Course curriculum

  • 01

    Templates

    • Confirmation of Understanding

    • Tax Preparer Job Ad / Position Description Template

    • Compensation Structure for Tax Professionals

    • "Client Stealing" Concerns Language Template

    • Tax Preparer Training Plan

    • Team-Based Tax Preparation Process

    • Tax Season Readiness Checklist

    • 1040 Tax Preparer Pre-Employment Assessment

    • Business Tax Pre-Employment Assessment

    • CPA Adam Shay Pricing Process

    • Business Tax Return Preparation Checklist

    • Business Tax Return Document Request

    • 1040 Tax Return Questionnaire

    • Business Tax Return Questionnaire

    • QBI Deduction Protector Spreadsheet

    • Real Estate Agent Tax Training Presentation Template

    • Questionnaire for Clients When Choosing a Business Structure

    • Accountable Plan Expense Reimbursement Template

    • Tax Savings Estimator for Startup Business

    • Startup Business Tax Consultation Template

    • Simple Profit and Loss Template

    • Employee Retention Credit Calculator

    • Client Profitability Calculator

    • Plug-and-Play Price Increase Notification Letter

    • Simple Tax Engagement Letter Sample