Agreement for Borrowing Money Against eFIN

Agreement to Pay Clause - Success Fee

Toptier Tax prep Fee Agreement Form

Confidentiality Agreement

Employee Hire Email

Join Venture Agreement

Letter of intent

Memorandum of Understanding

Subcontractor Agreement 

Tax Office Compliance 

Tax Preparation Engagement

Agreement  

Tax Presentation Agreement

Tax Return Review Agreement

Tax Season Preparation Checklist 

Confidentiality Agreement 

Disabled  Dependent Form

Education Credit Form

Engagement Letter

Healthcare Coverage Due Diligence 

Household Employee

Household Verification Form

Legal Deduction

Dependent Due Diligence Form

Mentoring Agreement

Resources for Small business  owners 

Self-employed due diligence