how to sell bundled tax services
flat fees relieve “clock watching.”
by ed mendlowitz
how to build a stronger tax practice
following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.
more on marketing: how to prepare returns for a multiple-year non-filer | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions | how to offer employment compensation assistance | basic budgeting for clients | guiding heirs | 11 questions to ask every tax client | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first
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letter 1:
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