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Tax Office Partner Form- Tax Pro

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$19.00
$19.00
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Elevate Your Tax Firm’s Professionalism with Editable Templates! 📝

Ensure your tax firm operates with top-notch professionalism and efficiency with our suite of 11 customizable templates, designed for seamless integration into your business practices. Perfect for safeguarding your firm when engaging with new tax preparers or service bureaus, these templates include:

  • Tax Preparer Partner Software Agreement
  • Confidentiality and Non-Disclosure Agreement
  • EFIN Assistance Agreement
  • Compliance & Due Diligence Agreement
  • Media Permission for Interviews
  • Use of Partner Photograph Agreement
  • Independent Contractor Agreement
  • Non-Compete Agreement
  • Paid Preparer Fraud Acknowledgement
  • Preparer Conduct Agreement
  • Bank Product Agreement
  • Refund Advance Loan Agreement
  • Payroll Agreement

All templates are editable, allowing you to customize them with your firm's branding and specific needs. Stay organized, protect your business, and maintain professionalism with ease.


You will get the following files:
  • PDF (820KB)
  • PDF (322KB)