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STARTER — LEARN + PREPARE
STARTER — LEARN + PREPARE

You keep thinking about tax preparation for a reason.

What if this is the season you stop wondering if you could do it?

For the future preparer who sees the opportunity but wants to learn the work before trying to build the whole business.

THE STORY BEHIND THIS PATH

You do not need to show up already knowing how to run a tax business.

Maybe people already ask you tax questions. Maybe you have watched somebody else earn seasonal income and thought, “I could learn that.” The problem is the gap between being interested and actually knowing what to do first. Starter closes that gap with education, workflow and a supported place to begin.

WHERE THIS CAN LEAD

First you learn. Then you prepare. Then you decide whether this stays seasonal income or becomes something with your name on it.

A day in the STARTER — LEARN + PREPARE journey

IMAGINE THE NEXT VERSION OF YOUR BUSINESS

Not just another tax season. A direction.

DOES THIS SOUND LIKE YOU?

The right package should feel recognizable before you ever reach checkout.

01

You are new to professional tax preparation

02

You want training before taking responsibility for returns

03

You want to experience the industry before investing in a full independent setup

04

You want a lower-cost entry point with somewhere to grow

WHAT YOUR MONEY OPENS

You are buying a position to move from.

The package connects the pieces around this particular stage so you can spend less time piecing together a setup and more time building the part customers actually see.

TBG Tax Academy professional education

Training resources and workflow guidance

70% preparer / 30% TBG split on eligible collected preparation fees

TBG internal-team pathway

Professional platform access after onboarding

Client referral potential through the TBG team structure

BEFORE YOU BUY

Know exactly what qualifies you for this path.

No burying the EFIN question inside an application. Check the requirements here first.

PTIN required before preparing federal returns

Government-issued ID

Background check

Onboarding completion

FROM INTEREST TO OPERATING

Here is what happens after you say yes.

01

Apply to the Starter / internal-team path

02

Complete credential verification and onboarding

03

Train and learn the TBG preparation workflow

04

Begin preparing within the supported structure

05

Graduate toward Independent when ownership becomes the goal

YOUR NEXT MOVE

You have seen the path. Now decide whether it belongs in your story.

The application that opens next is already set for this exact journey. You will not be sent back through the package maze.

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TBG Shoppe LLC is a tax-focused company serving the self-employed, freelancers, creators, small business owners, taxpayers, and tax professionals. Through TBG Tax Solutions, TBG Tax Academy, and professional pathways, we support tax preparation, planning, education, and tax business growth.

Tax Preparation • Tax Planning • Tax Education • Professional Pathways

Where Entrepreneurs Do Taxes

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Call TBG Shoppe: (888) 973-5915
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Where Entrepreneurs Do Taxes • File. Plan. Maximize.