TAX PROFESSIONAL MEMOS, MAILINGS AND HANDOUTS


I have been preparing 1040s for individuals in all walks of life since 1972.  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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