Free Resources

Client letters, white papers, guides, templates, and toolkits of all kinds.

FREE GUIDES & TEMPLATES:

Template & Guide

How to Create a Written Information Security Plan (WISP) for your Tax & Accounting Practice (+ a Free WISP Template)

Secure your clients’ data with a well structured WISP and stay compliant with the IRS and FTC.

Checklist

Checklist of Estate Administration Issues & Responsibilities

In the event of a death of a client’s loved one, ensure you and your clients take an organized and methodical approach to estate administration.

Guide

The Post-Tax-Season Growth Toolkit

When it’s not the busy season, use these 15 practical strategies to grow your tax practice.

SAMPLE ENGAGEMENT LETTERS:

Engagement Letter

1040 Engagement Letter

Set clear expectations and protect your practice from day one. A must-have for any tax pro preparing individual returns.

Engagement Letter

1120-S Engagement Letter

Set expectation for your S corporation clients and protect your practice from day one. Essential for practitioners who prepare Form 1120-S for S corporation clients.

FREE WHITE PAPERS:

White Paper

The Strategic Value of Continuing Professional Education (CPE)

Why Investing in Employee Education Is a Win-Win for Accounting Firms

White Paper

Preparing for the Next Generation of Accounting Standards

IFRS and US GAAP Convergence and Ensuring Compliance

White Paper

The Role of Data Analytics in Enhancing Audit Quality and Efficiency

Technology has caught up to auditing. Here’s what to know about it.

White Paper

Embracing the Future of Accounting

Transforming Your Firm for Success in the Digital Age

White Paper

Cybersecurity for Accounting Firms

Protecting Client Data and Ensuring Compliance

White Paper

The Impact of Artificial Intelligence on Auditing and Assurance Services

It’s Here. Here’s What You Need to Know.

White Paper

The Future of Work in Accounting: Remote Teams, Automation, and Upskilling

How to Adapt — or Get Left Behind

FREE CLIENT Letters:

Client Letter

Client Year-End Planning Letter

The One Big Beautiful Bill Act (OBBBA) contains over 250-pages of changes

Client Letter

Client Letter On OBBBA Provisions

The One Big Beautiful Bill Act contains over 100 tax provisions—and your clients

Client Letter

Client Letter for Divorcing Client

Divorce has significant tax consequences.

Client Letter

FBAR Client Letter

FBAR compliance can carry significant penalties.

Client Letter

Why Continuing 401(k) Contributions During a Market Downturn Matters

Market downturns can create uncertainty around retirement planning.

Client Letter

Retirement Planning Client Letter with Tax-Smart Strategies

Retirement planning involves important tax decisions.

Client Letter

Client Letters to Property Owners

Qualifying for the §199A QBI deduction on rental real estate requires

Client Letter

Tax Considerations After the Death of a Spouse

The death of a spouse is not only tragic, but it creates significant tax and filing

Client Letter

Tax Issues After the Death of a Family Member

The loss of a family member can create important tax and filing considerations.

Client Letter

Tax Considerations When Starting a New Business

Starting a new business comes with important tax decisions.

Client Letter

Choosing Between an LLC and an S Corporation

Choosing the right business structure can have long-term tax and compliance implications.

Client Letter

Qualified Subchapter S Trust (QSST) Election Template Under IRC Section 1361

Trust ownership of S corporation stock comes with strict eligibility rules.