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You know that building relationships and trust with existing clients, as well as securing potential new clients, is critical to your success. CPA Client—Advances in Tax Planning is the ideal tool for keeping your clients informed, and staying in touch as you approach this critical time of year.
This year-end newsletter is available as a PDF or MS Word download full of timely articles that provide a look at tax saving, financial planning, and the small business advice that your clients need at this time of year. It is written for easy reading, with plenty of examples and clear explanations of complex tax laws.
The MS Word format gives you maximum flexibility, allowing you to select the specific content that is most relevant to your firm, customize it to suit your individual needs, and distribute it via your preferred marketing channels, whether it be e-mail, the firm website or blog, social media channels, or your firm newsletter.
The PDF format is fast and easy, providing a polished product that can be sent to your clients as-is via e-mail, direct mail, or your firm website. Give your clients and prospects the year-end information they crave via the channels they use the most.
Topics covered in this annual tax planning newsletter include:
Also with this planning tool, you can personalize the content for different client needs. Do you have small business clients that could benefit from the Work Opportunity Tax Credit? You can point them to the article on the benefits of hiring qualified individuals. Want to make clients aware of a different option for real estate investing? Advise them to check out the article on real estate investment trusts. Interested in helping clients understand the implications of the American Taxpayer Relief Act of 2012? Then highlight the article on restoring a higher tax bracket.