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