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I need paperwork that shows Tax Preparation tools for tax preparer, include a 1040 form fo

Tax Preparer
Resources

Preparation Process

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Gather Doucments

Gather all tax documents provided by the client

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Confirm Appointment

Confirm the clinet's appointment is set

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Prepare Documents

Enter Documents into the system and review before the appointment

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Meet, File, & Payment

Meet, File and Collect Payment from the Client

Tax Dome

Client Portal and App
Client Relationship Management (CRM)
Documnet Storage
Secure System
What we currently use

Tax Nitro

Funnel System
Client Relationship Management (CRM)
Sales and Marketing

Canopy

Client Relationship Management (CRM)
Documnet Storage
Secure System
Client Portal and App

Recommended Tools

Our Tax Ecosystem

An integrated ecosystem created to support tax preparers at every stage of their practice.

David McKay Timoteo, "'The Tax Coach,” is a seasoned tax strategist and coach who provides personalized tax strategy, preparation guidance, and professional support for individuals and business owners, helping them navigate complex tax challenges with clarity and confidence.

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myTaxAcademy is a comprehensive training platform designed to educate aspiring and established tax professionals in tax preparation, tax strategy, and essential business fundamentals. The platform combines structured coursework, real-world scenarios, and practical resources to help preparers build technical competence, operate compliantly, and develop sustainable tax practices.

Books and Balance provides accurate, tax-ready bookkeeping and financial reporting services that help businesses maintain organized records, stay compliant with reporting requirements, and remain prepared for efficient tax filing and financial decision-making.

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myGamePlan provides integrated tax technology and workflow solutions designed to support efficient tax preparation and day-to-day business operations. The platform includes tools such as Tax PlayBook PRO and Tax ReturnIQ PRO, which help tax professionals streamline processes, improve accuracy, and maintain operational consistency.

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Oath & Ink LV provides professional in-house and mobile notary services designed to support accurate document execution and reliable day-to-day transactions. The firm serves individuals, businesses, and professionals requiring notarization completed with precision, confidentiality, and compliance.

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