Basic Tax Planning

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About this template

This template is a bare bones template to onboard a client for tax planning. This are the steps to get you to the first planning meeting. This is NOT an implementation project.

Work type: Advisory

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

8 tasks
4 client tasks

	Team Tasks
	Set up client portal	Admin
	Send client engagement letter	Admin
	Send client planning survey	Admin
	Request previous year tax return if we did not file last year's return.	Admin
	Upload return to planning software to curate potential tax strategies	Principal – Tax Strategy & Business Advisory
	Fine tune strategies based on client questionnaire in advance of intro meeting.	Principal – Tax Strategy & Business Advisory
	Refine Powerpoint and other documents.	Principal – Tax Strategy & Business Advisory
	Meet with client to review options	Principal – Tax Strategy & Business Advisory

	Client Tasks Client Tasks
	Please upload a full copy of your most recent tax return.
	Please sign the engagement letter (this is for compliance, not a guarantee of using our services)
	Please complete the client planning survey.
	Schedule your planning meeting.