ATM Tax Pro Solutions & Academy

Contracts

Easily access and download any documents you need, from tax forms to legal papers, all in one convenient place.

DIGITAL DOWNLOADS!

Agreement for Borrowing Money Against eFIN

Agreement to Pay Clause - Success Fee

ATMA 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

Confidentiality Agreement

Preparer WL Docs

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 smal bizness 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