Client Revenue Services
Clients already bring these requests to your firm. Each toolkit turns one recurring request into a defined service with scope, workflow, engagement terms, and a client deliverable.
Many practices answer these requests informally: the work gets absorbed into tax preparation, or the firm provides professional analysis with no separate engagement and no separate fee. Each Client Revenue Services toolkit turns one recurring request into a defined service — with a scope, a workflow, engagement terms, practitioner controls, and a client deliverable. You decide what to charge; the toolkit gives you the structure to charge for it consistently.
Firms that keep getting mortgage and refinance verification requests and answering them ad hoc
Five documents in editable DOCX and printable PDF: Confirmation of Tax Preparation Services, Limited Confirmation Service Agreement, Consent to Disclosure of Tax Return Information (Form 1040-series), Conditional Consent to Use of Tax Return Information (Form 1040-series), and a Practitioner Guide.
Preparers who review transcripts for clients informally and need a scoped, billable engagement
Engagement controls, transcript provenance fields, multi-year findings workpapers, client-facing conclusions, and the boundary between information access, preparation, and representation.
Preparers who receive IRS notices from clients and need a structured, priced first response
Identify the notice, identify and control the deadline, gather documents, compare to the filed return, classify the problem, and decide whether to escalate — with representation-rights boundary guidance, since rights differ by credential.
Preparers offering second-look reviews of returns prepared elsewhere
A structured independent review for potential missed deductions and credits, carryovers, depreciation, Schedule C inconsistencies, basis, and amendment opportunities — the analysis, with amendment preparation priced separately.
Preparers serving self-employed clients who want a repeatable quarterly engagement
YTD business results, estimated payments, projected federal liability, payment gaps, and year-end issues — the lane's recurring product, runnable four times a year per client.
Preparers who get 'should I amend?' questions and currently answer them for free
A paid pre-amendment diagnostic consultation that separates the analysis of whether to amend from the preparation of the amendment itself.
How Client Revenue Services work
Clients already bring these requests to your firm. The problem is that many practices answer them informally, absorb the work into tax preparation, or provide professional analysis without a separate engagement or fee.
Each toolkit turns one recurring request into a defined service with a scope, workflow, engagement terms, practitioner controls, and a client deliverable. You decide what to charge; the toolkit gives you the structure to charge for it consistently.
Illustrative client service fees, from the release package — positioning guidance only, not required fees and not income guarantees. Additional preparation, amendment, representation, or research work should be separately scoped and priced where applicable: verification $150–$200 · transcript review $99–$199 · notice triage $125–$300 · prior-year second look $150–$350 · self-employed checkup $150–$300 per session · amendment consultation $100–$250.
Defined scope is what makes the service billable
A paid professional service needs a beginning, an end, a deliverable, and boundaries. These toolkits help the practitioner define what is being reviewed, what the client receives, what is excluded, and when the matter should move into tax preparation, representation, amendment work, or another engagement.
That applies to every product in this lane. A bounded answer you can defend is worth more to a client — and safer for you — than a generous one you cannot.
Why these are sold separately
A ladder product is bought once and used for years as part of a system. These are not that. Each answers a single recurring moment in a practice, priced and scoped on its own.
Buying a full system to solve one of these problems means paying for material you will never open.
Questions
Scope and consent. Work absorbed into preparation has no boundary and no fee basis. Each toolkit supplies the engagement terms, the authorization the work needs, the workflow, and a client deliverable — so you can perform the service within a boundary you chose, show why, and price it.
Yes — the illustrative fees shown are positioning guidance from the release package, not required fees and not income guarantees. What the toolkits give you is the paperwork to define and defend the scope of the work you are charging for.
They authorize different things. Consent to disclosure permits giving tax return information to another person — for example, a lender receiving a confirmation letter. Consent to use permits the preparer to use tax return information for a purpose other than preparing the return — for example, advising the client on a separate service. Wanting to tell a lender what you prepared needs disclosure consent; using what you learned from a return to sell or perform other work may require consent to use unless an applicable exception permits the use. The practitioner guide in each applicable toolkit explains which form the engagement needs.
No. These are practice tools and templates — not legal advice, attorney opinions, IRS approval, or lender approval. State and credential-specific law can impose stricter requirements than the national policies the toolkits default to. Apply the stricter rule that governs your engagement.
Each toolkit ships as editable DOCX and printable PDF documents, so you can adapt the wording to your firm and still hand a client or third party a clean copy.
Practice templates and educational material. Not legal advice, not an attorney opinion, not IRS or lender approval, and not a guarantee of compliance in any jurisdiction. Illustrative service fees are positioning guidance only, not income guarantees. Practitioners remain responsible for current law, professional standards, credential-specific duties, insurer requirements, and the facts of each engagement.
Turn the requests you already get into services you get paid for
Six Client Revenue Services toolkits — verification, transcripts, notices, second looks, checkups, and amendments. Each one a defined service with scope, workflow, and a client deliverable.
Browse Client Revenue Services