Tax Pro Practice Kit

Put the course to work with client-ready tools.

• Retained Earnings Rollforward Workbook. 8 practice scenarios, from a first-year business to an S corporation's AAA and a partnership's capital accounts, with a full answer key.
• Engagement Letter Templates. Three editable Word letters: tax preparation only, tax preparation plus bookkeeping cleanup, and tax advisory. Set your scope in writing and get paid for cleanup work.

Instant download (PDF and Word). Have your attorney review the letters before you use them.