Tax Pro Starter Kit

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

All content is protected by U.S. copyright law.

Legal Notices:

This bundle includes a Copyright and Legal Disclaimer. These materials are provided for educational and internal business use only. Always consult your own legal advisor before implementing business documents in client-facing or legal matters. The seller is not liable for misuse or unauthorized edits to the templates.

Refund & Chargeback Policy:

This is a digital product. Due to the nature of instant delivery, all sales are final. We do not offer refunds, returns, or exchanges. Chargebacks initiated for delivered digital goods will be disputed and reported under our licensing protection terms.

Need Help Customizing or Updating?

Download instructions are included. If you need help editing or refreshing this kit next season, contact our support team for upgrade options or paid customization services.

Delivery Format:

Instant digital download. No physical product will be shipped. Files are available immediately after purchase.