Tax Plan Challenge - Essential Toolkit

Resources to use when creating and closing tax plans.

• Do you have Templates? Existing Client - ROI Prequalification Email
• Do You Have Templates? Teaser Email before Tax Planning Sales Meeting
• Do You Have Templates? Tax Planning Engagement Letter Template - Basic Package
• Do You Have Template? Tax Planning Engagement Letter Template - Elite Package
• Do You Have Templates? Engagement Letter Template and disclosure for 1040 Individual Clients
• Do You Have Templates? Pro Plan Engagement Letter Template