Tax Practitioner's Marketing Toolkit
We’ve developed these resources to help you educate your clients on key tax topics, engage them by highlighting your year-round expertise and develop stronger relationships with clients and prospects. The tools on this page are available exclusively to AICPA members. We hope you’ll find them valuable.
Looking for a quick way to get everything you need? Download the entire toolkit in one bundled zip file.
Get the conversation started: Year-end planning
2019 tax year in review presentation
Talk to your clients about tax and planning strategies and actions they should consider before year-end.
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.
Tax law snapshot: What's new that affects you?
Keep your clients in the know with this overview of developments that could impact their 2019 returns.
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Discuss life’s milestones
Taking the plunge: Tax tips for marriage
This guide helps explain how getting married or divorced could affect your clients’ tax situation.
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: Preparing for education costs
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: Getting ready for retirement
Help your clients prepare for retirement at any stage in their lives with these tax tips.
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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.
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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.
Addressing complicated client concerns
Develop deeper client relationships and reinforce your role as their most trusted adviser through expanded services.
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Use this handy reference to help guide you year-round with important tax compliance dates and monthly planning ideas.
The AICPA Tax Section is the home for CPA tax professionals.
Unlock this resource, the Annual Tax Compliance Kit and more with Tax Section membership.
Please note: The images licensed for presentations and brochures cannot be used in other materials or online.
