ATM Tax Pro Solutions & Academy

Miscellaneous resources

Explore a variety of resources available for download, including helpful guides, templates, and tools to support your needs.

DIGITAL DOWNLOADS!

ATMA Niche Markets

ATMA Office Supply Checklist

ATMA Schedule a Itemized Deductions 4012

ATMA Schedule Categories

ATMA Tax Season Readiness Checklist

ATMA Tax Deductions For Rideshare and References

ATMA Tax Deduction Tracker and Mileage Log TY22

ATMA Virtual Tax Co Trucker Worksheet

EIC Limits

Ideal Customer Avatar Worksheet

Net Profit Sheet for Business

PRIOR CLIENT CALLING SHEET

Schedule C Additional Due Dilligence Questions

Tax Preparation Engagement Letter

Tax Return Checklist

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