Tax Practitioner's Marketing Toolkit Resources

Welcome to the Tax Practitioner's Marketing Toolkit resources! Whether you're a sole proprietor, run a mid-sized practice (under 20 employees) or advise clients at a large firm, the Toolkit will help position you and your business as a leader in tax services.

How? By giving you the tools to educate yourself and staff on the value of your practice, engage clients and remind them of your year-round expertise, and promote your unique value to prospective clients.

Please note: The images licensed for presentations and brochures cannot be used in other materials or for online use.

Jump to section: Educate Engage Promote


Toolkit Resources
SMALL FIRM
1-5 employees
MEDIUM FIRM
5-25 employees

LARGE FIRM
25-100 employees

EDUCATE
Client Satisfaction Survey
Ask your clients how you are doing and identify areas for improvement so you retain the clients you have worked so hard to attract.
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How-to Guide: Making Your Voice Heard with Clients and Prospects
This guide will help you successfully incorporate the toolkit materials into your own client retention and acquisition
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Overcoming Objections to Hiring a CPA
You don’t want to lose a viable prospect because you didn’t have the right answer to a concern.
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Tips to Manage and Protect Your Online Reputation
Every business needs to pay attention to Yelp reviews - learn about their impact and use these tips.
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Value-Centric Culture Checklist
Implement these six steps to build a program that effectively differentiates your firm from other tax preparers. Checklists are tailored by practice size and show how to incorporate Toolkit resources into firm operation.
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ENGAGE


Affordable Care Act: What It Means for You
An easy-to-read overview for individuals or families.
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Affordable Care FAQs
Informative answers to many of your clients’ questions about this complex law.
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Client Newsletter/Website Articles
Choose from a variety of tax and financial topics to remind clientele of important deadlines and planning possibilities.
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Client Letter for Tax Due Dates
Alert partnerships and other clients of new return due dates now so they can start to adjust.
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Year-End Tax Planning Client Letters
Alert clients that time is running out to take steps to reduce their taxable income, and remind them of identity theft threats.
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Year-End Tax Planning Presentation
Educate clients or groups about tax strategies and actions they should consider with their CPA.
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Identity Theft Client Letter
Offer these tips to clients to help prevent ID theft from occurring.
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Identity Theft Recovery Checklist
Help clients take the steps needed to minimize potential consequences from identity theft.
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Fact Sheet for Employers: Do I Have to Provide Insurance?
Offer this Applicable Large Employer fact sheet to mid-size and large employers.
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Small Business ACA FAQs
Answers to common questions asked about the Affordable Care Act.
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Tax Extension FAQs
Use these as talking points to explain to clients what a tax extension means and dispel any myths.
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Tax Law Snapshot
A concise overview of developments affecting 2017 returns.
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Tuition Tips: Paying for College
This brochure outlines options for paying for college, with a chart on education tax incentives.
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Tuition Tips: Going Back to School
Adult working students may need different options for tuition help; this brochure highlights what is available.
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Volunteer Fundraising FAQs
Offer this brochure that explains critical tax compliance do’s and don’ts for booster clubs and similar groups.
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Five Key Message Points
Weave these messages into your marketing materials to promote your firm’s value and the unique qualifications of your CPAs.

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PROMOTE


Event-in-a-Box Presentation Checklist
Take the guesswork out for you and your staff with this comprehensive logistics checklist.
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Media Interview FAQs
Share with tax or marketing staff as part of the firm’s media training.
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Media Advisory Template
Promote your firm’s expertise on tax changes and raise its visibility by sending a version of this release to media.
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Preparing for Life’s Important Moments Brochure
Share this with prospective clients as a lunch-n-learn to help them understand the value your CPA firm provides.
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Preparing for Life's Important Moments Presentation
Incorporate these slides into any of your PowerPoints to reinforce the unique qualifications of a CPA and educate your audience  about the breadth of your firm’s services.
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Print Advertisements
You’ll find a selection of ads focused on the individual tax client and small business owner.
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Tips for Cross-Selling Tax Services
Build an deeper relationship with clients by linking their goals and needs to your services that they may not know about.
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Tax Tweets
Twitter is an easy way to reach your important audiences with impactful tax messages that position you as the expert. Select from a wide assortment of tweets on current topics.

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