Install a Complete Tax-Prep Operating System in 30 Days
Tax Prep Pro replaces inbox chaos, document chasing, and review purgatory with one integrated workflow your firm owns. Done-with-you build, fully installed in 30 days, refund if the system doesn't deliver.
Built for the practices that run on
Tax Prep Pro installs a complete tax-prep operating system in your firm in 30 days. Intake to engagement to documents to prep to review to close — one integrated workflow you own. $5,000 setup. $497/mo ongoing. Refund if the system doesn't deliver.
Built for one specific person
A solo CPA, EA, or small-firm owner who is running tax preparation as the core of their practice — and who knows the seven biggest time leaks in a tax practice are all in workflow, not in the prep itself.
You're a fit if:
- You handle 30 or more individual or small-business returns per season
- You're personally involved in client intake, document collection, and review
- You've felt the difference between “this client took an hour” and “this client took a full day” and you can't predict which is which until you're in it
- You'd rather fix the system once than work harder every season
You're not a fit if:
- You're a Big-4 corporate tax practitioner (this is built for practice tax, not corporate tax)
- You're looking for software to buy (we install workflows; we don't sell SaaS)
- You're looking for someone to do tax prep for you (we install the system; you prep the returns)
A 30-day build, in three phases
You're not buying software. You're buying a fully-installed workflow that uses tools you'll own, configured into a single integrated system.
Phase 1 — Intake & Engagement
End-to-end client acquisition flow: qualification form, automated proposal generation, e-signature integration that closes engagement letters in under 48 hours, and deposit collection on signature, every time. By Day 10, a new lead goes from first contact to signed-and-deposited client without your touch.
DAYS 1–10Phase 2 — Documents & Prep Workflow
The operational core: single secure upload portal, structured document requests per return type, automated reminder cadence, and a prep checklist library matched to your return categories. Plus a time-quote system so you can price returns within 20% of actual prep time. By Day 20, document collection is automated and your prep capacity is predictable.
DAYS 11–20Phase 3 — Review, Close & Handoff
The back end: structured client-review packet, e-signature flow for approval, automated filing-and-close state machine (filed → invoiced → archived → client-notified), and a year-over-year archive system that finds prior returns in under 30 seconds. By Day 30, your firm runs the full tax-prep lifecycle through one integrated system you own.
DAYS 21–30Why this pays for itself
If you bill at $200/hour and spend roughly 40 hours/month on document chasing, prep firefighting, and review purgatory during peak season, that's $8,000/month of your time trapped in low-leverage work.
Recovering even 25% of those hours via the install — $2,000/month of recovered capacity — pays back the setup fee in 75 days.
If your peak season runs 4 months (January–April), the install pays for itself during your first tax season post-install. Every season after is upside.
Four Fridays, then it's yours
One 60-minute build session every Friday. Four sessions total. You're not building — we are. You're approving decisions, surfacing your firm's edge cases, and learning the system as it goes in.
Direct text access Monday–Friday for questions. Async. No scheduled calls needed.
At Day 30, you own everything. Documentation, SOPs, training videos for your team. The system runs whether we're in your life or not. Ongoing support ($497/mo) is month-to-month — keep it as long as it's useful, cancel anytime.
Productized — priced like it
One setup fee, one optional support tier, and two ways to pay. No agency scope creep.
Pay in full
$5,000 on engagement. Work begins within 5 business days.
Pay-as-you-build
$2,500 on engagement, $2,500 on Day 14 kickoff. Same timeline, same deliverable.
Ongoing support is month-to-month. Cancel anytime.
Refund if it doesn't deliver
If, 60 days after install completion, your firm doesn't have:
- A working intake-to-engagement flow that signs clients in under 48 hours, AND
- A working document collection system that automates reminders, AND
- A working review/close-out flow that doesn't trap returns in inbox purgatory,
…we refund the setup fee. Full stop. No prorated math, no “well actually.”
This isn't a gimmick. It's how we keep our judgment honest about who we take on.
Lenore is in active install with our first cohort of TPP firms. We're sharing testimonials as installs complete. If you'd like to be one of the first reference clients, mention it on the discovery call — we offer a $500 install credit to firms willing to share their experience publicly after Day 60.
Questions, answered
Will TPP work for my specific firm type?
What if I already have tools like a portal or e-sign?
What happens at Day 30 if I want to keep working with you?
Ready to install Tax Prep Pro?
The next step is a 30-minute discovery call. We confirm your firm's specific fit, walk through your worst workflow bottlenecks, and decide together whether TPP is the right install for your situation. No pressure to buy on the call. If we're not a fit, we'll tell you and recommend something else.
Book a Discovery Call →