Tax Pro Boss Bundle: Contracts, Confidence & Compliance

This bundle has everything you need to protect your business, secure payments, and look professional from day one. Stop worrying about the legal stuff—these PDFs take care of it for you!

What’s Inside:

Promise to Pay Agreement – Secure payments upfront with clear, easy terms.

Client Engagement Letter – Set client expectations and protect your time.

Refund & Payment Policy – Define your rules for fees, missed appointments, and more.