Tax Pros: 10 Essential Forms & Agreements to Organize Your Back Office

Streamline your tax business and protect your practice with this comprehensive set of 10 professionally drafted forms and agreements designed specifically for tax professionals. These ready-to-use documents help you stay compliant, set clear expectations with clients, and keep your back office running smoothly.

From engagement letters to payment authorizations, each form is created to save you time, reduce disputes, and ensure a professional client experience. Simply customize with your business details, print, or send digitally—and get back to focusing on what you do best: serving your clients.

What’s Included:

• Engagement Letter

• Payment Authorization

• Due Diligence Acknowledgement

• Data Privacy Agreement

• Record Retention Policy

• Client Responsibility Agreement

• Fee Agreement

• Refund Offset Agreement

• Refund Quote Agreement

• ACH Authorization Agreement

Perfect For:
✔ Tax preparers who want to stay organized
✔ Setting client expectations from day one
✔ Protecting your business with clear documentation

Instant digital download—get organized today!