📘 BB Luxury Tax Preparer Handbook: Tax Season 2025/2026
The Ultimate Guide for Tax Professionals Ready to Dominate the Season
Whether you’re a seasoned tax preparer or launching your first season, the BB Luxury Tax Preparer Handbook is your all-in-one blueprint for success in the 2025/2026 tax season. Designed exclusively for partners using BB Luxury Tax Software, this comprehensive eBook covers every aspect of the virtual tax preparation business—from compliance and client communication to software tools, payout schedules, and cybersecurity.
Inside, you’ll find:
✅ Step-by-step onboarding instructions (PTIN, EFIN, IRS requirements)
💼 Professional workflow systems using cloud-based TaxSlayer Pro
💰 Revenue models & weekly payout schedules
🛡️ Zero-tolerance fraud policy & compliance checklist
🏦 Bank product guidance including refund advances & check printing
🔐 Client data protection & cybersecurity protocols
🧾 Audit protection benefits & best practices
📆 Season wrap-up and renewal roadmap for returning partners
This handbook is more than just a training tool—it’s your virtual playbook for running a compliant, profitable, and professional tax business. Stay connected with your team, master the tech, protect your clients, and maximize your earnings with confidence.
