The Tax Business Blueprint by The Playbook Agency is your complete guide to starting, building, and scaling a profitable tax preparation business — with clarity, confidence, and proven strategy.
Developed in collaboration with over 1,000+ business owners, tax professionals, and entrepreneurs, this blueprint delivers real-world methods and systems used by successful tax firms across the country.
Inside, you’ll learn how to:
• Legally set up your tax business (LLC, EIN, EFIN, and PTIN included)
• Choose the best software and tools for filing and managing clients
• Offer additional financial services to increase your income potential
• Build credibility, attract clients, and operate year-round
This blueprint removes the confusion and gives you the exact steps to launch and grow — no overpriced mentorships, no fluff, just real, actionable systems that work.
Real strategy. Real results. Built by experience. Powered by The Playbook Agency.
More Than a Blueprint — It’s Your Business Starter Kit.
Every Playbook Blueprint now includes free access to the Maverick Business Creation Pack — your built-in AI assistant that helps you bring your ideas to life.
Based on the information you provide, Maverick will help you:
🧠 Create your business name
🎨 Design your logo and brand kit
📘 Draft a professional business plan tailored to your industry
📱 Build your social media launch templates & bios
⚡️ Develop a full brand identity ready to launch from day one
All included at no extra cost, exclusively for Playbook Agency students.We don’t just teach business. We help you build it — your way.