BADDIES TAX SERVICES™ — The Complete Tax Agency-in-a-Box Operating System. Circular 230 & §7216 Compliant.

Tax Preparation Operations Center

Comprehensive tax return workflows for individual filers, self-employed contractors, S-Corporations, partnerships, and high-net-worth clients. Encoded with Circular 230, IRC §7216, GLBA Safeguards, TCPA, and state tax advertising rules.

Individual Tax Preparation Funnel

Full 1040 client acquisition funnel with encrypted document intake checklist, PTIN/EFIN authority badges, TCPA consent mechanisms, and direct SMS filing updates. Customize in Tax Funnel Studio.

Core Tax Preparation Categories

  • 1. Individual 1040 Filing — Standard, Itemized, Earned Income Credit, Child Tax Credit
  • 2. Self-Employed / Schedule C — Gig workers, creators, contractors, rideshare drivers
  • 3. Business Returns (1120-S, 1065) — S-Corps, LLCs, Partnerships, Reasonable Comp
  • 4. Premium Concierge & Expat — High-net-worth, multi-state, ITIN assistance, foreign income
  • 5. Drop-Off & Virtual Preparation — Remote document upload, e-signatures, direct deposit

Compliance-Aware Copy Formulas

Compliant Headline Formulas

PAIN-BASED:
"Need Your 2025 Taxes Prepared Accurately & On Time? Here's What to Do."
"Behind on Filing Your Returns? Get Caught Up Without the Stress."

OUTCOME-BASED (Disclaimed):
"Maximized Eligible Deductions for [City] Business Owners" [Results vary based on taxpayer records.]
"Accurate, Certified Preparation for Self-Employed & W-2 Filers"

AUTHORITY-BASED:
"Work Directly With an IRS PTIN & EFIN Credentialed Tax Professional"
"Baddies Tax Services™: Certified Preparation & Secure Digital Intake"

Approved Calls to Action

✅ APPROVED CTAs:
"Start Your Secure Tax Intake →"
"Schedule Your 15-Minute Tax Review →"
"Upload Your Tax Documents Securely →"
"Request Your Business Tax Consultation →"

❌ PROHIBITED CTAs (Never Use):
"Guaranteed Maximum Refund!"
"Get Your Tax Check Today!"
"IRS Certified Tax Professional" (This exact title does not exist)

Tax Office Pre-Launch Compliance Checklist