Educate clients on key changes and tax saving strategies:
Offer clients the Tax Law Snapshot that highlights major tax provisions affecting individual and small businesses.
Start preparing business clients now for new return due dates with this client letter.
Prompt a larger conversation on year-round tax compliance and planning:
Identify areas where clients could benefit from additional services with these cross-selling tips and sample worksheet.
Reinforce your presence and tax planning expertise on Twitter, LinkedIn or Facebook with these tax posts; just add your practice name and url.
Help Clients Sort Through ID Theft and the Affordable Care Act
Identity theft is a very stressful event – this checklist of follow-up steps can help.
Complying with the ACA can also be stressful, especially for small businesses - these FAQs will help, as well as this fact sheet on what a large employer is under the ACA.
Individuals will continue to have questions about ACA as well - offer them answers to their Frequently Asked Questions.
Alert clients to important deadlines
Keep your client newsletters and website fresh with these Tax Articles and Reminders to highlight timely tax topics and deadlines.
Reassure them that a tax extension can be to their benefit and answer their questions with My CPA Says Extend: What does that Mean to Me?