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.
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