Tax Planning

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Tax Planning is an important client service and a revenue generator for firms.

Work type: Tax

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Client Tasks Client Tasks
	Please send any requested documents to help with tax plan.

	Team Tasks
	Get Client Tax Info for planning Business/Personal Taxes	Executive Assistant
	Review Info and create tax plan	Partner
	Set Review Appointment	Executive Assistant
	Review with Client	Partner
	Review plan with client at appointment
	Record notes from meeting
	Make any adjustments to plan as per appointment
	Send revised plan to client