Say goodbye to guesswork and protect your tax business (cover your a**) like a boss. This done-for-you agreement kit gives you every document you need to run a compliant, professional tax business — and for just a little extra? I’ll custom-brand it for you.

Inside the kit:

• Engagement Letters

• ACH Payment Authorizations

• Due Diligence Acknowledgments

• Data Privacy Agreement

• Refund Offset Disclosures

• Client Responsibility Checklists

• Fee Agreement

• Refund Offset Agreement

• Refund Quote Agreement

• Record Retention Policy

Bonus Add-On: Want it customized with YOUR brand? ✔️ I’ll add your logo to every form ✔️ Insert your company name where needed ✔️ You get a ready-to-send branded version

Select Add-on before checkout price: $12 — total peace of mind, less stress, and no Canva headaches. delivered within 3 days