Tax Zone
Client Letters, Checklists
Sample tax season checklists
Getting Ready for Tax Season Checklist, Presented by ProSeriesGetting Ready for Tax Season, article - WebCPASample engagement letters and 2007 tax organizers, provided by the following firms:
Kahn, Litwin, Renza & Co., LTD, Providence, RIWeingarten Associates, LLC, Lawrenceville, NJ
J.D. Farmer & Associates, LLC, Germantown, MD
Lynnne M. Lang Accounting & Business Services Co., Anacortes, WACunningham, Malone & Morton, Eureka, CA
Sample tax planning letters, provided by the following firms:
Barton Black CPA, Allen, TXOther useful checklists
Small Business Tax Deduction checklistEditor's Note
On this page of the Tax Zone, we hope to share with our readers a plethora of sample letters and checklists that can be sent to clients. In the letter department, we're looking for engagement letters, letters explaining technical aspects of the tax law, letters about tax planning, and whatever else our tax preparing readers might need to help improve their relationship with their clients. In addition, we're looking for checklists to help organize the tax practice as well as organizers and checklists to help our clients. To this end, we hope that you will send us links to or copies of letters that you have found to be successful and that you would be willing to share with the rest of our readers. Just drop me a line at the address below if you have a link for us or a letter that we can upload to our site.
Gail Perry
Managing Editor, AccountingWEB
editor@accountingweb.com
Tax Resources
 Latest LegislationText of recent tax acts, pending legislation, commentary |
 Quick ReferenceTax tables and rate schedules, tax forms, standard deductions, retirement thresholds, mileage rates, historical information |
 Client Letters, ChecklistsTax organizers, engagement letters, disclaimers, standard correspondence |
 Tax Books, Software, CPETools and resources to make your job easier |
 Calculators & SpreadsheetsTax calculators, pre-programmed spreadsheets |