Tax Office Agreements

What's Included in the Kit:

1. Engagement Letter
   Professional and clear, this letter outlines the scope of services, client responsibilities, and payment terms, ensuring both parties understand their roles from the start.

2. Payment Authorization Agreement
   Secure your payments upfront with this authorization form. Whether clients are paying directly or through bank products, this ensures you get paid on time, every time.

3. Due Diligence Acknowledgment
   Protect your business from penalties by having clients confirm the accuracy of the information they provide, ensuring compliance with IRS due diligence requirements.

4. Data Privacy Agreement
   Reassure clients their personal and financial data is protected, and maintain compliance with privacy laws, all while building trust in your services.

5. Record Retention Policy
   Clearly outline how long you’ll retain client records and how they will be securely disposed of, ensuring both parties know their responsibilities for document storage.

6. Client Responsibility Agreement
   Avoid delays and errors by making sure clients understand their part in the process, providing accurate and timely information to ensure smooth tax preparation.

7. Fee Agreement
   No more fee disputes! Lay out the cost of your services upfront and have clients acknowledge all fees before work begins.

8. Refund Offset Agreement
   Protect your earnings in cases of refund offsets by ensuring clients know they are still responsible for tax prep fees, even if their refund is reduced or eliminated.

9. Refund Quote Agreement
   Give clients full transparency by providing them with a quote of their expected refund or liability, ensuring they approve the final return submission.

10. ACH Authorization Agreement
    Set up seamless payments by allowing clients to authorize direct ACH withdrawals for delayed refunds, offsets, or agreed-upon services, ensuring you get paid without hassle.