Tax Office Essentials Bundle

For independent tax preparers, small tax firms, and EROs who need the core agreements to operate their business legally and professionally

Launch and operate your tax practice with confidence using the Tax Office Essentials Bundle—a collection of core business documents designed specifically for independent tax preparers, EROs, and boutique tax firms. This bundle includes legally-sound templates to help you set expectations with clients, protect your practice, and build professional credibility from day one.

Whether you're just starting out or refining your current systems, these foundational agreements support your operations, reduce liability, and streamline client onboarding.

What’s Included:

✅ ERO Agreement Template

✅ Non-Disclosure Agreement

✅ Tax Software Contract

✅ Tax Preparer Agreement

All templates are fully editable and designed to be customized with your business details for immediate implementation.

Legal Use & Disclaimer:

This bundle includes general legal templates intended for educational and informational purposes only and does not constitute legal advice. Please consult a qualified attorney for document customization and compliance with local laws.

By purchasing, you agree:

• Templates are for your personal or internal business use only.
• They may not be resold, shared, or redistributed.
• Unauthorized use is subject to legal action.
• The Curative Resource Co. assumes no liability for how these materials are used.

Perfect For:

• Solo tax preparers launching their practice
• EROs managing client files and authorizations
• Tax firms seeking standardized documents
• Tax pros formalizing their onboarding process

 Instant Digital Download | Editable, Professionally Written Templates