Built by a working preparer

The only tax-business launch service that counts back from opening day

One dated plan for your PTIN, EFIN and first clients, for adults with a day job who want to prepare returns from home next season.

Sample · first step on the plan

Get your PTIN

16 weeks before opening day

No filing software. No cut of any return.

McQuaig & Associates does not sell filing software. It is the plan that comes before your first return.

We take nothing from any return you prepare. The only charge is the monthly subscription for the tools.

The plan is for US adults with a day job, often after a season at a chain or returns done for family, who want to prepare from home next season.

Your PTIN gets the first line on the plan, with a date counted back from opening day.

Your EFIN gets the next line, dated the same way, so nothing waits on the last week.

First clients get the last line. Work backward until the people you know are ready for opening day.

Launch plan

Sample

Sample content. Your own plan is counted back from opening day of filing season.

The dated plan for your PTIN, EFIN and first clients.

Free

No payment needed

Unlocks the tools you use once clients start to arrive.

$29 per month

Launch price · cancel anytime

The subscription is billed monthly through Stripe. The checklist stays free either way.

The web app comes from a working preparer with 5 to 10 years in the chair.

It is made for people who have done a season at a chain, or prepared returns for family, and now want to prepare from home.

The launch-plan checklist is free to use without paying.