Everything you need to run your office right — from Day 1.

Whether you're onboarding your first preparer or tightening up your own compliance game, this welcome kit is your all-in-one toolkit to build, manage, and protect your tax business like a pro.

📦 What’s Inside:

1. Client Intake & Due Diligence Checklists

2. Editable Contracts & Compliance Forms.

3. Preparer Onboarding SOPs

4. Audit-Ready Systems

5. Marketing & Referral SOP

This isn’t just paperwork. It’s your foundation.

If you want your tax office to run smoothly, stay compliant, and be audit-ready at all times, this kit is a must.