Description
Better Tools. More Confidence. One Bundle. 💚
Tax Pros, don’t wait until January 1st! Get prepared with three practical resources created by a Tax Pro, for Tax Pros.
Your Starter Bundle includes:
- 📗 2026 Tax Pro Playbook — Dumbing It Down for Tax Pros™ — practical tax guidance, reference tables, checklists, due diligence reminders, RSED guidance, acronym glossary & more.
- 📄 2026 Tax Pro Cheat Sheet — your quick desk reference for commonly used tax rules, deductions, credits, forms & reminders. Updated as of 9/14/26.
- 🔐 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.
Perfect for new and experienced Tax Pros who want to work smarter, stay prepared, and speak with confidence.
Educate. Elevate. Succeed.
****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! 🧾💚
Marshanika R. –
I am really glad that I purchased the Tax Pro Starter Bundle! Everything is easy to understand and feels like it was created by someone who actually understands what Tax Pros need. I keep the Cheat Sheet at my desk like suggested. The playbook makes things simple without the extra stuff, and the editable WISP saved me money and time. Definitely monty well spent!