The Only Hire Packet You’ll Ever Need Tax Offices | Staff Policies & Onboarding Templates

Built for serious tax professionals with a physical office and a real standard to uphold.

If you're operating a walk-in tax office, you already know this:
When you build a real business, you need real policies.

This done-for-you hiring and compliance packet gives you every document you need to onboard staff, set expectations, and protect your tax firm from day one.

No scrambling. No copying random templates off the internet.
Just structure, clarity, and systems that match your CEO energy.

This bundle includes fully editable templates for:

✅ Social Media & Confidentiality Policy
✅ Professional Offer Letter
✅ Sign-On Bonus Agreement
✅ Dress Code Policy (client-facing + office standard)
✅ Email & Professional Communication Disclaimer
✅ Code of Conduct + Office Behavior Guidelines
✅ Tax Preparer Conduct & Accountability Checklist
✅ Client Data Security Statement

Every document is crafted for maximum professionalism and protection, especially for firms with a storefront or in-person team.

Why It Works

This isn’t just paperwork. It’s leadership on paper.

Physical tax offices need:

✨ Boundaries
✨ Professional standards
✨ Clear communication
✨ IRS-aligned compliance
✨ Team accountability

When people walk into your office, they should feel the difference.
Structure builds trust. Policies protect your name.
And expectations create excellence.

This packet gives you all three.

Perfect For

✔️ Tax offices with a physical location
✔️ CEOs hiring seasonal or full-time staff
✔️ Firms ready to scale and protect their EFIN
✔️ Owners who want a professional, compliant office culture

Whether you’re opening your first location or leveling up your current operation, this is how you run your business, not let it run you.