TAX PRO INTAKE FORM TEMPLATES AND OFFICE CONTRACTS

Tax Pro Intake Forms & Tax Office Contracts is your all-in-one resource to set up a polished, compliant, and efficient tax office. Designed specifically for tax professionals and EROs, this collection includes the essential documents you need to onboard clients confidently and protect your business.

Inside, you’ll get:

✅ Professional Intake Forms – Clear, organized templates to gather client details accurately and ensure you have all the information required before starting a return.

✅ Essential Tax Office Contracts – Ready-to-customize agreements covering engagement terms, payment policies, refund authorizations, and other critical client relationships.