New Preparer Starter Kit Bundle

The New Preparer Starter Kit is the perfect all-in-one resource for beginner tax professionals who want to start the season confident, compliant, and fully prepared. Designed in a clean, unbranded format, this kit gives new preparers the exact tools and guidance they need to serve clients professionally from day one — without feeling overwhelmed or unsure of what to do next.

Whether you’re a new preparer, an ERO onboarding staff, or a service bureau equipping your downline, this kit delivers proven, easy-to-follow documents that simplify every part of the tax preparation process.

What’s Included:

✔ Client Intake Form

A clean, structured intake form that captures taxpayer details, dependents, income, deductions, banking information, and notes. Helps preparers gather the right information upfront and reduce errors during preparation.

✔ Due Diligence Checklist

An IRS-aligned checklist that covers EITC, CTC, HOH, AOTC, and Schedule C requirements. Helps new preparers stay compliant, avoid penalties, and document credit eligibility properly.

✔ Identity Verification Sheet

A simple verification document that protects the preparer and the office. Ensures IDs, SSNs/ITINs, addresses, and bank accounts are confirmed and recorded for audit safety.

✔ New Client Script

A beginner-friendly script that guides preparers through greeting clients, asking the right questions, explaining the process, breaking down fees, and staying compliant. Works for in-office, phone, or virtual appointments.

✔ Tax Season Workflow Map

A step-by-step roadmap that walks new preparers through the entire tax process — from intake to e-file submission, refund tracking, and aftercare. Provides structure and confidence for beginners.

Who This Kit Is For:

• New tax preparers entering the industry
• EROs onboarding their first team
• Service bureaus training downlines
• Preparers seeking a reliable process and compliance tools
• Anyone who needs a professional, simple, repeatable system

Why You’ll Love It:

• Completely unbranded and ready for resale
• Simple enough for beginners, strong enough for compliance
• Saves hours of training and onboarding
• Helps prevent IRS errors and due-diligence penalties
• Creates a consistent, professional workflow for your team