Tax Practice Management Resource Center
The AICPA Tax Section’s Tax Practice Management Resource Center contains a curated collection of guidance and practice aids to help you manage a successful tax practice.
Featured Tax Section Resources
Tax Planner’s Field Guide (PDF)
(open to Tax Section and PFP Section)
Gramm-Leach-Bliley Act Information Security Plan (Word)
(open to Tax Section)
Document Retention FAQs for Tax Practitioners
(open to AICPA members)
Practice Support
Open to everyone
- Client Communication Tracker (Excel)
Open to AICPA members
- Document Retention FAQs for Tax Practitioners
- How to Keep the Client Conversation Going (PDF)
- Addressing Complicated Client Concerns (PDF)
- Sample Client Satisfaction Survey (PDF)
Open to Tax Section members
- Document Retention Policy for Tax Practitioners (Word)
- Extensions Reminder Letter (Word)
- Client Termination Checklist (PDF)
- Client Termination Letter (Word)
- Gramm-Leach-Bliley Act Information Security Plan (Word)
- Service Proposal Worksheet (Excel)
- Tax Planner’s Field Guide (PDF)
- Tax Power Chat Podcasts
- Tax Return Routing Sheet (PDF)
- Tax Season Resources for CPAs
Marketing
Open to AICPA members
- Client Identity Theft Checklist (PDF)
- Preparing for Life’s Moments Presentation (PPT)
- Protecting Yourself from Tax-Related Identity Theft Brochure (PDF)
- Tax Extension FAQs for Clients (PDF)
- Tax Law Snapshot: What's New that Affects You? (PDF)
- Tax and Financial Planning Tips: Education Costs (PDF)
- Tax and Financial Planning Tips: Retirement (PDF)
- Tax and Financial Planning Tips: Marriage & Divorce (PDF)
- Tax and Financial Planning Tips: Welcoming a New Child (PDF)
- 2019 Tax Year in Review Presentation (PPT)
- Year-End Planning Letter – Individual (PDF)
- Year-End Planning Letter – Small Business (PDF)
Practice Growth
Open to everyone
Open to AICPA members
Related Resources
See the AICPA’s The Tax Adviser for the latest news and CPE and learning and webcast archives for additional learning opportunities.
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