🟣 Fee Protection & Collections Kit for Tax Pros

Protect Your Fees • Stop Chasing Clients • Get Paid Every Time — Even When Refunds Delay

If you’re tired of clients ghosting, refund delays turning into “I’ll pay you when it hits,” bank products not funding because of IRS holds, or people acting like your fee magically disappears when the IRS moves slow — this kit is your new best friend.

I built this for tax pros who use bank products as their primary payment method, but still need a system that protects their fee when:

• IRS delays the refund

• The refund gets offset

• Bank products don’t fund

• Clients can’t (or won’t) pay upfront

• People stop answering the phone

• Identity verification halts refund release

• Clients act confused about how fees actually work

This kit gives you the exact system, scripts, contracts, policies, and professional documentation you need to stop losing money… WITHOUT giving up bank products.

✅ WHAT YOU GET (FULL BUNDLE)

📘 The Tax Pro Fee Protection & Collections Playbook (50+ Pages)

A complete, step-by-step manual that teaches you:

• How bank products really work

• Why some refunds don’t fund

• How to explain delays professionally

• How to read IRS transcript codes

• The full refund delay workflow

• How to set expectations before filing

• How to enforce fees respectfully

• How to prepare cases for collections

• How to protect your money every season

📄 The Full Contract Pack (Copy & Paste)

Includes:

• Full Tax Preparation Engagement Letter

• ACH Payment Authorization Form

• Bank Product Disclosure

• Payment Plan Agreement

• Final Notice Letter

• Collections Packet Documentation Text

• Do-Not-Serve Notice

• Client Policy Summary (handout-ready)

📋 Scripts & Checklists Bundle

Includes:

• Refund delay scripts

• Friendly, firm & final payment reminders

• Ghosting scripts

• Offset explanation scripts

• IRS verification scripts

• Fee enforcement checklist

• Bank product failure checklist

• Collections submission checklist

• Office documentation checklist

Everything is word-for-word ready to use.

🧾 Professional, Legal-Sounding, Sell-Ready Language

All documents are written in a clean, authoritative voice that protects your office, your EFIN, your money, and your boundaries.

💡 WHY YOU NEED THIS KIT

Because real life looks like this:

• The IRS reviews your client’s return → bank product doesn’t fund

• Refund gets offset → client disappears

• IRS freezes refund → client thinks it’s your fault

• ACH declines → client dodges messages

• Client says “I’ll pay you when I get my refund”

• You’re doing follow-up work for free

• You’re getting stressed over money you EARNED

This kit shuts ALL of that down.

You get:
✔️ Policies that protect your fee
✔️ Scripts that remove emotion
✔️ Contracts that enforce responsibility
✔️ Systems that keep your money secure
✔️ The exact wording that removes arguments
✔️ Documentation that collections agencies require

No more begging.
No more chasing.
No more guessing.
No more “when it hits.”

⭐️ WHO THIS KIT IS FOR

Perfect for:

• Solo tax preparers

• Multi-office owners

• Service bureau partners

• Mobile tax pros

• Virtual preparers

• VITA/volunteer leaders

• Growing offices that use bank products heavily

If you’ve ever lost even ONE fee because of an IRS delay, this kit pays for itself.

🟩 BENEFITS

• Protects your revenue

• Eliminates confusion

• Reduces client excuses

• Cuts down disrespect

• Strengthens your office policy

• Makes you look more professional

• Saves HOURS of arguing, texting, or chasing

• Ensures you get paid EVERY time, regardless of IRS timing

This system helps you make more, work less, and run your office like a REAL business.

🚀 READY TO PROTECT YOUR MONEY?

Add the Fee Protection & Collections Kit for Tax Pros to your toolbox today and finally get paid what you’re worth — on time, every time.

⚠️ DISCLAIMER

This kit includes templates and recommended office policies. It does not replace legal or tax advice. Always verify compliance with your local laws and IRS guidelines.