🧾 What’s Inside the Tax Pro Starter Kit (Legal Edition)
This foundational kit is designed for tax professionals who want to run their business like a compliant, six-figure operation. Built with federal guidelines and real attorney insights, this digital kit includes:
✅ Legal business structure overview (LLC, EIN, bank setup)
✅ Required federal forms and compliance checkpoints
✅ Client intake best practices (contracts, engagement letters)
✅ Data protection, consent, and recordkeeping policies
✅ Secure file storage + signature process overview
✅ BONUS: Legal Disclaimer Template for Tax Pros
⚖️ For educational use only. Not intended as legal advice. Always consult a tax attorney for state-specific compliance.
Tax Pro Starter Kit (Legal Edition)
This download is for personal use only and may not be distributed or resold.






