Resource Libraries

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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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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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Client Management Toolkit

Download useful information about the when, where, and how of managing your clients.

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