Our annual meetings with clients...
Courtesy of the Wall Street Journal's Opinion Journal
Sharing the Client Guide
Subject: New CPA loves your agreement...
Your website is terrific. Where did you get that fabulous client service agreement? Did you buy from someplace?
I would love to use it with some minor modifications. There is another CPA who uses a very similar agreement which makes me think that there are templates out there with interesting client service agreements out there but I am unable to find them.
Let me know your thoughts and have a great week,
Actually, I first wrote that from scratch over 20 years ago and have been tweaking it ever since.
It's not surprising that you've seen it from other tax pros. Many other tax pros have asked for permission to use it for their clients and I've never had a problem with that.
Please feel free to use it any way that you feel appropriate for your clients.
Hi Kerry,Thank you so much for letting a novice like myself use your hard work. I certainly do appreciate that! It is such a good idea to post your fees and have a positive outline of your expectations. It saves a great deal of surprises and heart ache in the long run.Thanks again for your support and best wishes to you.