MRR: PREPARER TAX OFFICE FORMS & AGREEMENTS BUNDLE

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With Master Resell Rights (MRR) to our PREPARER TAX OFFICE FORMS & AGREEMENTS BUNDLE, you not only receive professional tools to streamline your own tax office but also gain the opportunity to resell this complete package to other tax professionals and keep 100% of the profits!

What’s Included:

• Engagement Letter: A clear and professional letter that defines the scope of services, client responsibilities, and payment terms, ensuring both parties are aligned from the start.
• Payment Authorization Agreement: Ensure timely payments with this authorization form, securing payments whether clients are paying directly or through bank products.
• Due Diligence Acknowledgment: Safeguard your business from penalties by having clients confirm the accuracy of their information, maintaining compliance with IRS due diligence requirements.
• Data Privacy Agreement: Build client trust by reassuring them that their personal and financial data is protected and that you comply with privacy laws.
• Record Retention Policy: Clearly state how long client records will be retained and how they will be securely disposed of, ensuring mutual understanding of document storage responsibilities.
• Client Responsibility Agreement: Minimize delays and errors by ensuring clients understand their role in providing accurate and timely information for smooth tax preparation.
• Fee Agreement: Eliminate fee disputes by outlining your service costs upfront and having clients acknowledge the fees before work begins.
• Refund Offset Agreement: Protect your earnings by ensuring clients understand they are still responsible for tax preparation fees, even if their refund is reduced or offset.
• Refund Quote Agreement: Provide clients with full transparency by offering them a quote of their expected refund or liability, ensuring they approve the final return submission.
• ACH Authorization Agreement: Streamline payments by allowing clients to authorize ACH withdrawals for delayed refunds, offsets, or agreed-upon services, ensuring you’re paid promptly.