Learn | Launch | Scale
Build a tax practice that belongs to you
You may already have the Tax Business Blueprint. You may have completed the self-assessment and started thinking seriously about whether tax preparation could become your next career or business.
This recorded webinar shows what happens next.
Jason D. Carr, Esq., LL.M., walks through the Tax Business Blueprint Program, including the three phases of the program, the curriculum, the Learning Lab, the welcome kit, the Momentum Calls, the business-launch resources, and the enrollment options.
Watch the Webinar
In this presentation, Jason explains how the program takes you from learning tax preparation to launching your own practice and continuing to develop your skills as your business grows.
The Tax Business Blueprint Program includes:
- Individual tax preparation training
- Self-employment and Schedule C training
- Business startup instruction
- Legal and ethical training
- Client acquisition and pricing guidance
- Business systems and workflow development
- Ongoing coaching and practitioner support
What You Will Learn
1. Why MuseSpring Was Built
Jason built MuseSpring to help people create independent tax practices while understanding the legal and professional responsibilities that come with preparing returns for clients.
The program emphasizes ethics, compliance, Circular 230, due diligence, and sustainable practice development.
2. The Learn | Launch | Scale Model
The program is organized into three phases:
- Learn: Build the technical foundation for individual and self-employment tax preparation.
- Launch: Establish the business, client process, pricing, marketing, and operating systems.
- Scale: Continue developing through Momentum Calls, the Learning Lab, community support, templates, and advanced courses.
The program includes 30 modules, 101 lessons, and approximately 120 hours of instruction, with a target completion period of 8 to 12 weeks.
3. The Individual Tax Preparation Curriculum
Phase 1 includes 12 modules and 41 lessons covering topics such as:
- Ethics and preparer responsibilities
- Filing status and dependents
- Wage income and withholding
- Interest, dividends, and investment income
- Deductions
- Tax credits and due diligence
- Retirement income
- Capital gains
- AI-assisted tax workflows
- Comprehensive review and practice returns
The phase includes approximately 52 hours of instruction and 50 CE hours.
4. Self-Employment and Schedule C Preparation
Phase 2 focuses on the work many new preparers encounter early in their practices.
The curriculum covers:
- Schedule C
- Self-employment tax
- The QBI deduction
- Depreciation
- Home office and vehicle deductions
- Recordkeeping
- Reading a profit and loss statement
- Small business advisory conversations
- AI tools for small business workflows
Phase 2 includes 8 modules, 28 lessons, approximately 35 hours of instruction, and 30 CE hours.
The foundational program focuses on individual and self-employment returns. More advanced return types, including S-Corp and partnership returns, are covered through later advanced courses available through MuseSpring.
5. How You Build the Business
The Launch phase includes 10 modules and 32 lessons covering:
- Your launch plan
- Business-owner mindset
- LLC formation
- PTIN, EFIN, and AFSP pathways
- Software and operations
- Insurance and data security
- Pricing and client engagement
- Marketing and client acquisition
- Systems and workflows
- Team scaling and growth pathways
6. Your Business Launch Portfolio
By the end of the Launch phase, you will work toward a portfolio that includes:
- 90-day launch roadmap
- Startup budget
- LLC formation documents
- PTIN confirmation
- EFIN application
- Written Information Security Plan
- Engagement letter template
- Fee schedule
- Client consultation script
- Marketing calendar
- Referral partner list
- Tax season workflow
- Quality review process
7. The Scale Membership
Six months of the Scale Membership is included with enrollment.
The membership includes:
- Weekly Momentum Calls
- Full Learning Lab access
- Templates and SOPs
- Practitioner community
- Advanced course access
- Direct MuseSpring team support
After the included six months, membership continues at $1,999 per year or $199 per month, with no contract required.
More Than Online Training
The program is delivered through the Learning Lab, with self-paced lessons, assignments, exams, and capstone projects.
Enrollees also receive a physical welcome kit containing:
- A printed training binder of approximately 480 pages
- A copy of The Tax Business Blueprint
- Additional learning resources
The program is designed for career changers and does not require prior tax or accounting experience. It uses a software-agnostic approach that includes Drake Tax, TaxSlayer Pro, Lacerte, and ProConnect Tax Online.
What You Receive When You Enroll
Enrollment includes:
- 30 modules and 101 lessons
- Approximately 120 hours of instruction
- Approximately 92 CE-qualifying hours
- Individual tax preparation training
- Self-employment and Schedule C training
- Business startup curriculum
- Three capstone projects
- LLC formation assistance
- Welcome kit with binder, book, and resources
- Six months of Scale Membership
- Weekly Momentum Calls
- Learning Lab access
- Templates and SOP library
- Practitioner community
- Advanced course access as you grow
- Course access within 24 hours of enrollment
The Investment
$2,497 one time
or
3 monthly payments of $899
You build a practice you own, supported by attorney-led training, business-launch resources, a physical welcome kit, six months of Momentum Calls, and continuing access to the Learning Lab and practitioner community.
Is This Program Right for You?
The Tax Business Blueprint Program may be a fit if you:
- Want to build an independent tax practice
- Are willing to learn and follow professional standards
- Want a practical business-launch roadmap
- Prefer structured training over trial and error
- Want access to ongoing coaching and community
- Are ready to commit consistent time to the process