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.

  • Value-Centric Culture Checklist 
    Implement these six easy steps with links to Toolkit resources to build a program that ensures delivery of a consistent message from everyone in your firm about the value you provide clients.
  • How-to Guide: Making Your Voice Heard with Clients and Prospects 
    This guide walks you through the Tax Practitioner's Toolkit resources and offers tips on using them year round. to help you get started.
  • Overcoming Objections to Hiring a CPA (talking points)
    You don’t want to lose a viable prospect because you didn’t have the right answer to a concern. Look over these talking points and put the responses into your own words.
  • Tips to Protect Your Reputation Online  Every business needs to pay attention to Yelp reviews - learn about their impact and use these tips to respond to any client reviews  
  • 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.

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.


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.

  • Year-End Tax Planning Presentation: A great way to expand your clientele and visibility - offer important information to community groups using this PPT
  • Checklist for Presentations: This "event-in-a-box" helps you cover all the bases for a successful event.
  • Volunteer Fundraising FAQs:  Use this brochure with your contact info to share important facts with volunteers and parents.
  • Tips for Cross-Selling Services: Build an even deeper relationship  with your clients by linking your services to their goals and needs.
  • 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 individual sand small business owners.
  • 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.
  • Tweets: (Holiday-Themed, Technical, and General) –You’ll find a wide assortment of tweets to use throughout the year that connect with your audience and position you as an expert.  Good for use on Facebook and LinkedIn also.
  • Google AdWords: This is pay-per-click advertising on Google and a great place to be as consumers are searching for the services you offer. 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.

Note: The images licensed for presentations may not be used in other materials.)

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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