Enjoy!

Download Checklist here

Heading 1

Best Practices CHECKLIST image for websi

Before you go.......

Make sure to pick up your toolkit before tax season starts!  Don't miss out on these done-for-you success tools.  If you touch a tax return, you can't be without it.

MMake MORE Money and help your clients

stay out of trouble

with the IRS!

Done-for-you product with everything you need to get started.

The IRS is aggressively looking for taxpayers who don't report their foreign accounts, willfully or not.  They are also looking at their tax professionals, to see what guidance they provided to their clients.

In our global world, you must properly interview ALL clients and document, document, document.  Gone are the days you can ask one question "Do you have a foreign bank account?" and be done.

You want to properly serve your clients, and of course, you want to protect yourself.  The penalties are ENORMOUS, and between limited IRS guidance, changes brought on by the new Tax Act, and misinformation all over the internet, your head is swirling. 

 

The answer: 

COVER - DVD CASE FINAL.png
Inside
and more.........
Display of contents.PNG

Instant

digital

download

Instant

digital

download

Who is this for?

  • Tax Professionals - Enrolled Agents, CPAs, Attorneys, Tax Preparers -- anyone who touches a tax return!

  • Assistants and Interviewers in your office who talk to clients before they meet with a preparer.

What you can expect:

  • Get powerful tools to organize your intake, document your client interviews, and be able to properly report your clients' foreign financial accounts.

  • Learn how to get more done in less time.

  • Have ready answers for your clients' questions.

  • You will be able to increase your billing for this extra work -- you'll be making more money with the same clients! 

 

Plus, You'll Also Get All of This:

  • Done-for-you due diligence forms to document the exact questions you asked your clients, and their responses.  There's even a dedicated Organizer so you don't have to reinvent the wheel.

  • Worksheets and examples for Residency calculations and Foreign Gifts/Inheritances, etc.; Templates for Foreign Financial accounts (2018, 2019 and 2020), Foreign Financial Account Organizer, Checklists, Cheat Sheets and more.

  • Resource Directory with links to Tools & Resources.

COVER - DVD CASE FINAL.png

You will receive this via a digital download. Due to the digital nature of the product, we are unable to offer any returns/refunds.

Your receipt will read "Choice Tax Solutions".

All of this content in the package has been created for the working tax professional in plain English and easy to understand.

You just have to show up and use it!

Your clients expect you to have this knowledge to help them.  Make your purchase today so you can be more productive, help your clients, do your due diligence and be an expert.

If you experience any problems with the download, please message us here:

Contact Us 

You will receive this via a digital download. Due to the digital nature of the product, we are unable to offer any returns/refunds.

Your receipt will read "Choice Tax Solutions".

You will receive this via a digital download. Due to the digital nature of the product, we are unable to offer any returns/refunds.

Your receipt will read "Choice Tax Solutions".

© 2020 Choice Tax Solutions Inc.           Terms & Conditions            Privacy Policy