Client Letter to Individual - New Tax Law Summary

Sample Letter:  This is a sample letter that can be customized and sent to educate clients about potential tax changes that could affect their business and the decisions they should consider making with you now
Published on January 14, 2013

Tax Practitioners Toolkit Communicate Your Value

Toolkit:  These toolkits are designed to complement your efforts to communicate the value of your tax services and differentiate your qualifications as a CPA to current and prospective clients as well as staff
Published on May 10, 2013

Tax Season Client Survey Cover Letter

Sample Letter:  The CPA Marketing Tool Kit provides a sample CPA firm client satisfaction survey for members to use. This document provides a sample letter to accompany the survey
Published on December 14, 2012

Tax Planning Letter for Small Business Clients

Sample Letter:  This sample letter can be customizes and sent to clients to educate tem about potential tax changes that could affect their business and the decisions they should consider making with you now
Published on January 14, 2013

Sample Client Satisfaction Survey

Survey:  The CPA Marketing Tool Kit provides members with a list including tips for surveying clients, the client satisfaction survey and a sample cover letter to accompany the survey
Published on February 03, 2010

Sample Letter To Accompany Survey

Sample Letter:  The CPA Marketing Tool Kit provides a sample CPA firm client satisfaction survey for members to use. This document provides a sample letter to accompany the survey
Published on May 04, 2010

Tax Practitioners Toolkit for Sole Proprietors and Small Firms

Toolkit:  Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your...
Published on March 08, 2013

Tax Practitioners Toolkit for Large Firms

Toolkit:  Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your...
Published on March 11, 2013

10 Suggested Uses For Brochures

Overview:  The CPA Marketing Tool Kit provides brochures to help you market your services to the community. Here are some recommendations on how to use the brochures to your advantage.
Published on February 03, 2010

Tax Practitioners Toolkit for Medium Firms

Toolkit:  Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your...
Published on March 08, 2013

Tax Saving Strategies for the 2011 Filing Season for Individuals

Brochure:  ...Strategies for the 2011 Filing Season marketing brochure, speech and Microsoft PowerPoint presentation for individuals to market your CPA firm or practice. Personalize the brochure and mail it to clients or prospects. Present the speech and its companion Microsoft PowerPoint presentation at community events and local
Published on December 12, 2011

Small Business Tax Saving Strategies for the 2011 Filing Season

Article:  Whether it’s the economic uncertainty that many of your small business clients continue to face, or new tax laws that affect their business, there has probably rarely been a time when meeting tax responsibilities has been more challenging. You can help...
Published on December 12, 2011

Overview & General Guidelines for Printing Brochures

Overview:  The AICPA's CPA Marketing Toolkit provides an overview and guidelines for members to use and print brochures.
Published on January 28, 2011