Tax Practitioner's Toolkit for Sole Proprietors and Small Firms 

    Communicate Your Value 

    You’ve worked hard to build your tax practice and establish trusting relationships. Every client and referral matters. But in this competitive, challenging environment, you can’t take anything for granted.

    These materials have been developed to help you promote your tax practice and tell your story – the unique qualifications that distinguish you from all other tax preparers. Customize these resources with your logo,  name and contact information. Be sure to read Making Your Voice Heard, Tax Season and Beyond, a how-to guide to help you get started using these tools.

    Toolkit Resources

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

    What makes you different from other tax preparers? What’s unique in the way you service clients? Be ready to infuse your value message in every conversation, e-mail and letter with each client.  Equally important, you want to stay on top of client feedback about your practice and learn what your peers are doing. The following materials will help you do just that.


    Note:  The FAQs about the Preparer Registration Program and CPAs vs Unlicensed Tax Preparers Presentation are currently unavailable pending the outcome of the District Court case (Loving v. Internal Revenue Service) that imposed an injunction on the IRS' preparer registration program.

    Engaging with Clients to Stay Top of Mind

    Use these customizable materials to remind clients and referral sources to come to you for expert, year-round tax services.



    CPA Value and Tax Blurbs for Your Website or Client Newsletter

    Choose from a variety of messages that showcase your expertise and value.

    Prepare for Life's Important Moments (brochure)
    A particularly good piece for prospective clients and referral sources, it provides a detailed overview of the advantages of working with a CPA.

    Tax Law Snapshot Brochures - 2014 Filing Season. Your individual and small business clients on extension will appreciate this overview of tax law changes that may affect their return and how their CPA can help them navigate the complexity, both now and year-round.

    Tax Law Snapshot 2-Pager In addition to the brochure, share or send this overview of major individual tax laws to educate your clients.

    Presentations on 2014 Tax Season Issues. Provide your expertise to business or community groups with these presentations.

    Promoting Your Practice to Attract New Clients

    Attracting new clients takes time. Here are some cost effective tools to help you get your message out – consistently, over time – that can be tailored for your specific audiences and areas of expertise.  Personalize them with your firm logo, name and contact information.


    Print Advertisements
    You have many options for placing ads that are affordable – from your local magazines and newspapers to school sports programs and alumni magazines. You’ll find a selection of ads focused on the individual tax filer and small business owner.

    Preparing for Life's Most Important Moments - Brochure  A great follow-up to a meeting with a prospective client - this brochure gives a detailed overview of the advantages of working with a CPA.

    Preparing for Life's Most Important Moments Presentation
       Customize this presentation for your local market and share with prospective clients to help them better understand the value of your firm and tax services. (Note: This presentation has been designed and the images licensed for this presentation only. The copy may be modified; however, the images may not be used in other materials.)

    Tweets (Holiday-Themed, Technical, and General) – As they say, join the conversation! You’ll find a wide assortment of tweets to use throughout the year that connect with your audience and position you as an expert who is approachable and available.  Good for use on Facebook and LinkedIn also.

    Google AdWords – This is pay-per-click advertising on Google’s flagship search engine and a great place to be as consumers are searching for for the services you offer. We’ve provided a selection of sample ads for your use. To learn more, read Making Your Voice Heard, Tax Season and Beyond.

    Media Interviews - Why Me?  Because you can be a trusted tax resource for local reporters! These FAQs will help you get started on how to talk to media.  

    Sample Media Advisory Template – Sharing your knowledge with the community has never been easier.  Modify this template with tax topics that can be easily tailored to your area(s) of expertise and send to local or regional media.

    Tax Law Snapshot Brochures - 2014 Filing Season. Wow prospective clients with your expertise on tax law changes that may affect their return. The brochures also discuss how CPAs can help year-round to minimize future tax liability.

    Presentations on Tax Season Topics. Use these PowerPoints to address prospective clients at community or business events.


    The Tax Practitioner's Toolkit is the collaborative effort of PCPS, the Tax Division and AICPA Communications who are 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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