AICPA Special News Update - Dec. 13, 2013 

Free Toolkit Resources to Reinforce Your Value this Tax Season 
Published December 13, 2013

Explore the Tax Practitioner’s Toolkit
AICPA Special News Update
  December 13, 2013 - Volume 19 No. 46
Show Clients How Valuable You Really Are (and Save Money and Time in the Process)

You work hard to build your tax practice and provide the best possible service in a competitive market. Making sure current and prospective clients truly understand the value you offer is critical during tax season and year-round. Demonstrating your outstanding value doesn’t have to be expensive or time-consuming – use the free resources in the AICPA’s Tax Practitioner’s Toolkit (login required for some items).

These toolkit materials – with new, updated and enhanced materials – position you, the CPA, as the premier provider of tax services. Whether you are a sole proprietor, have 12 employees or more than 50, these resources – including checklists, client letters, brochures on tax law changes, print ads and tweets – will connect you to current and prospective clients. Customize with your firm’s logo and name and use them to complement your existing promotional activities.

Explore the Tax Practitioner’s Toolkit and learn how it can support your client retention and acquisition efforts. And if someone else in your firm is responsible for marketing, please share this email with them.

What is the True Value of Your Tax Services and How do You Protect it?
  To help you and your firm better understand and articulate the value of your tax services to clients, prospective clients and referral sources, you’ll find the following resources and more:
  • 6-Step Implementation Checklist – Building a culture that delivers on your firm’s value is even easier with checklists containing links to the resources you need, tailored by firm size: Small, Medium, Large.
  • Help with Yelp – Social media is an excellent marketing tool for CPAs but it has to be carefully managed to ensure your reputation stays intact. This two-pager talks about Yelp reviews, their impact and how to respond to a negative comment.
  • Overcoming objections – Address client concerns and questions about fees and filing procedures with these talking points.
Educate Current and Prospective Clients in Tax Season and Year-Round
  • Educate individual and small business clients about critical tax changes that will affect their return (and how you can help them) with the Tax Law Snapshot Brochures.
  • Help clients understand the benefits to filing an extension, especially in a compressed tax season, with this Tax Extensions Q&A.
  • Tweet tax tips with this entire library of Tax Tip Tweets that promote your experience and expertise, ready for you to download and tweet to your followers.
  • Educate clients on why CPAs are the best choice. To help clients and prospects understand the benefits of working with a CPA, download or print Preparing for Life’s Most Important Moments, a brochure that describes in detail the services CPAs provide.
  • Short tax articles for your website and client newsletter – Choose from a variety of messages that showcase your expertise and value and provide your clients with important tax news and reminders.
  • Print ads – These ads capture CPAs’ qualifications and speak to a cross-section of today’s taxpayers. Download these free advertisements, which provide space for your firm name and contact information. Note: placement of ads in media or other outlets will incur additional costs.
Help Consumers Learn More through
  On the 360 Degrees of Financial Literacy website, a special section dedicated to tax helps consumers find tax resources and explains how CPAs differ from other tax preparers. It also provides guidance on selecting a tax preparer and underscores the value of year-round tax planning. 360 Degrees of Financial Literacy is the CPA profession’s volunteer effort to help Americans manage their finances through every stage of life.


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