2026-2027 Tax Office & Downline Compliance Toolkit

Your all in one solution for building a team of PTIN preparers :) Never worry about drafting contracts, agreements, and resources for keeping your downline in compliance. 

All clauses/agreements are in an editable GOOGLE DOC. 

Please understand that you MUST have a Gmail to access the Google Doc. We encourage you to edit these templates to fit your offerings and your firm. Please be sure that you tailor it to your needs. 

The preparer handbook & software manual (Tax Slayer Pro) is editable in Canva!

NOTE: THESE CANNOT BE RESOLD EVERYTHING IS FOR INDIVIDUAL USE