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Tax Professional Starter Kit
$27.97
Full Product Description:
Digital Download | Private Use License
The TAX Pro Starter Kit is a foundational toolkit created for new and emerging tax professionals who want to launch their office with clarity, compliance, and confidence. Whether you’re applying for your EFIN, organizing your client intake process, or just getting your desk in order, this bundle includes the essential templates and checklists you need to operate like a true professional — from day one. Each form is editable and ready to customize with your business name, making it simple to implement immediately.
What’s Included in This Bundle:
– Confidentiality Agreement Template
– ERO Contract Agreement
– Independent Contractor Agreement
– Software License Agreement
– Tax Preparation Engagement Letter
Ideal For:
– New and aspiring tax professionals setting up a compliant office
– EROs preparing to go independent for the first time
– Service bureaus onboarding students, mentees, or new staff
– Tax preparers building systems before the next tax season
Licensing Terms:
This product is sold under a Private Use License. You may:
– Customize the templates for your own tax business
– Use the completed files internally with your team and clients
You may not:
– Resell or redistribute the original or modified files
– Share with other professionals or groups
– Claim the content as your own creation
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.
