Welcome to the Resource Center for CPAs, Tax Preparers, Enrolled Agents & Bookkeepers, jointly established by Wilson Elser and the Herbert H. Landy Insurance Agency. Familiar with the substance and subtleties of risks faced by accountant professionals, Wilson Elser and the Landy Agency are committed to delivering quality and timely best practices advice and risk management resources specific to the accounting profession.

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The Resource Center specifically allows you to:

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• Read insightful articles addressing current issues important to managing risks within an accounting practice regarding both client issues and internal firm management

• Download documents from a growing library of forms that serve as templates for engagement letters and other communications

• Review our list of seminars and continuing education programs that address best practices, risk management and professional ethics

• Use the quick and easy link to “Contact Us” with questions relating to risk management, litigation avoidance or best practices.

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As you explore the site, you will find “hot” topics with analyses of their impact on an accounting practice as well as in-depth articles addressing specific and comprehensive risk management considerations for your practice. In the “Forms” section, you will have access to practice pointers on smart client communications, form engagement letters and other essential written communications you can adapt to the needs of your particular practice. Simply download the Word version and edit as appropriate. 

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If you have a question that requires a specific response or wish to discuss risk management issues, please use the “Contact Us” page to send a message to our team. 

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We hope you find the site to be informative and useful and make it a frequent destination.