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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.

The Tax Business Blueprint

$20.00 Regular Price
$14.99Sale Price
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