Free for tax professionals

Free guides to run a better tax office

Checklists, scripts and worksheets we built from years of running tax offices. Use them this season, share them with your team, keep them forever.

Tax Season Launch Checklist

Everything to finish before your first client walks in: credentials, software, bank products, pricing, marketing and your team.

A printable list to send every client before their appointment, so they bring everything the first time.

The four IRS due diligence rules in plain language, plus sample interview questions for EITC, child credits, AOTC and head of household.

Nine ready-to-send messages: win-backs, reminders, missing documents, filed and accepted updates, refund holds and referrals.

Build a fee list that pays you fairly for complex returns, and check what you really earn per hour.

Get started with Top Notch Tax Suite, or book a call and we'll walk you through exactly how the partnership works.