Consumers have many choices when it comes to tax and financial planning services, but their best bet for getting top notch tax and financial planning advice is from you -- the CPA. Guide prospective clients to your services using the downloadable educational booklet entitled Trusted Financial and Tax Planning from Your Local CPA.
This full-color, eight-page, easy-to-print booklet summarizes the various services that CPAs provide clients and helps consumers understand why CPAs are the trusted advisors for tax advice as well as year-round financial guidance. From income tax planning and preparation and estate planning to retirement and education planning, Trusted Financial and Tax Planning from Your Local CPA
teaches clients and potential clients about what to expect from seeking CPA advice, and covers small business planning and consulting and CPA qualifications as well.
Download the Trusted Financial and Tax Planning from Your Local CPA
*To print in-house, print double-sided on 8 1/2
x 11 paper, fold down the middle, order the pages properly and staple along the fold.
** For best results, work with a professional printer using this file.
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