TAX PREPARER WORKBOOK
The Amazing Touch Tax Preparer Workbook is a comprehensive training and reference guide designed for both new hires and experienced tax professionals. Created by Amazing Touch Tax Services LLC, this workbook serves as a cornerstone for onboarding, continuing education, and everyday support throughout the tax season.
Inside, you'll find:
✅ A welcome message and vision from CEO Kasey
✅ Step-by-step company policies and professional expectations
✅ A solid foundation in individual tax preparation and IRS compliance
✅ Hands-on guidance for using tax preparation software securely and effectively
✅ Practical resources, tools, and tips to serve clients with excellence
✅ Real-world exercises and an answer key to build skill and confidence
Whether you're preparing your first return or your thousandth, this workbook will equip you with the tools, knowledge, and standards required to represent Amazing Touch with integrity and success.