Preparer Contract Template Bundle

For Tax Office Owners Ready to Organize and Scale with Confidence

Take the guesswork out of onboarding and protect your business from day one with our Preparer Contract Template Bundle—a must-have for tax office owners who want to run a professional, compliant, and efficient operation.

This all-in-one bundle includes seven fully customizable templates designed to help you set clear expectations, secure your business, and pay your team properly—whether they’re in-office or remote.

✅ What’s Included:

• Tax Preparer Fee Calculator – Quickly calculate and adjust preparer pay based on commission percentage.

• Tax Preparer Agreement – Set clear roles, responsibilities, and compliance expectations from day one.

• Pay & Compensation Agreement – Define pay structure, incentives, and performance-based bonuses with transparency.

• Direct Deposit Authorization Form – Collect secure payment details for fast and smooth payroll processing.

• Remote Clean Desk Policy – Ensure your remote team follows secure workspace practices that protect client data.

• WISP Agreement – Stay IRS-compliant with a Written Information Security Plan that your team can sign and follow.

• Non-Compete Agreement – Protect your client base and intellectual property with enforceable legal boundaries.

⚖️ Protect Your Business. Empower Your Team.

Whether you’re hiring your first preparer or managing a growing team, this bundle ensures you have the legal and operational foundation to grow with confidence.