Step-by-Step Guide to Getting Approved and Launching Your Tax Business the Right Way

If you’re serious about running your own tax business, the first major step is securing your EFIN—and this guide walks you through every part of the process.

Inside The EFIN Playbook, I break down:

    •    What an EFIN is and why it’s non-negotiable if you want to be the boss

    •    How to apply and get approved by the IRS without the confusion

    •    The documents, background checks, and setup you need to avoid delays

    •    How to stay compliant and prepare for IRS approval like a pro

    •    Bonus tips to help you structure your business legally and profitably

Whether you’re just getting started or tired of relying on someone else’s EFIN, this is your go-to blueprint to finally take ownership of your tax business.

If you’re ready to be the ERO, not just work under one—this eBook is your first power move.