Something new for my fellow tax pros -
I recently compiled a collection of
memos, mailings and handouts from my practice for fellow tax professionals to reprint
for use in mailings and newsletters to clients or as hand-outs for existing and
potential clients.
These
items are copyrighted material. They are for use in your practice
only. None of these items may be
reprinted, as originally presented, or edited or revised, individually or in
any combination, or as part of an electronic, print or online publication, for
sale to any party.
The collection includes -
ü
What I Need To Prepare Your Return – a detailed listing of the
information needed to properly prepare a client’s tax return
ü
Engagement Letter – a one-page form identifying your
responsibility as preparer and the responsibilities of the client.
ü
Client Finished Return Memo – explanations and instructions
including, among other things, a privacy policy declaration.
ü
How Long Must I Keep My Tax Records? – an explanation of just what the
title says.
ü
Deducting Charitable Contributions – a review of the rules for claiming
an itemized deduction for contributions to churches and charities.
ü
Deductible Business Expenses – a listing, with explanations, of
business expenses that can be deducted on Schedule C or a business entity
return.
ü
The Tax Cuts and Jobs Act – an analysis of the changes to the
US Tax Code made by the GOP Tax Act.
ü
Complying With the New Limitations on
the Mortgage Interest Deduction
– a detailed explanation of the specific changes to the deduction for mortgage
interest made by the GOP Tax Act, with valuable worksheets.
The
cost of this collection is only $9.95! Members of the National Association of
Tax Professionals receive a 25% discount, paying only $7.45 (include membership number with order). It will be send as an email attachment in
word format.
To
order your compilation send your check payable
to Taxes and Accounting, Inc, and your email address to –
TAXES AND ACCOUNTING, INCORPORATED
TAX PRO MEMOS MAILINGS AND HANDOUTS
POST OFFICE BOX A
HAWLEY PA 18428
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