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    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

    2013 Tax Planning Brochures

    Brochure The AICPA's Top 10 Reasons to Start Planning Now provides an overview of key tax law provisions that may affect your clients' and prospective clients' 2014 taxes and explains how a CPA can help with each
    Published on June 04, 2013

    Trusted Financial and Tax Planning from Your Local CPA

    Brochure Trusted Financial and Tax Planning from Your Local CPA is a full-color, eight-page, easy-to-print educational booklet that summarizes the various services that CPAs provide clients and helps consumers understand why...
    Published on December 15, 2010

    Trusted Financial and Tax Planning from Your Local CPA (High Resolution -- for In-House Printing)

    Brochure Guide prospective clients to your services using the downloadable educational booklet entitled Trusted Financial and Tax Planning from Your Local CPA. Download a high resolution version of this booklet that you can print in-house
    Published on January 18, 2011

    Trusted Financial and Tax Planning from Your Local CPA (Low Resolution)

    Brochure Guide prospective clients to your services using the downloadable educational booklet entitled Trusted Financial and Tax Planning from Your Local CPA. Download a low resolution version of this booklet for reference purposes
    Published on January 18, 2011

    Trusted Financial and Tax Planning from Your Local CPA (High Resolution -- for Professional Printing)

    Brochure Guide prospective clients to your services using the downloadable educational booklet entitled Trusted Financial and Tax Planning from Your Local CPA. Download a high resolution version of this booklet that you can send to a professional printer for printing
    Published on January 18, 2011

    Full-page Print Ad - Individual/Family Consumers

    Advertisement This full-page ad showcases the value of a CPA in helping families with tax planning. The tagline is "My family is my No. 1 concern. College, retirement, health care — I need someone who knows the financial and tax implications of each and help me...
    Published on December 12, 2013

    Half Page Ad - Family Playing Soccer

    Advertisement This print ad showcases the value of a CPA in helping families with tax planning. The tagline is "My family is my No. 1 concern. College, retirement, health care — I need someone who knows the financial and tax implications of each and help me...
    Published on December 11, 2013

    Blurbs for Your Client Newsletter, Blog or Website

    Tools CPAs can use these mini tax articles for their newsletters or website to remind clients of important deadlines, encourage clients to contact them about key tax planning issues, and reinforce the value they receive from hiring a CPA. Topics include expiring tax credits, like kind exchanges, wills, tax law changes
    Published on January 07, 2014

    2013 Tax Season Technical Tweets for your Firm

    Tools ...tweets that cover 2013 tax year filing issues such as limits on itemized deductions, expiring tax credits, the new net investment income tax, and many more. Also included are tax planning tweets to use year round
    Published on December 09, 2013

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