With the collaboration of a CPA this template was created with tax professionals in mind!

This Tax Services Agreement has the main agreement with the ability to adjust and change services for all of your firm’s needs using the 5 different Exhibits. The main agreement has all the terms necessary to make sure you Firm is protected. Each Exhibit has suggested language for the different services as well as different payment structures.

This template includes the following:

Main Tax Services Agreement Template includes:

• Automatic Payment Language

• Reimbursable Expenses

• Communication

• Confidential Information

• Discharge/Withdrawal

• Record retention

• And much more

Tax Preparation Services Exhibit A Template

Tax Representation Services Exhibit A Template

Monthly Bookkeeping Services Exhibit A Template

Payroll Services Exhibit A Template

Accounting Setup Services Exhibit A Template

**Nothing on this website is legal advice and no attorney-client relationship is formed by purchasing or viewing a contract template. If you have a specific problem and need legal advice, contact a licensed attorney.