Set your 1099 and W-2 fees and engagement letters before the January rush.
Are you charging enough for 1099s and W-2s, or just absorbing the rush?
Every January, clients send contractor and payroll details days before the Jan 31 deadline. If your fees and engagement letters aren't set by December, you do rush work at last year's price.
Dawn Brolin, CPA, CFE and CEO of Powerful Accounting, and Eric Green, TaxRepNetwork, a tax attorney who's taught over 70,000 practitioners, show you how to price the season and put it in writing.
What you'll learn
- Set a 1099 and W-2 fee that covers the January crunch
- Choose between per-form, per-client and bundled pricing for year-end filings
- Add 1099 and W-2 scope to your engagement letters before December
- Charge for late data and missing W-9s without the awkward conversation
Speakers
Eric L. Green, Esq.
Founder | Tax Rep Network
Eric Green is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. Eric is a nationally renowned tax expert and author/commentator of IRS civil and criminal tax matters. Having lectured to more than 70,000 practitioners on civil and criminal tax topics, he is one of the nation’s best-known lecturers in continuing professional tax education. Eric has been recognized by Connecticut Super Lawyers in the field of Tax, is a past Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section and is a Fellow of the American College of Tax Counsel (“ACTC”).
Eric was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee. Attorney Green is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs.
Dawn Brolin
CPA & CFE | Powerful Accounting
Dawn Brolin is the CEO of Powerful Accounting, LLC, a nationally recognized thought leader in the accounting profession, and the creator of “The Designated Motivator.” With over 25 years of experience as a CPA and Certified Fraud Examiner, Dawn is known for her no-nonsense approach to practice management, fraud prevention, technology adoption, and firm profitability.
A sought-after speaker, author, and Ignition power user, Dawn shares real-world lessons to help accounting professionals streamline workflows, protect margins, and build stronger, more profitable practices.
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