{"id":51217,"date":"2017-02-18t05:00:12","date_gmt":"2017-02-18t10:00:12","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=51217"},"modified":"2017-02-21t17:42:37","modified_gmt":"2017-02-21t22:42:37","slug":"sell-bundled-tax-services","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/02\/18\/sell-bundled-tax-services\/","title":{"rendered":"how to sell bundled tax services"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/tax-return-is-now-due_z1xijrdu.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-51265\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/tax-return-is-now-due_z1xijrdu-424x282.jpg\" alt=\"\" width=\"424\" height=\"282\" \/><\/a>flat fees relieve &#8220;clock watching.&#8221;<br \/>\n<\/strong><\/p>\n<p><i>by ed mendlowitz<br \/>\n<\/i><a href=\"\/\/www.g005e.com\/shop\/em16hbstp\/\"><em>how to build a stronger tax practice<\/em><\/a><\/p>\n<p>following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.<\/p>\n<blockquote><p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2017\/02\/04\/prepare-returns-multiple-year-non-filer\/\">how to prepare returns for a multiple-year non-filer<\/a> | <a href=\"\/\/www.g005e.com\/2017\/01\/28\/structuring-partnership-buy-sell-agreements\/\">structuring partnership and buy-sell agreements<\/a> | <a href=\"\/\/www.g005e.com\/2017\/01\/07\/starting-a-business\/\">the 64-point business startup checklist<\/a> | <a href=\"\/\/www.g005e.com\/2016\/12\/17\/second-opinions\/\">how to offer second opinions<\/a> | <a href=\"\/\/www.g005e.com\/2016\/11\/26\/employment-compensation-assistance\/\">how to offer employment compensation assistance<\/a> | <a href=\"\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/\">basic budgeting for clients<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/15\/guiding-heirs\/\">guiding heirs<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/27\/11-questions-ask-every-tax-client\/\">11 questions to ask every tax client<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/30\/follow-tax-prep\/\">add new revenues with tax prep follow-ups<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/02\/marketing-vs-selling\/\">marketing vs. selling: both must serve the client first<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2017\/02\/18\/sell-bundled-tax-services\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p><strong>letter 1:<\/strong><br \/>\n <a href=\"\/\/www.g005e.com\/2017\/02\/18\/sell-bundled-tax-services\/#more-51217\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/tax-return-is-now-due_z1xijrdu.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-51265\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/02\/tax-return-is-now-due_z1xijrdu-424x282.jpg\" alt=\"\" width=\"424\" height=\"282\" \/><\/a>flat fees relieve &#8220;clock watching.&#8221;<br \/>\n<\/strong><\/p>\n<p><i>by ed mendlowitz<br \/>\n<\/i><a href=\"\/\/www.g005e.com\/shop\/em16hbstp\/\"><em>how to build a stronger tax practice<\/em><\/a><\/p>\n<p>following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.<\/p>\n<blockquote>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2017\/02\/04\/prepare-returns-multiple-year-non-filer\/\">how to prepare returns for a multiple-year non-filer<\/a> | <a href=\"\/\/www.g005e.com\/2017\/01\/28\/structuring-partnership-buy-sell-agreements\/\">structuring partnership and buy-sell agreements<\/a> | <a href=\"\/\/www.g005e.com\/2017\/01\/07\/starting-a-business\/\">the 64-point business startup checklist<\/a> | <a href=\"\/\/www.g005e.com\/2016\/12\/17\/second-opinions\/\">how to offer second opinions<\/a> | <a href=\"\/\/www.g005e.com\/2016\/11\/26\/employment-compensation-assistance\/\">how to offer employment compensation assistance<\/a> | <a href=\"\/\/www.g005e.com\/2016\/11\/05\/basic-budgeting-clients\/\">basic budgeting for clients<\/a> | <a href=\"\/\/www.g005e.com\/2016\/10\/15\/guiding-heirs\/\">guiding heirs<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/27\/11-questions-ask-every-tax-client\/\">11 questions to ask every tax client<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/30\/follow-tax-prep\/\">add new revenues with tax prep follow-ups<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/02\/marketing-vs-selling\/\">marketing vs. selling: both must serve the client first<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2017\/02\/18\/sell-bundled-tax-services\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p><strong>letter 1:<\/strong><br \/>\n <a href=\"\/\/www.g005e.com\/2017\/02\/18\/sell-bundled-tax-services\/#more-51217\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,2271,3120,1906,2246],"tags":[],"class_list":["post-51217","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-marketing","category-pro-member-exclusive","category-tax-practice","category-busy-season","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with 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