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.  Also, consider talking with your staff on how to best obtain and monitor client satisfaction with firm services year-round.  Here are some materials that will assist you in your efforts.


    *The CPA vs Unlicensed Tax Preparers Presentation and the FAQs about the Preparer Registration Program were removed pending the outcome of the District Court case (Loving v. Internal Revenue Service) that imposed an injunction on the IRS' preparer registration program. They will be restored and updated as necessary once the case is resolved.

    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.


    • Presentations on 2013 Tax Year Topics. Demonstrate your knowledge of tax law changes to community groups or prospective clients with these presentations.
    • Tax Law Snapshot brochures.
      Offer these to prospectives in your waiting area or as handouts at events to show your firm's expertise on tax law changes and how it can help them plan to minimize their liability.
    • Print Advertisements
      Your firm has many options for placing ads that are affordable – from your local newspaper or alumni magazine to school sports or theater programs. Choose from a selection of ads focused on families and individuals, as well as small businesses.
    • Preparing for Life's Important Moments Presentation
      Customize this presentation for your firm and local marketplace. Share it with prospective clients as a lunch-n-learn to help them understand the value your CPA firm provides.
    • Tweets (Total Tax Insights Calculator, Holiday-Themed and General) You’ll find a wide assortment of tweets for use throughout the whole year. Twitter is an easy – and free – way to reach all of your important audiences with tax messages that position you as the expert.
    • Google AdWordsThis is pay-per-click advertising on Google’s flagship search engine and a great place to be as consumers are searching for the services you provide. We’ve provided a selection of sample ads for your use. To learn more, read our how-to guide, Making Your Voice Heard, Tax Season and Beyond.  
    Demonstrate your knowledge of tax law changes to community groups or prospective clients with these presentations.

    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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