OWN A TAX OFFICE?

Price range: $99.99 through $249.99

Running a tax office? Stop buying individual copies for every Tax Pro. Our Tax Office Bundle Plans give your team access to practical, ready-to-use tax resources under one office license.

Each plan includes the Tax Pro Playbook, Cheat Sheets, and an Editable WISP (including detailed instructions) — designed to help your staff prepare returns with more confidence and consistency.

One office. One bundle. Your whole team covered. 💚

****Note 2027 Filing Season Update 💚***

IRS forms, instructions, and guidance for Tax Year 2026 may continue to change before filing season. Tax professionals should always verify the most current IRS guidance before preparing returns.

Purchased this Playbook or Cheat Sheet? We got you! 🙌🏾 If a significant change becomes final that impacts this resource, Caroline LeVere Consulting will provide purchasers with an updated Playbook and/or Cheat Sheet reflecting the final changes.

📩 Make sure you contact us to request your updated copy once final changes are released.

Because tax law changes—and we’re gonna keep Dumbing It Down for Tax Pros! 🧾💚

Digital Product License: Your purchase is subject to Caroline LeVere Consulting's Digital Product License & Terms of Use. Individual purchases are licensed to one user and may not be shared, reproduced, redistributed, or resold.

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OWN A TAX OFFICE?

Description

Tax Office Bundle — Up to 25 Tax Pros

Got a whole tax team? We got you! 💚 Equip your office with up to 25 Tax Pro Cheat Sheets, 25 Tax Pro Playbooks, and 1 Editable WISP (including detailed instructions) .

Each Bundle includes:

  • 📗 2026 Tax Pro Playbook — Dumbing It Down for Tax Pros™ — practical tax guidance, reference tables, checklists, due diligence reminders, RSED guidance, Common Sense questions, acronym glossary & more.
  • 📄 2026 Tax Pro Cheat Sheet — your quick desk reference for commonly used tax rules, deductions, credits, forms & reminders. Updated as of 9/27/26.
  • 🔐 Editable Written Information Security Plan (WISP) — includes sample appendices that guide you through customizing and finalizing your WISP based on your office’s everyday security practices, including how you protect client information, manage access, handle records, work with service providers, and respond to security incidents.

Keep your team on the same page, working smarter, and preparing returns with confidence — without buying everything one by one.

One purchase. One office. Up to 25 Tax Pros. Let’s get that office ready for tax season! 💰📚

Additional information

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SMALL OFFICE, GROWING OFFICE, LARGE OFFICE

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