tax business owner?

We are a one-stop shop for tax business owners.  We provide coaching, training, and packages to help you succeed in the tax industry.   

 
  • STARTUP TAX OFFICE BOX

    YOUR COMPLETE STARTUP TAX OFFICE IN A BOX.  THIS BOX COMES WITH EVERYTHING  YOU NEED TO OPEN A TAX BUSINESS.  

    • PROFESSIONAL CLOUD BASED TAX SOFTWARE W/ MOBILE APP

    • SOFTWARE TRAINING

    • ONE HOUR COACHING SESSION

    • EFIN APPLICATION ASSISTANCE

    • NEW OFFICE SAMPLE BUDGET

    • STARTUP OFFICE SUPPLY LIST

    • BANK PRODUCT APPLICATION ASSISTANCE

    • CUSTOMIZABLE DOCUMENT TEMPLATES

    • TAX PREPARATION TRAINING W/ CONTINUING EDUCATION CREDITS 

  • TAX OFFICE TEMPLATES COMPLETELY CUSTOMIZABLE

    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)

     

    • Intake Sheet

    • Engagement Letter

    • Self-Employment Due Diligence Form

    • Legal Deduction Form

    • Household Employee Form (updated)

    • Household Employee Verification Form (updated)

    • Dependent Due Diligence Form

    • Head of Household Due Diligence Form (new)

    • Education Credit Form

    • Disabled Dependent Form 

  • HOUSEHOLD EMPLOYEE VERIFICATION FORM

    If your client received cash wages as a seasoned tax preparer, it is important that you verify that the income is legitimate.  Provide this income verification form to the household employee for completion.  In case your files are audited, this will show that you have gone the extra step as a component tax preparer.  

  • HOUSEHOLD EMPLOYEE WORKSHEET 

    Did your client receive cash wages?  Need help explaining the difference between a household employee and self-employed worker?  This form helps paid tax preparers to obtain the necessary information needed in order to complete due diligence.  

  • INDEPENDENT CONTRACT TEMPLATE FOR TAX PREPARERS

    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.

     

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