two sample engagement proposals.
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: when clients haven’t filed taxes for years | seven keys to a complete succession plan | the tax effects of buying or selling a business | elder care: not sexy, but vital | how to guide clients through divorce | help clients manage their investments
exclusively for pro members. log in here or 2022世界杯足球排名 today.
letter 1:
dear _________________:
it was good meeting with you last week. ed and i are excited to be working with you and look forward to a long and satisfying professional relationship.