BeginnerSlide lesson20 min
Starting a tax business
Entity choice, EFIN, insurance (E&O), software selection, and the pre-season checklist.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)
Entity choice, EFIN, insurance (E&O), software selection, and the pre-season checklist.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)