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Forms & Template

Done For You Customized Tax Office Templates and Business Operation Training

Xpert Business Solution customized done for you templates and office operation training is the perfect solution for tax professionals who want to simplify the process during tax return preparation and who wants to raise their performance levels to gain the best results.

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

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 Office Contract Templates

In this package you will receive incredibly detailed contracts that you can utilize in your hiring process that you can customize to fit your company. Bonus: business plan template and marketing plan eguide

marketing plan

Tax Office Hiring and Training Package

In the package you will receive an interview questionnaire, contract, the information that you need to know what and how to train and evaluate on, detail job description, office procedure, phone answering skills and script, dress code policy, and how to manage diverse types of clients to include: walk-in, fax, email, and scan clients.

Small Business Tax Planning and Recordkeeping Package

In this package you will receive a small business income tax planning kit, client profit and loss sheet, client balance sheet, client expense tracker, client income tracker, income tax organizer, mileage log that can assist your client in tracking their income and expenses

Client Financial Worksheet Templates

In this package you will receive a 12-month income statement template, a multi-year statement template, profit and loss template and a business startup template that you can use to provide document prep services to your clients

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