After the exam · before the first client

Turn tax knowledge into a working practice.

Build a source-linked launch sequence, test the economics, and rehearse the client decisions that happen before preparation begins. No taxpayer data belongs here.

Run the free launch check

Now

Practice-launch readiness

Seven operational signals · saved only in this browser until you request email

Signal 1 of 70%

Is your PTIN current for 2026?

A valid PTIN is required before preparing federal returns for compensation.

Proof

Federal launch path

Current IRS entry points checked July 19, 2026. Confirm state, local, credential, insurance, and professional requirements separately.

PTIN

Before compensated preparation

Anyone preparing or assisting with federal returns for compensation generally needs a current PTIN. PTINs renew annually.

Open IRS PTIN requirements ↗

EFIN

Begin at least 45 days before e-filing

An EFIN belongs to the firm. Apply through IRS e-services, select the appropriate provider option, and pass suitability review.

Open the IRS application guide ↗

Written security plan

Before holding client data

A one-person practice still needs a written and implemented information security plan. Tailor it to the firm instead of copying a document blindly.

Open the IRS WISP template ↗

State and professional rules

Before advertising or accepting work

Business registration, preparer rules, privacy duties, and professional requirements can differ by location and credential. Verify them with the governing authority.

Start with IRS professional guidance ↗

Explore

First-season economics

These are editable planning assumptions, not market quotes or income promises.

Startup and annual overhead

Annual base cost

$3,750

Returns to cover it

11

Capacity and contribution

Gross revenue

$12,000

Before tax/labor

$7,500

Estimated hours

150

Contribution/hour

$50

Rehearse

First-client intake simulation

Decision 1 of 3

A prospective client has a W-2, 1099-NEC income, a dependent, Marketplace coverage, and digital-asset activity. They ask for a price immediately. What is your first move?

Demand test · not yet for sale

The proposed pass would add a personalized 30-day sequence, configurable workflows, pricing exercises, more client simulations, first-five referral tracking, and a downloadable operating-plan summary.

There is no checkout and no payment is being collected. Joining records paid-feature interest only.

Take the launch check first

Planning and educational tool only. Not legal, cybersecurity, business, or tax advice. EA Dojo does not collect taxpayer information on this page and is not affiliated with the IRS.