Tax Office Starter Kit
Run Your Tax Office Like a Real CEO
Are you tired of feeling unorganized, overwhelmed, or unsure where to start?
This Starter Kit gives you EVERYTHING you need to operate like a professional tax preparer.
WHAT’S INSIDE:
✔ Client Intake Form
✔ Business Organizer
✔ Tax Prep Checklist
✔ Appointment Checklist
✔ Onboarding Steps
✔ 20 Ways to Market
✔ PTIN/EFIN/ERO Guide
✔ Welcome Script
✔ Workflow Map
✔ 12-Month Expense Tracker
✔ Google Docs–Ready & Fully Editable
WHY YOU NEED IT:
✨ Gives your tax business structure
✨ Saves hours every week
✨ Makes tax season smooth & compliant
✨ Looks professional to your clients
✨ Helps you operate like a CEO, not a hustler
Instant Download • Fully Editable • High-Value
➡️ Get Yours Today at www.taxmonarc.com