Customizable Tax Office Operating Manual

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Customizable Tax Office Operating Manual


Customizable Office Manual for your tax business. This is a great base for any tax office.


Sample Mission Statement//Values

Privacy Policy

Tax Preparer Regulations

Security/Theft Protection procedures

IRS Circular 230

Dress Code

How to handle complaints

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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