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Tax Pro Kit
Downloadable assets.
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Whenever we add new ones, you'll get those too—all for one price.
SAMPLE DOCUMENTS
Templates
Engagement Letter
Disengagement Letter
De Minimis Safe Harbor
Accountable Plan
Unit of Property
Forms
Client Intake Form
Individual Tax Organizer
Business Tax Organizer
Checklists
Bookkeeping Checklist (staff and manager)
Tax Return Prep Checklists (staff and manager)
Tax Return Review Checklist
1099 Checklis
NEWSLETTER
Expanded resource.
We expand on our tips and advice in our members-only paid newsletter subscription—a hyper-focused column on practice management issues and solutions.
BOOKS
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Our book series gives you the critical information to tackle a specific task, whether you need it for yourself or a client. Available in Kindle, paperback, or hardcover.
DIRECTORY
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Small business owners will reach out when they’re ready. Place yourself in front of them by getting a listing on our Tax Pro Directory. Only members who’ve purchased the Tax Pro Kit may apply.
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