ULITIMTED TAX TOOL KIT 12 + DFY TAX FORMS
Launch or level up your tax business with this all-in-one digital download featuring 12 essential tools designed for tax professionals, EROs, and independent preparers. Whether you're just starting or refining your systems, this toolkit provides the structure, compliance, and strategy you need to operate like a pro.
What's Included:
✅ Schedule C Deduction Sheet – Track business write-offs with ease
✅ “What You Need to File” Guide – Help clients come prepared
✅ Tax Planner – Organize estimated payments & key deadlines
✅ Independent Contractor Agreement – Protect your business legally
✅ EFIN Readiness Form – Ensure IRS registration readiness
✅ Audit Red Flag Compliance Checklist – Stay off the radar
✅ Tax Office Startup Checklist – Everything you need to launch
✅ “Creating Irresistible Offers” Guide – Boost client conversions
✅ Client Strategy Form – Capture goals & customize service
✅ Security & Identity Protection Checklist – WISP starter steps
✅ Tax Prep Engagement Letter – Set expectations & legal terms
✅ Master Compliance Checklist – Keep your office audit-ready
Perfect For:
🔹 New tax professionals
🔹 Independent EROs
🔹 Mobile and virtual tax offices
🔹 Bookkeepers expanding into tax prep
💼 Use these editable, plug-and-play forms to stay compliant, attract clients, and build a high-functioning back office.