy, Tools List, Repurposing Plan & Success Checklist

Whether you’re just starting out or looking to level up your Instagram presence, this calendar makes it simple to show up, stand out, and get clients.

🧾 Perfect for:
Solo tax preparers
Tax office owners
Bookkeepers and finance coaches
Anyone in the tax industry ready to grow online

📦 Instant digital download.

Grow your presence. Build trust. Book more clients.

Download your 30-day content plan today!