Tax Office Agreements Every ERO Needs

📘 Tax Office Agreements (Editable Digital PDF)

Running a professional tax office means protecting yourself, your clients, and your business with the right agreements in place. This editable PDF package provides a complete set of ready-to-use tax office agreements that you can customize with your business name, logo, and terms.

Inside, you’ll get:

✔ Engagement Letter – set expectations, scope of services, and client responsibilities

✔ Payment Authorization – ensure clear payment terms and secure fee collection

✔ Due Diligence Acknowledgment – document compliance with IRS due diligence requirements

✔ Data Privacy Agreement – safeguard client data and build trust

✔ Record Retention Policy – outline how long records are kept and client obligations

✔ Client Responsibility Agreement – clarify the client’s role in the filing process

✔ Fee Agreement – establish clear pricing and payment methods

✔ Refund Offset Agreement – protect your fees even if a refund is reduced or withheld

✔ Refund Quote Agreement – confirm client approval of estimated refund or balance due

✔ ACH Authorization Agreement – set up secure direct payments if refunds are delayed or offset

💡 Why You Need This:

• Protect your tax business legally and financially
• Prevent misunderstandings and disputes with clients
• Show professionalism by having clients sign official agreements
• Save time with done-for-you templates that are editable and reusable

⚡️ Digital Product – Editable PDF

You can brand and tailor these agreements to fit your office policies.

🚫 No Refunds

Due to the nature of this being a digital product, no refunds will be given under any circumstances.