Tax Practitioner's Marketing Toolkit
The resources of the Tax Practitioner’s Marketing Toolkit were created to give you an edge by helping you educate your clients on key tax topics, engage them by explaining your year-round expertise and develop stronger relationships with clients and prospective clients.
Please note: The images licensed for presentations and brochures cannot be used in other materials or online.
Looking for a quick way to get everything you need? For your convenience, download the entire toolkit in one bundled zip file.
Tax Section Exclusive Resource
Tax reform quick reference guide
Get an overview of federal tax law changes and planning opportunities coming out of tax reform. Available only to Tax and PFP Section members and PFS Credential holders.
Updated November 1, 2018.
Engage and assist clients
Sample client satisfaction survey
Ask your clients how you’re doing and identify areas for improvement so you can keep the clients you’ve worked so hard to attract.
Preparing for life’s moments presentation
Talk to prospective clients about the advantages of working with a CPA and the types of year-round services you provide.
Client identity theft checklist
Help your clients recover from identity theft with this easy-to-use recovery checklist.
Year-end planning letter – Individual
Alert your clients that time is running out to take steps to reduce their taxable income and other year-end concerns.
Year-end planning letter – Small Business
Reach out to your small business clients before year-end to help them take steps to prepare for the spring filing season.
2018 tax year in review presentation
Talk to your clients about tax and planning strategies and actions they should consider before year-end.
Start the conversation
Protecting yourself from tax-related identity theft brochure
Do your clients know how to protect themselves from identity thieves? Start the conversation with this client brochure.
Tax extension FAQs for clients
If your clients think “extension” is a bad word, use these talking points to help them understand the potential benefits.
Taking the plunge: Tax tips for marriage
This guide helps explain how getting married or divorced could affect your clients’ tax situation.
College and education tax tips
Whether it’s the first day of kindergarten or college, your clients need to know how paying for an education can affect their taxes.
Tax tips: Welcoming a new child
Having a new baby is an exciting time, but it also means changes to a family’s tax situation. These tax tips will explain what your client needs to know.
Tax tips: Getting ready for retirement
Help your clients prepare for retirement at any stage in their lives with these tax tips.
Tax law snapshot: What's new that affects you?
Keep your clients in the know with this overview of developments that could impact their 2018 returns.
Develop stronger client relationships
How to keep the client conversation going
Staying current on the latest communication methods can be a challenge. Get the ins and outs of virtual meetings, social media and more with this guide.
More services. More clients. Better relationships.
Develop deeper client relationships and reinforce your role as their most trusted adviser through expanded services.
Questions and answers related to billing
Conversations about billing are difficult, but these talking points can make them a little easier to manage