Tax Practitioner's Marketing Toolkit
Welcome to the new Tax Practitioner's Marketing Toolkit. Whether you're a sole proprietor, run a mid-sized practice or advise clients at a large firm, this toolkit will help you be a leader in tax services.
How? By giving you the tools you need to educate and engage clients, remind them of your year-round expertise and develop your unique value to 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? Download the entire toolkit here.
New! A Tax Section Exclusive
Get an overview of federal tax law changes and planning opportunities coming out of tax reform. Available only to Tax and PFP Section members.
Updated August 15, 2018.
Ask your clients how you are doing and identify areas for improvement so you retain the clients you have worked so hard to attract.
Educate prospective clients about the advantages of working with a CPA and the types of year-round services CPAs provide.
Help clients take the steps needed to minimize potential consequences of identity theft.
Alert your clients that time is running out to take steps to reduce their taxable income and other year-end concerns.
Alert your small business clients that time is running out to take steps to reduce their taxable income and other year-end concerns.
Educate clients or groups about tax strategies and actions they should consider with their CPA.
Keep your clients in the know with this overview of developments that could impact their 2018 returns.
Start the conversation about identity theft with an all-new client brochure that helps prevent tax-related identity theft.
Use these talking points to help clients understand what a tax extension means and dispel any myths they may have.
Every business needs to pay attention to their online reputation. Learn how with this guide.
Be prepared to respond to clients and prospective clients with these talking points.
Develop deeper client relationships and reinforce your role as their most trusted adviser with these cross-selling ideas.