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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

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

Copyright 2019 Xpert Tax Service, LLC

EMPLOYEE TAX PREPARER CONTRACT

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

Copyright 2019 Xpert Tax Service, LLC

CUSTOMIZED TAX COMPANY OFFICE MANUAL

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

Copyright 2019 Xpert Tax Service, LLC

TAX OFFICE ASSISTANT TRAINING KIT

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.

Copyright 2019 Xpert Tax Service, LLC

CUSTOMIZED TAX BUSINESS INTAKE TAX FORMS TEMPLATE

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.

Copyright 2019 Xpert Tax Service, LLC

SMALL BUSINESS TAX PLANNING KIT

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. 

Copyright 2019 Xpert Tax Service, LLC

CUSTOMIZED INDEPENDENT CONTRACTOR TAX PREPARER CONTRACT

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

Copyright 2019 Xpert Tax Service, LLC

TAX BUSINESS ALL FORMS OPERATION KIT

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.

Copyright 2019 Xpert Tax Service, LLC