623-226-7948
info@urbanazfinancial.com
Urban AZ Financial • Tax Business Launch Program
Build your business with a clear plan, practical systems, and support from Eric and Constance. Choose the help you need—from business formation and IRS setup assistance to a complete tax-office launch.
Start by telling us about your experience, location, preferred package, and target launch date through our contact form.
Your business. Your starting point.
Get help organizing your entity, application requirements, and next steps before you invest in a tax business.
Move beyond preparation skills with client forms, pricing, procedures, training, and a marketing launch system.
Bring your brand, website, workflow, and operating systems together with hands-on launch support.
Three levels of support
Each package builds on the previous level. We review your starting point and confirm the written scope before enrollment.
For someone who primarily needs formation and IRS setup assistance.
$595 down + 2 payments of $600
For an owner who wants the systems and training to operate a professional tax business.
$1,195 down + 4 payments of $575
Everything in Starter, plus:
For someone who wants Eric and Constance to help build the whole operation.
$2,495 down + 5 payments of $900
Or $6,495 paid in full.
Everything in Professional, plus:
Payment timing, deliverables, training/support limits, and any separate government fees, software licenses, subscriptions, or office expenses will be specified in your agreement. Application assistance does not guarantee IRS approval. No income, client volume, or business results are guaranteed.
What happens next
Tell us about your tax experience, where you plan to operate, your timeline, and the help you need. We discuss fit and requirements.
Select your package, review the engagement agreement, and arrange your deposit. Your onboarding checklist defines the information and actions needed.
Work through formation, application assistance, and the systems included in your package. Your launch depends on readiness and any required approvals.
Before you enroll
Tell us your current experience during the consultation. We will discuss your training needs and whether the program fits your starting point. Business setup alone does not establish tax-preparation competence.
No. We provide application assistance. Eligibility, review, and approval decisions remain with the IRS. We do not promise an approval date.
We can discuss a home-based, virtual, or office-based model. Your plan needs to account for applicable requirements, secure client information handling, software, and the way you will serve clients.
The package describes the services and setup assistance provided. Before you enroll, your written agreement will identify included costs and any separate government fees, software licenses, subscriptions, equipment, or office expenses.
Your timeline depends on your experience, completed documents, training, software readiness, and any required approvals. We will build a practical plan during onboarding; a fixed launch date is not guaranteed.
Explore our Business Match Assessment and Business Opportunity Catalog. Our broader Business Launch Program helps you consider other business paths.
Take the first step
Tell us which package interests you, your current tax-preparation experience, your city and state, and when you would like to launch. Use the existing contact form to begin; please do not send SSNs, passwords, tax returns, or other sensitive documents.
We Make the Complex Simple. Practical financial infrastructure for individual taxpayers, entrepreneurs, and owner-led small businesses in Phoenix, Arizona.
