Resource Libraries

 

 

Client Letters

Download client letters on a variety of tax planning and related topics. You can customize the letters with your firm information and use for client communications.

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Sample Tools and Forms

Download sample engagement letters, checklists, tax organizers and other valuable time-saving resources.


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Tax Talk

Members share resources with each other when posting to NSA's Tax Talk discussion forum.


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Income and Fees Survey 

Get the latest tax preparation and accounting fee data. National, state and regional average fees are included along with links to online calculators to quickly find average fees by form. 

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Compensation & Benefits Report

Download tax preparation, accounting and bookkeeping salary, compensation and employee benefit information for full time and part time employees, in addition to compensation data for principals/partners. The report includes salary data broken down by years of experience, credentials and state.


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Engagement Letter Toolkit

Download sample engagement letters for tax preparation, compilation, estate planning, audit, review and litigation support plus get tips suggested language in a comprehensive letter matrix. 


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