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    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

    Small Business Tax Client Letter - 2013 Tax Year

    Sample Letter This client letter for small business owners highlights key tax issues that will affect small businesses' tax returns and also discusses upcoming health care changes
    Published on December 19, 2013

    Individual Tax Client Letter - 2013 Tax Year

    Sample Letter Members can modify this sample client letter that highlights individual tax law changes affecting returns filed in 2014 and encourages the client to contact their CPA. The letter also discusses the Affordable Health Care Act
    Published on December 19, 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 April 30, 2014

    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 December 19, 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

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