Free Tax, Estate & Financial Planning Downloads from Ed Mendlowitz
These checklists and resources were developed by Ed Mendlowitz for several Accounting Today Institute web seminars. Some of these materials are mentioned in his book, Managing Your Tax Season, Second Edition
© AICPA (www.cpa2biz.com).
Financial Planning Engagement: Client Document Request and Sample Client Letter
Value Pricing: 76 Word Sample and Article
Estate Planning Checklists
Business Valuation: Preliminary Document Request
Minimum Fee Schedule Template and Sample (not Suggested) rates
Reviewer and Tax Season Follow-Up Checklists
Top 12 Tax Return Preparation Errors
Additional Services Checklists and Listing of 40 Services
Preparing Bills for Tax Returns
Continuation in the Event of Death or Disaster
Performing Quick or Light Research
Download of Ed Mendlowitz' Presentation on "7 Ways to Run Your Tax Season More Effectively"