ATM Tax Pro Solutions & Academy

Contracts

Access essential tax contracts templates in PDF format. Our resources help you manage your tax agreements with ease.

Digital Download!

Agreement for Borrowing Money Against eFIN

Agreement to Pay Clause - Success Fee

ATM Tax Prep Fee Agreement Form

Confidentiality-Agreement

Employee Hire Email

Joint Venture Agreement

Letter of Intent

Memorandum of Understanding

Partnership Agreement

Subcontractor Agreement

Tax Office Compliance

Tax Preparation Engagement Agreement

Tax Presentation Agreement

Tax Return Review Agreement

Tax Season Preparation Checklist

ATM Tax Prep Fee Agreement Form

PREPARER WL DOC

Dependent Due Diligence Form

Disabled Dependent Form

Education Credit Form

Engagement letter

Healthcare Coverage Due Diligence

Household Employee

Household Verification Form

Household Verification Form for Employers

Legal Deductions

Lobby Applicant Sheet

Mentoring Agreement

Resources For Small Business Owners

Self-employed due diligence

Dependent Due Diligence Form

Our Vision

Atm Tax Pro Solutions aimed to be the most trusted and reliable software and education company that offers a simple, fast, accurate, comprehensive, affordable, and reliable software for financial planners. Our goal is to offer our customers the best possible service – we want to impress them with our hands-on approach and provide them the best experience they could want.

Our Mission

Our mission is to deliver the best tax preparer software, tax planning, and tax research solutions for individual taxpayers and tax professionals. We are passionate about our software and we love helping tax preparers make an extra income with our service. Our mission is to help make it simple, fast, accurate, comprehensive and affordable for you to save hundreds or thousands every year with your tax returns.

Core Values

As a trusted software and education company, ATM TAX PRO SOLUTIONS provides professional service for all your federal and state tax needs. We believe that our clients are the most important part of the ATPS service. As such, we recognize that our client satisfaction is critical to maintaining strong relationships with both clients and colleagues across our network. We're friendly, we're responsive and you always know who to contact if you have a question.

What Our Clients Say

Great customer service support. Very hands on with teaching and making sure you’re able to understand the software. If you’re more a hands on person, this is the company for you.

Chyna Mae
United States

This is an amazing company. The customer service was on point and she took care of my needs. Thanks so much!

Sheba Powell
United States

If your looking for the perfect person to help you understand and really make your tax business next level your in the right spot ! Very professional , Ebony is an amazing mentor and teacher.

Taylor Medina
United States