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


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Agreement to Pay Clause – Success Fee


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ATMA Tax Prep Fee Agreement Form


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Confidentiality Agreement


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Employee Hire Email


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Joint Venture Agreement


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Letter of Intent


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Memorandum of Understanding


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Partnership Agreement


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Subcontractor Agreement


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Tax office compliance


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Tax Preparation Engagement Agreement


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Tax Presentation Agreement


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Tax Return Review Agreement


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Tax Season Preparation Checklist


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Confidentiality Agreement


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Preparer WL Docs

Dependent Due Diligence Form


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Disabled Dependent Form


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Education Credit Form


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Engagement letter


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Healthcare Coverage Due Diligence


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Household Employee


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Household Verification form


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Household Verification Form for Employers


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Legal Deductions


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Lobby Applicant Sheet


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Mentoring Agreement


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Resources for smal bizness owners


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Self-employed due diligence


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Dependent Due Diligence Form


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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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