Customizable Tax Office Operating Manual

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Customizable Tax Office Operating Manual


This Customizable Office Manual includes Standard Operating Procedures (SOPs)in the following areas:

  • Company Culture

  • Customer Service

  • Privacy Policy

  • Tax Preparer Regulations

  • Security/Theft Protection Measures

  • IRS Circular 230

  • Dress Code

  • Tax Prep Procedures

and much more!

This is the perfect starting point. Add/remove as needed. Get your office up to par with your own company manual.



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