Educate clients on key changes and tax saving strategies:
Send a letter on year-end tax minimization and planning to your individual and small business clients to encourage them to contact you and take action now.
Demonstrate your expertise (and attract clients) by giving this year-end planning PowerPoint that offers a concise overview of key topics and strategies.
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 ACA
Identity theft is a very stressful event – send your clients prevention tips, and if it does happen, this checklist of follow-up steps will help them recover.
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 - offer them answers to their Frequently Asked Questions.
Alert clients to important deadlines
Prepare business clients now for new return due dates with this client letter. Also, keep you can use these Tax Articles and Reminders in your newsletters 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?