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Copyright 2019 Xpert Business & Tax Solutions | All Rights Reserved Website Designed by Michael Crowne | www.michaelcrowne.com

Forms & Templates

Done For You Customized Tax Office Forms, Templates, and Documents

 

“For Income Tax Business Owners and Preparers”

Are you tired of creating forms and documents for your tax business?

If your answer is Yes, Xpert Tax Solution has what you need.

Starting, building and growing a business is exciting, but can be hard work. In order to gain financial freedom in your business, you have to start leveraging some of your responsibilities. Xpert Tax Solution has what you need to run your tax business most efficiently and effectively. We have created customizable versions of tax business forms, templates, and documents to help you systemize your income tax business.

CUSTOMIZED OFFICE ASSISTANT CONTRACT

As a tax business owner, it is very important that you protect yourself and your company. Many tax business owners have office assistants contracting with their company.

 

Xpert Tax Solutions has created a very detailed office assistant contractor contract that you can download and customize to fit your company.

EMPLOYEE TAX PREPARER CONTRACT

As a tax business owner, it is very important that you protect yourself and your company.

 

Xpert Tax Solutions has created a very detailed employee tax preparer contract that you can download and customize to fit your company. 

CUSTOMIZED TAX COMPANY OFFICE MANUAL

For added value and professionalism for your tax business Xpert Tax Solutions has created a downloadable customized tax company manual that will give your tax business rules and guidelines of operation for your staff. 

 

In the company manual, you will be able to add or take out to fit the policies and rules of your company.

TAX OFFICE ASSISTANT TRAINING KIT

The office assistant is one of the most important people to work for your company. Office Assistant Tax Preparation Training Kit was created to save and leverage your time, while also giving the owner and/or manager all the tools needed to train the best office assistant. The 21-page training kit is in a downloadable form and you can customize the training for your own company.

 

In the training kit you will receive an interview questionnaire, contract, the information that you need to know what and how to train and test on, detail job description, office procedure, phone answering skills and script, dress code policy, and how to handle different types of clients to include: walk-in, fax, email, and scan clients.

CUSTOMIZED TAX BUSINESS INTAKE TAX FORMS TEMPLATE

As a tax business owner, there are some forms necessary for the intake process, filing, and protection of your company. Xpert Tax Solutions has packaged some necessary forms that your office can use that can save and leverage your time. These forms can also be used to meet your company due diligence requirements that are required by the IRS for tax preparers for certain tax credits and deductions.

 

In this package of downloadable forms that you can customize to fit your company:  Letterhead Form, Check Sign Out Form, Invoice Form, Direct Deposit Form, Disclosure Form, Fax Cover Form, Limited Power of Attorney Form, Main Information Form, Preparer Interview Form, Self Employment Form, Sign In Form, Sworn Statement of Resident Form, Staff Contact Form, and Time Sheet Form.

SMALL BUSINESS TAX PLANNING KIT

As a self-employed and small business owner, good record-keeping is essential. Keeping detailed records helps you to more accurately track how well your business is doing.

 

Xpert Tax Solution has packaged a small business income tax planning kit to help you in understanding your tax requirements, record keeping, self-employment taxes, and a detailed income and expense booklet that will help you record for a whole calendar year your business income and expenditures. 

CUSTOMIZED INDEPENDENT CONTRACTOR TAX PREPARER CONTRACT

As a tax business owner, it is very important that you protect yourself and your company. Many tax business owners have independent tax preparers contracting with their company.

 

Xpert Tax Solutions has created a very detailed independent tax preparer contractor contract that you can download and customize to fit your company.

TAX BUSINESS ALL FORMS OPERATION KIT

As a tax business owner, it is important that your business is running on autopilot during tax season.  It is essential that you build systems and processes that can be automated as much as possible. Having systems in place make it easier to operate and manage your company.

 

Xpert Tax Solutions has created a ready-made system that you can implement in your company that can assist you in dealing with your clients and staff.