Tax Professional Growth Kit

Take the guesswork out of building a professional tax practice

Elevate your tax business with our comprehensive Tax Pro Growth Kit, a digital collection of essential forms, checklists, and guides designed to streamline your workflow and ensure professional excellence. The Tax Pro Growth Kit is meticulously designed to help tax professionals, from new preparers to seasoned experts, establish and grow their business with confidence and ease. This kit provides the foundational documents and resources needed to manage clients, maintain compliance, and organize your office efficiently, allowing you to focus on serving your clients.

Inside, you'll find:

• Client Intake Forms
• W-9 and Consent to Use/Disclose Form Templates
• Client Agreement (Template)
• EFIN Application Checklist
• ERO Office Setup Blueprint
• New Client Welcome Letter (Template)
• Office Supply Checklist
• PTIN Registration Steps
• Read Me First 
• TaxPayer Interview Form
• Tax Preparer Due Diligence Guide
• Tax Pro Checklist

This kit serves as a comprehensive resource for starting, managing, and scaling a successful tax preparation business. It organizes critical documents and workflows into a single, accessible package, saving you time and ensuring you have all the necessary components for professional operation and client management.

Product Format:

Digital Download (PDF & DOCX) - No physical product will be shipped

Who It’s For:

This kit is perfect for new or aspiring tax professionals looking to establish their business with a professional and organized foundation, as well as existing tax preparers seeking to streamline their operations and enhance client management.

Important Download Note:

Your purchase is a PDF file that contains the links for the actual files. If your download appears as a ZIP file, you must extract it before opening.

Windows: Right-click the ZIP file and select "Extract All..."
Mac: Simply double-click the ZIP file.
The original PDF file will appear in a new folder, ready to use!

Can't Find Your Files?

If you don't see the access email in your primary inbox shortly after purchase, please be sure to check your spam or junk folder. Sometimes, automated delivery emails can be filtered there.

If you have any inquiries, please feel free to email our customer service at info@thecurativeresourceco.com. We will respond to all inquiries within 24-48 business hours.

License & Terms:

This digital product is for personal or internal business use only. It may not be resold, shared, or redistributed in any format. 

All rights reserved by The Curative Resource Co.