The Tax Preparer Starter Guide is your go-to resource designed to help you launch your tax preparation business with clarity and confidence. Inside, you’ll find practical checklists, essential setup steps, and direct links to trusted tools and compliance resources — everything you need to get your business organized, stay on the right side of IRS regulations, and start serving clients like a pro.
✔ Comprehensive startup checklist & resource guide
✔ Links to trusted tools, and compliance resources
✔ Engagement letter Template
✔ Instant access after purchase
By using this template you are agreeing to my Terms and Conditions. This template is property of Keysi Hodge and/or Hodge & Co Solutions. It is intended for personal use for you and your own business only. You may not share, redistribute, resell, transfer or give the templates away to others not paid or for free.
Due to the instant and digital nature of this product, there are no refunds or exchanges. If you have any problems with the download or file, please contact me.
Feel free to reach out at info@hodgeandcosolutions.com.
The Tax Preparer Starter Guide is your go-to resource designed to help you launch your tax preparation business with clarity and confidence. Inside, you’ll find practical checklists, essential setup steps, and direct links to trusted tools and compliance resources — everything you need to get your business organized, stay on the right side of IRS regulations, and start serving clients like a pro.
✔ Comprehensive startup checklist & resource guide
✔ Links to trusted tools, and compliance resources
✔ Engagement letter Template
✔ Instant access after purchase
By using this template you are agreeing to my Terms and Conditions. This template is property of Keysi Hodge and/or Hodge & Co Solutions. It is intended for personal use for you and your own business only. You may not share, redistribute, resell, transfer or give the templates away to others not paid or for free.
Due to the instant and digital nature of this product, there are no refunds or exchanges. If you have any problems with the download or file, please contact me.
Feel free to reach out at info@hodgeandcosolutions.com.
