Resources – Atlanta Tax Mobb Academy

Resources

Easily access and download any documents you need, from tax forms to legal papers, all in one convenient place.

CONTRACTS

Agreement for Borrowing Money Against eFIN

Agreement to Pay Clause - Success Fee

ATMA Tax Prep Fee Agreement Form

Confidentiality Agreement

Employee Hire Email

Joint Venture Agreement

Letter of Intent

Memorandum of Understanding

Partnership Agreement

Subcontractor Agreement

Tax office compliance

Tax Preparation Engagement Agreement

Tax Presentation Agreement

Tax Return Review Agreement

Tax Season Preparation Checklist

Confidentiality Agreement

Preparer WL Docs

Dependent Due Diligence Form

Disabled Dependent Form

Education Credit Form

Engagement letter

Healthcare Coverage Due Diligence

Household Employee

Household Verification form

Household Verification Form for Employers

Legal Deductions

Lobby Applicant Sheet

Mentoring Agreement

Resources for smal bizness owners

Self-employed due diligence

Dependent Due Diligence Form

Miscellaneous Resources

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

How To Guides

ATMA Common IRS Links For Clients

ATMA How To E File a Federal Extension

ATMA Niche Markets

ATMA Office Supply Checklist

ATMA Schedule a Itemized Deductions 4012

ATMA Schedule Categories

ATMA Tax Prep Fee Agreement Form