Tax Practitioner's Toolkit for Medium Firms 

Communicate Your Value 

You have grown your firm over the years to meet your clients’ changing needs and help them plan for the future. But in this competitive, challenging environment, you can’t take anything for granted. It’s important to continually remind clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.

The Tax Practitioner’s Toolkit will help you:

  • Clarify the value that your tax practice offers clients and incorporate it in every client interaction and communication
  • Stay top of mind with clients year round – giving them a reason to contact you for tax services
  • Promote your firm

Toolkit Resources

Preparing Your Firm to Understand and Articulate the Value of Your Tax Services

What makes your firm different from other tax preparers? Do you have an area of specialization that sets you apart? Be sure you and your staff understand the value of your firm and are ready to infuse that value in every conversation or e-mail with clients.  

Engaging with Clients to Stay Top of Mind

Use these materials with clients, prospective clients and referral sources throughout the year to remind them to come to you for expert, year-round tax planning services. These resources can be customized with your logo, firm name and contact information. You’ll want to read Making Your Voice Heard, Tax Season and Beyond, a how-to guide to help you get started using these tools.

Promoting Your Firm to Attract New Clients

We know that attracting new clients takes time. Here are some tools to complement your current marketing strategies, which can be tailored for your specific audiences and areas of expertise.  Personalize them with your firm logo, name and contact information.

The Tax Practitioner's Toolkit is the collaborative effort of AICPA Communications, PCPS, and the Tax Division  working together on behalf of our members to develop tools, resources and promotional materials that position CPAs as the premier providers of tax services.


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