Preparer Compliance Training Toolkit

Protect your business, follow the rules, and keep your office running like a well-oiled machine. The Preparer Compliance Training Kit gives you the exact tools and training you need to meet compliance requirements and operate with confidence all tax season long.

What’s Included:
✔️ Training Slides – Clear, step-by-step guidance to train yourself or your team on compliance best practices.
✔️ Compliance Checklists – Never miss a requirement with easy-to-follow checklists.
✔️ Engagement & Disclosure Forms – Professional templates to protect you and your clients.
✔️ Digital Acknowledgment Forms (JotForm) – Collect client and staff compliance confirmations with ease.
✔️ Reference Materials – Quick guides for IRS rules, due diligence, and record-keeping standards.

Perfect for solo preparers or full tax office teams, this kit helps you stay compliant, avoid penalties, and maintain a professional reputation year after year.

💖 Instant download
🖤 Ideal for PTIN holders, EFIN partners, and tax office owners