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2020 Personal Tax Season Checklists

Tax season 2020 personal tax checklists are available to help your clients get organized and submit all the information you need.  You can tailor these forms to add your letterhead and firm logo and you are ready to distribute to clients.

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Price: $299.00 $199.00

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CSRS 4200: Engagement Scoping and Client Communications Bundle

Obtain both of Clearline Consulting’s currently available resources for CSRS 4200: Compilation Engagement in this discount bundle package.

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Price: $128.00 $114.00

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CSRS 4200: Engagement Scoping Excel Workbook

Included in this template are scoping tools to summarize which clients provide their financial statements to third parties as well as a classification by industry sector to identify an applicable basis of accounting.

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Price: $49.00 $29.00

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CSRS 4200: Client Communications for New Compilation Engagement Standard

Use our client communication package as a starting point to create your own firm templates.   If you don’t want to issue a formal document, extract the examples and include these in emails, surveys or file documentation templates.

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Price: $119.00 $99.00

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