{"id":117605,"date":"2023-10-04t11:58:42","date_gmt":"2023-10-04t15:58:42","guid":{"rendered":"\/\/www.g005e.com\/?p=117605"},"modified":"2024-08-27t17:01:04","modified_gmt":"2024-08-27t21:01:04","slug":"bundle-tax-services-and-financial-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/04\/bundle-tax-services-and-financial-planning\/","title":{"rendered":"bundle tax services with financial planning"},"content":{"rendered":"

\"businesspeople<\/strong><\/p>\n

two sample engagement proposals.<\/strong><\/p>\n

by ed mendlowitz
\n<\/i>how to build a stronger tax practice<\/em><\/a><\/p>\n

following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.<\/p>\n

more on marketing: <\/b><\/strong>when clients haven\u2019t filed taxes for years<\/a> | seven keys to a complete succession plan<\/a> | the tax effects of buying or selling a business<\/a> | elder care: not sexy, but vital<\/a> | how to guide clients through divorce<\/a> | help clients manage their investments<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

letter 1:<\/strong><\/p>\n

dear _________________:<\/p>\n

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.
\n read more →<\/a><\/p>\n