Practice Management Resources
Access the information you need to better manage your practice and your clients.


Engagement Letters: Hints and Guidance

Engagement Letters for the 1040 Tax Client
Are Client Engagement Letters Important?

Client Letter Templates
Customizable Templates for Many Uses

Tax Templates:
Sample Tax Engagement Letter - Individual
Sample Tax Engagement Letter - Business
Customizable Tax Engagement Letter - 1040
1040 Engagement Letter - Divorce Addendum
Client Consent to Use Tax Information
Consent to Disclose Client Info to Third Parties
Estates and Trusts Form 1041 Engagement Letter
Estates and Trusts Form 706 Engagement Letter

Accounting Templates:
Sample Accounting Engagement Letter - Financial Statements
Sample Compilation Engagement Letter - All Credential Types 
Sample Review Engagement Letter - CPA Only
Sample Audit Engagement Letter - CPA Only

Standard Compilation REPORT - All Types of Credential
Standard Review REPORT - CPAs Only
Sample Audit REPORT - CPAs Only

More Templates and Charts
Sample Confidentiality Agreement Letter - CPAs EAs Attorneys - 2021
AGI Adjustments for 2021-22

Management and Revenue-Generating Tools


Practice Management Resources from
GEAR UP Speaker David Krebs
GEAR UP's practice management authority shares the resources that improve your success every filing season including engagement letters, financial calculators and more!




Implementing a Work-from-Home System for Your Office
Improve efficiencies, expand services, and generate revenue with remote or hybrid systems.

How to Maintain Security When Employees Work Remotely
A primer on using cloud storage and security systems to protect your data.


How to Secure Your Video Conferencing System from a Hacker
Securing Zoom, Microsoft Teams, Cisco-WebEx, Adobe Connect, GoToMeeting, and Slack Systems from hackers .

Great Succession Planning Aids
Don't risk losing the value you've worked hard to build in your business because you didn't devise and work a succession plan.

Revisit the Employee or Independent Contractor Question
The Pandemic has brought immense challenges AND a possible opportunity for you and your clients.


Building the Post-Pandemic Practice
Take advantage of the industry shifts to be more profitable and to increase resale value. 

Seven Keys to a Building and Expanding a Successful Tax Practice
The Pandemic has created opportunity to update and expand your tax services for more profitability. 


Practice Data Security Aids and Protocols - WISP 
The IRS requires a data security plan and system for all PTIN holders and MTAP has created
the aids and templates to help you create or revise your practice plan.

Accounts Receivables: How to Get Them Paid

Solving the Hiring Dilemma in a Competitive Market

Top 10 Hiring Tips for the Small Practice

How to Prepare for the IRS Audit

Dealing with IRS Notices

Conducting a Client Audit and Sample Checklist

General Records Retention Schedule
     About Retaining Business Tax Records at irs.gov
     Michigan Taxpayer Record Retention Schedule
    Record Retention Schedules by State

Helping Clients with Small Business Capitalization Loans

Helping Clients with Unsecured Business Loans

Business Loans for 'Bad Credit' Clients


More Practice Growth Resources
Practical, "how-to" insights into marketing your business.

Is it Time to Add Accounting Services to Your Practice?
Lost tax preparation revenues under the TCJA require an assessment

Five Keys to Effective Practice Management

Debt Consolidation Services as a Revenue Builder  

Great Client Handout: Want to Start a Business? (Checklist)