Business Tax Tools & Templates

Business Tax Tools and Templates

One thing I’ve learned in my tax career is that I won’t get “bonus points” for reinventing the wheel. Other people have invented a lot of things that I can use to make my life as a tax professional easier, more profitable, and more fun.

It is a lot of fun, however, for each of us to customize the “wheels” of our businesses and careers. I can apply my own creativity to something someone else invented and end up with a solution that fits me perfectly.

With this dynamic in mind, here is a quick list of some of the immediately actionable “plug-and-play” Tools & Templates we’ve built for our Pronto Tax School Members:

  • Tax Preparer Job Ad / Position Description Template
  • Compensation Structure for Tax Professionals
  • “Client Stealing” Concerns Language Template
  • Tax Preparer Training Plan
  • Team-Based Tax Preparation Process
  • Tax Season Readiness Checklist
  • 1040 Tax Preparer Pre-Employment Assessment
  • Business Tax Pre-Employment Assessment
  • CPA Adam Shay Pricing Process
  • Business Tax Return Preparation Checklist (CPA Adam Shay)
  • Business Tax Return Document Request (CPA Adam Shay)
  • 1040 Tax Return Questionnaire (Andy Frye)
  • Business Tax Return Questionnaire & Document Request (Andy Frye)
  • QBI Deduction Protector Spreadsheet
  • Real Estate Agent Tax Training Presentation Template
  • Questionnaire for Clients When Choosing a Business Structure
  • Accountable Plan Expense Reimbursement Template
  • Tax Savings Estimator for Startup Business
  • Startup Business Tax Consultation Template
  • Simple Profit and Loss Template
  • Employee Retention Credit Calculator
  • Client Profitability Calculator
  • Simple Tax Engagement Letter Sample
  • S Corporation Tax Preparation Workflow (CPA Andrea MacDonald)
  • S Corp Step by Step Tax Prep Process (Andy Frye)
  • Business Tax Info and Docs Request Template Email
  • Plug-and-Play Explanation of Accountable Reimbursement Plan
  • Request Accounts Reconciled Template Email
  • Unadjusted Financials Template
  • Payment or Refund Detailed Instructions Template

You get all of those immediately actionable tools & templates instantly included in the Business Tax Verified Training Program. Our Business Tax Verified Members simply grab the tools & templates we need, and then we customize them to match up with our own style, our software programs and processes, our target client groups, etc.

Click here to join the Business Tax Verified Training Program today and get real help with your real business tax clients, right now.

We built the business tax training, tools, and support Program we needed for ourselves when we ourselves were struggling to serve more advanced business tax clients such as C corporations, S corporations, and multi-member LLC’s.

The price of the Program is less than the average fee for one good business client.

If you have any questions about whether or not the Business Tax Verified Training Program would help you this tax season (and beyond), please click here to contact our dedicated support team and we will assist you directly.

Let's Make Sure We Direct You to the Right
Training for Your Needs!

Please click the button below for your primary tax credential.

Not sure which credential applies to your situation?  Click here to reach our support team and we'll help you decide.

Let's Make Sure We Direct You to the Right
Training for Your Needs!

Please click the button below for your primary tax credential.

Not sure which credential applies to your situation?  Click here to reach our support team and we'll help you decide.