Accounting services engagement agreement – updated for 2020

Posted 1 CommentPosted in Accounting, bookkeeping, Small Business

Accounting services are constantly evolving and engagement agreements are customized for each client. This is a sample service agreement. Dear : Thank you for choosing me to help you with business services and accounting. This engagement agreement is meant to clarify the details of our work. Even though it is long, it is written in […]

Sample small matters, financial planning and tax services engagement agreement

Posted 2 CommentsPosted in Accounting, Financial Planning, Taxes

This is a sample high-value agreement for ‘piecemeal’ or small matter individual and small business financial, accounting and tax services performed outside of an agreement for comprehensive or ongoing services. The agreement incorporates cost-saving technologies and procedures to save time and money while maintaining a high level of professional service (revised April 4, 2019).  Contents: […]

Sample accounting services engagement agreement

Posted Leave a commentPosted in Uncategorized

This is a sample high-value agreement for small business accounting services that incorporates cost-saving technologies and procedures to save time and money while maintaining a high level of professional service (revised July 22, 2018).  Contents: A) Communications B) Work Process C) Fees D) After End of Agreement E) Miscellaneous Provisions Thank you for choosing me […]

Sample tax preparation and filing services engagement agreement

Posted 3 CommentsPosted in Accounting, Tax Planning, Taxes

This is a sample high-value agreement for individual tax preparation services that incorporates cost-saving technologies and procedures to save time and money while maintaining a high level of professional service (revised 2/7/2019 for 2018 tax returns). Dear    : Thank you for choosing me to help you with your tax filings. I truly value the […]

Sample tax planning engagement email

Posted Leave a commentPosted in Tax Planning

This sample engagement email for 2015 is posted at the request of a colleague. This is outdated and no longer used. Dear : Thank you for choosing me to discuss tax planning. I will work on your behalf to maintain the confidence that you have placed in me. Four sections of this communication are included below […]

Tax planning engagement letter for individual clients (revised)

Posted 1 CommentPosted in Accounting, Financial Planning, Small Business, Tax Planning

Update in September 2015: I am no longer using this letter. The new version is shorter, more segmented, and is in a format intended to be delivered by email and not on paper or PDF. The collaboration section is now simplified and changed. I am working on updating and expanding my tax planning engagement letter for […]

Of the seven Covey habits, which are your strongest and weakest?

Posted Leave a commentPosted in Leadership, Values

My strongest habit is “think win/win”. In fact, that’s the basis of my business model and every client engagement. It’s also the reason that I object so strongly to the traditional sales psychology that too often creates a winner and a loser. I’m hugely committed to earning my place by creating financial results for others. […]

A business resurrection as consumer value returns to employee benefits

Posted Leave a commentPosted in Health Insurance, Insurance, Small Business

Going back since more than 20 years ago to the late 1990s, I was licensed as an insurance producer in all 50 states and the District of Columbia. It was – and still is – tough to be called a small business compensation and benefits expert without also being an expert in insurance. I was […]

Trends in tax crimes

Posted Leave a commentPosted in Cannabis, IRS, New Jersey, Taxes

I missed a continuing professional education program on IRS criminal tax procedures yesterday due to ongoing problems restoring utilities after the storm on Tuesday. But I just read the program materials and the IRS 2019 report on criminal tax investigations and one thing jumps out at me: Drug related cases far outweigh all other categories […]