Are you tired of creating forms and documents for your tax firm?
Are you a Startup Tax Office and you need tax resources?
Are you a Tax Business Owner and you need to compare your paperwork to another Tax Firm?
If your answer is YES, you are in the right place. We provide sample and/or customized tax office forms, templates, documents, video training, and consulting to assist Tax Business Owners to operate an independently owned tax practice in accordance with the law & tax reulations as an ERO. Download our customizable forms to use as your own. With each purchase, copyright will be released.
done for you
We've created a solution for
Tax Business Owners.
The Startup Tax Box.
Your box will include
EFIN Application Assistant
Market Analysis Report
Two Hour Coaching Session
Resource Packet (newly added)
Resource Packet Box
Are you opening a tax office and you need all the forms in order to stay in compliance as a tax office? Or have you already established your office and you need to update your existing paperwork? Download all the templates for one low price. (does not include tax preparer's contract)
Tax Preparer's Contract
As a tax business owner, it is important that you protect your brand and your hardwork. Use our customizable tax preparer's contract as your own. This is a written contract that binds your contractors to the rules and regulations of your company. A non-compete clause is included as well.
Dependent Due Diligence Form
As a paid tax preparer, you are responsible for explaining to your client EITC specifics for claiming a dependent. Use this template to explain to your clients the test their dependent must pass in order to be a qualifying child for EITC. Your client will have to list information regarding the child(ren) and sign the form. Also, this form protects you as the ERO and/or paid tax preparer in case of an audit. Use this form as is and insert your logo.
Legal Deduction Worksheet
All tax clients are allowed a personal tax deduction on their return. This deduction reduces the amount of income that is taxable whether standard or itemized. if your client itemized deductions, as a paid tax preparer, you are required to complete your due diligence. Having your client complete this form, helps with the requirements according to Circular 230. Use form as is and insert logo.
HealthCare Coverage Due Diligence Form
As a paid tax preparer, you are required to ask questions regarding healthcare coverage in order to stay in compliance according to Circular 230. In order to avoid penalty and meet any due diligence requirements, tax preparers should consider using a checklist or form to gather additional information from the client. Use this form as is and insert your logo.
Education Credit Due Diligence Form
As a paid tax preparer, it is not merely enough to obtain the 1098T form in order for your client to quality for the Education Credit. It is important to gather additional information in order to comply with the due diligence requirements according to Circular 230. Use this form and add your logo
Engagement letters are one of the first lines of defense in a law suit or a malpractice cause of action against a tax preparer and/or tax firm. Every tax office should have an engagement letter. Use of this important practice tool can minimize professional liability risk, reduce confusion, improve collections, and ensure clients have a good understanding of the tax preparer’s role. Use this form as is and add your logo.
Self-Employed Due Diligence Form
As a paid tax preparer, you are responsible for completing due diligence for small business owners and independent contractors. Are you asking and obtaining the right information in order to complete your due diligence as a paid tax preparer? Use this template as is and add your logo.
Self-Employed Business Income & Expense Form
Don't get this form confused with the self-employed due diligence form. As a paid tax preparer, you can help your clients reconstruct business income and expenses and have them to complete this easy form before their appointment. This form helps your clients to gather his/her business income and expenses and completion of this form also helps paid tax preparer comply with some due diligence requirements.