Tax Office Agreements

Set the standard before the refund drops.
Tax Office Agreements is your all-in-one client contract bundle crafted for elite tax professionals who don’t play about compliance, clarity, or cash flow. Designed with precision and branded with luxury in mind, this digital product protects your business, educates your clients, and keeps everything airtight before a single return is filed.

What’s Inside the Vault

This luxe bundle includes fully editable and ready-to-send Canva templates for the following essential client agreements:

• Client Engagement Letter – Define your role and set expectations from Day 1

• Payment Authorization – Get secure approval before services begin

• Due Diligence Acknowledgement – Keep yourself protected and your client informed

• Data Privacy Agreement – Build trust with a clear confidentiality promise

• Record Retention Policy – Outline how long and how well you keep their records

• Client Responsibility Agreement – Show them what they need to bring to the table

• Fee Agreement – Avoid fee disputes with upfront clarity

• Refund Offset Agreement – Disclose refund offsets the right way

• Refund Quote Agreement – Keep refund estimates documented and compliant

• ACH Authorization Agreement – Simplify payment collection with bank approval upfront

                  No-Resale Disclaimer 

Usage Rights: This digital product is for personal use only. Redistribution, resale, or sharing of this product in any form, original or modified, is strictly prohibited.