{"product_id":"tax-office-agreement","title":"Tax Office Agreements","description":"\u003ch4\u003e\u003cstrong\u003eWhat's Included in the Kit:\u003c\/strong\u003e\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eEngagement Letter\u003c\/strong\u003e\u003cbr\u003eProfessional and clear, this letter outlines the scope of services, client responsibilities, and payment terms, ensuring both parties understand their roles from the start.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003ePayment Authorization Agreement\u003c\/strong\u003e\u003cbr\u003eSecure 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.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eDue Diligence Acknowledgment\u003c\/strong\u003e\u003cbr\u003eProtect your business from penalties by having clients confirm the accuracy of the information they provide, ensuring compliance with IRS due diligence requirements.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eData Privacy Agreement\u003c\/strong\u003e\u003cbr\u003eReassure clients their personal and financial data is protected, and maintain compliance with privacy laws, all while building trust in your services.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eRecord Retention Policy\u003c\/strong\u003e\u003cbr\u003eClearly 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.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eClient Responsibility Agreement\u003c\/strong\u003e\u003cbr\u003eAvoid delays and errors by making sure clients understand their part in the process, providing accurate and timely information to ensure smooth tax preparation.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eFee Agreement\u003c\/strong\u003e\u003cbr\u003eNo more fee disputes! Lay out the cost of your services upfront and have clients acknowledge all fees before work begins.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Offset Agreement\u003c\/strong\u003e\u003cbr\u003eProtect 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.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eRefund Quote Agreement\u003c\/strong\u003e\u003cbr\u003eGive clients full transparency by providing them with a quote of their expected refund or liability, ensuring they approve the final return submission.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eACH Authorization Agreement\u003c\/strong\u003e\u003cbr\u003eSet 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.\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e","brand":"R\u0026S Tax Pros ","offers":[{"title":"Default Title","offer_id":45842893504704,"sku":"","price":5.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0672\/3180\/9728\/files\/EBOOKmockupsaying_TaxOfficeAgreements.jpg?v=1733787252","url":"https:\/\/shop.rstaxpros.com\/products\/tax-office-agreement","provider":"R\u0026S Tax Pros ","version":"1.0","type":"link"}