Ultimate Tax Professional Toolkit Bundle

A complete resource for tax professionals, self-employed individuals, and small business owners looking to stay organized, compliant, and efficient.

This all-in-one toolkit provides essential guides, checklists, and templates to help manage deductions, streamline workflows, and maintain compliance.

What's Included:

- Self-Employed Deduction Guide

• • A detailed, job-specific master list of deductible expenses based on Schedule C.
  • Covers 30+ industries, including freelancers, truckers, beauty professionals, and entrepreneurs.

- Marketing Template Suite

• • Fully customizable templates for yard signs, door hangers, promotional flyers, and social media graphics.
  • Editable formats for Canva, Photoshop, and PowerPoint.

- Schedule C Masterclass Slides

• • Covers profit and loss statements, IRS compliance, and best practices for tax professionals.
  • Ideal for training tax preparers, PTIN holders, and business owners.

- Due Diligence Checklist & Compliance Guide

• • A structured checklist to ensure IRS compliance and proper documentation.
  • Covers Schedule C requirements, ERO, PTIN, and EFIN compliance.

- Customizable Client Intake Forms

• • IRS-compliant forms for tax offices with editable fields for efficient client onboarding.

- Tax Business Growth Guide & Seasonal Campaign Calendar

• • Strategies to increase client retention, optimize marketing, and grow a tax practice.
  • Pre-planned marketing calendar for year-round client engagement.

Key Features:

• Fully editable in PDF, Canva, Word, and Google Docs
• Designed to meet IRS compliance standards
• Pre-designed templates to save time and effort
• One-time purchase with lifetime access

Download instantly and start optimizing your business today.