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DUE DILIGENCE CLIENT INTAKE FORM TEMPLATE

Stay compliant with our helpful tax prep client intake form

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Additional Resources

Helpful IRS Links

Software Training Videos & Resources

Free Tools For Tax Businesses and Service Bureaus

Browse our free library of tools, templates, checklists, calculators, IRS links and more. 

 

Many of these tools come from our blog so be sure to check that out for fresh tools, tips, and insights.

 

Our tools are always:

  • Instant access (no email required)

  • Free (no credit card required)

  • Private (no data captured or stored)

PROFIT LEAK QUIZ

Take a short quiz to see if your tax business is at risk for the most common profit leaks.

SOFTWARE COST CALCULATOR

Use our free calculator to see how much you actually paid for tax prep software last season.

PRE-SEASON CHECKLIST

Make sure your tax business is ready for success with our checklist. From our blog article.

2024 / 2025 TAX GUIDE

From Bloomberg Tax. A helpful resource to help you plan and comply with the latest tax codes

4 TYPES OF PROFIT EXPLAINED

Understand the 4 types of profit and their importance a tax business. From our blog article.

CUSTOMER APPOINTMENT CHECKLIST

Help clients prep for their meeting with you. Includes customizable version you can rebrand.

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