Build your dream team — without the legal drama, guesswork, or Google search stress.

Whether you’re onboarding new team members or renewing contracts for the upcoming season, this kit gives you every essential form and agreement you need to run a legit, protected, and organized tax office.

This isn’t some cute Canva checklist — this is the real paperwork that covers your ass when it’s time to lead, train, hire, or fire.

Inside the Kit:

• 📄 Official Team Contract Agreement

• 🏦 Direct Deposit Form

• 🔐 Non-Disclosure & Confidentiality Agreement

• 🛑 Non-Compete / Non-Solicit Agreement

• 👩🏽‍💻 ERO Agreement (for Service Bureaus & Contractors)

• 💾 Software License Agreement

• ✅ Due Diligence Acknowledgment Form

• 💼 Code of Conduct + Ethics Agreement

• ⚠️ Termination Policy Acknowledgment

• 👏🏽 Roles & Expectations Sheet

• 📝 W9 / Employee Info Sheet

• 📚 Team Handbook Receipt Form

• 🔒 Client Data Protection Policy

Bonus Add-ons (Optional):🔥 Add-On Customization Available: Want this training deck branded for your business? ✔️ Add your logo ✔️ Use your brand colors ✔️business name

Just select the $12 customization add-on at checkout, and I’ll brand it for you within 3 business days.

💥 Perfect for:

• Tax offices with multiple team members

• SBs onboarding PTIN holders

• CEOs ready to stop wingin’ it with contractors and staff

If you’ve ever had to say “I wish I had that in writing…” this is your sign.