top of page

Forms
& eBooks

Access a wide range of digital products that offer valuable insights, tools, and resources to enhance your tax business.

Xpert Business Solution offers customized, done-for-you templates, office procedure operation training, and digital eBooks, providing the perfect solution for tax business owners and professionals.

Keyboard

Simplify your tax return preparation process and elevate your performance levels to achieve the best results with our expertly crafted resources.

Tax Office All Forms Operation Templates

Unveil the full potential of your tax preparation business with our comprehensive Operational Toolkit, meticulously designed to streamline both client interactions and staff management. This robust package is a turnkey solution for modern tax professionals. In this package, you will get all of our intake forms, contracts, and done for you templates

$499

Tax Office Company Intake Templates

In this package of downloadable forms that you can customize to fit your company:  Letterhead Form, Check Sign Out Form, Invoice Form, Direct Deposit Form, Disclosure Form, Fax Cover Form, Limited Power of Attorney Form, Main Information Form, Preparer Interview Form, Self-Employment Form, Sign in Form, Sworn Statement of Residency Form, Staff Contact Form, and Time Sheet Form. Bonus: Fillable Preparer Interview Form, Self Employment, and Sworn Statement of Residency

Tax Business Success Bundle

The Tax Business Success Kit contains five digital eBooks that will help you set up and grow
your tax business. You will find all the information you need, as well as tools and resources, in
this comprehensive bundle deal.

Two Pens
"I grabbed the forms template bundle!! These forms are literally EVERYTHING and I mean EVERYTHING you need in your office!!!"

Tomiko Preatto Brown

bottom of page