Unfunded Tax Return Protocol

Tired of clients asking, “Where’s my refund?” or dealing with tax returns that seem stuck in limbo? This powerhouse eBook breaks down exactly what to do when a tax return is unfunded—so you can move with clarity, confidence, and compliance.

Inside this protocol, you’ll get:
✔️ Step-by-step guidance to troubleshoot unfunded returns
✔️ Professional language you can use when communicating with clients
✔️ Tips to protect your business and stay audit-ready
✔️ Real-world scripts, templates, and pro tips

Whether you're new to tax prep or a seasoned pro, this eBook will become your go-to guide when funding delays hit.

🖤 Instant download.
💖 Designed for tax professionals who want to stay ready, not get ready.