Special AICPA News Update - December 19, 2012 

    Save time and money with the Tax Practitioner's Toolkit (Updated for 2013) 
    Published December 19, 2012

    AICPA
           
      AICPA
    AICPA News Update
    A Weekly Email Newsletter on Issues & Events Surrounding the CPA Profession
     
     
      In This Update: December 19, 2012 - Volume 15 No. 52  
     
    Show Clients How Valuable You Really Are (and Save Money and Time in the Process)
    Articulate the Value of Your Tax Services
    Engage Current and Prospective Clients in Tax Season and Year-Round
    Help Consumers Learn More through 360Taxes.org
        Special Edition - Updated Tax Practitioner's Toolkit    
     
    Show Clients How Valuable You Really Are (and Save Money and Time in the Process)
     

    You work hard to build your tax practice and establish trusting relationships. Now you need to demonstrate how you and your firm provide value that sets you apart from other tax preparers. With the free resources in the AICPA’s Tax Practitioner’s Toolkit, you can do just that, while saving money and time.

    These toolkit materials – updated and enhanced – position CPAs as the premier providers of tax services. Whether you are a sole proprietor, have 12 employees or more than 50, these resources – including checklists, client letters, brochures on tax planning, print ads and tweets – will connect you to current and prospective clients. Customize with your logo and firm name and use them to complement your existing promotional activities.

    Explore the Tax Practitioner’s Toolkit and learn how it can support your client retention and acquisition efforts. And if someone else in your firm is responsible for marketing, please share this email with them.    

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    Articulate the Value of Your Tax Services
     

    To help you and your firm better understand and articulate the value of your tax services to clients, prospective clients and referral sources, you’ll find the following resources and more:

    • A 6-Step Implementation Checklist – Building a culture that delivers on your firm’s value is even easier with newly expanded checklists, now tailored by firm size with links to the resources you need.
    • CPA vs. Unlicensed Tax Preparers – This presentation with speaker notes will help you and your staff discuss the differences in qualifications between a CPA and a Registered Tax Return Preparer or an unlicensed preparer.
    • Overcoming Objections – Address client concerns and questions with these talking points, expanded to address fees.

     

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    Engage Current and Prospective Clients in Tax Season and Year-Round
     

    Making Your Voice Heard, Tax Season and Beyond – Read this helpful guide that describes the resources below with tips on how to use them:

    • Planning During the Fiscal Cliff – As the uncertainty continues, offer information and tax planning insights through client letters to individual and small business clients; also, adapt the PowerPoint to address community and professional groups to showcase your expertise.
      Coming in January – a brochure you can provide clients that highlights key tax law provisions that may affect their return.
    • Tweet Tax Tips with Ready-Made Campaign. Here’s an entire library of Tax Tip Tweets that promote your experience and expertise, ready for you to download and tweet to your followers.
    • Educate Clients on Why CPAs are the Best Choice. To help clients and prospects understand the benefits of working with a CPA, download or print Preparing for Life’s Most Important Moments, a brochure that describes in detail the services CPAs provide.
    • Short Blurbs for Your Website and Client Newsletter – Choose from a variety of messages that showcase your expertise and value.
    • Google AdWords (pay-per-click advertising) – Place ads on Google so consumers searching for your services can find you.
    • Print Ads – These ads capture CPAs’ qualifications and speak to a cross-section of today’s taxpayers. Download these free advertisements, which provide space for your firm name and contact information.
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    Help Consumers Learn More through 360Taxes.org
     

    360taxes.org is an extension of 360 Degrees of Financial Literacy, the CPA profession’s volunteer effort to help Americans manage their finances through every stage of life. Explore our website designed by CPAs to help consumers find tax resources and explain how CPAs differ from other tax preparers. It also provides guidance on selecting a tax preparer and underscores the value of year-round tax planning. Volunteer to answer consumer questions as part of the Ask–A–CPA feature.

    Free tax resources also include the Total Tax InsightsTM calculator, which helps taxpayers understand the types and number of taxes they pay throughout the year and their estimated amounts.

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