Series Overview: Tax information handouts designed to be given to your clients. Great promotional items. Keep your name in front of your clients all year!

Price: $99
This item qualifies for Quantity Discounts.  Details
Start Ship Date:10/15/2013
Ships first in, first out
Client Handouts CD
Over 50 customizable client handouts used to help explain tax concepts to your clients. Build customer loyalty and keep your name in front of your clients year round!

NEW: 20 additional handouts and quarterly newsletters to be released in 2013.

CONTENT HIGHLIGHTS

  • Handouts: Select from over 30 handouts.
  • Text: Personalize with your company information.
  • Logo: Customize with your logo.
  • Print Format: Select portrait or landscape printing.
  • Color Scheme: Select from a variety of colors.
  • Print: Unlimited printing.
  • Save to PDF: Electronically send handouts to a copy center or email handouts to your clients.

GENERATE CLIENT REFERRALS… GUARANTEED!

Satisfied clients will tell their friends. Distribute handouts from the Client Handouts CD to your clients. If you do not experience an increase in referrals, return the Client Handouts CD up to six months from your ship date for a full refund.

CLIENT HANDOUTS TITLES

Most client handouts are available in both portrait and landscape view.
Business Entity Pros and Cons Portrait Landscape
Business Use of Home Portrait Landscape
Capital Gains and Losses Portrait Landscape
Consumer Credit Portrait Landscape
Corporation Meeting Requirements Portrait Landscape
Death of a Taxpayer Portrait Landscape
Estate and Gift Tax Portrait Landscape
Estate Planning, Wills, Probate, and Transfer of Assets Portrait Landscape
Guide to Charitable Contributions Portrait Landscape
Guide to Financial Planning Portrait Landscape
Health Savings Accounts (HSAs) Portrait Landscape
Hobby vs. Business Portrait Landscape
Itemized Deductions:
Casualty and Theft Losses
Portrait Landscape
Itemized Deductions:
Education Expenses
Portrait Landscape
Itemized Deductions: Interest Paid Portrait Landscape
Itemized Deductions:
Job Expenses
Portrait Landscape
Itemized Deductions:
Medical Expenses
Portrait Landscape
Itemized Deductions:
Taxes Paid
Portrait Landscape
Miscellaneous Itemized Deductions Portrait Landscape
Moving Out Worksheet Portrait N/A
Partnerships Portrait Landscape
Pension Income Planning Portrait Landscape
Rental Income and Expenses Portrait Landscape
Retirement Income Portrait Landscape
S Corporations Portrait Landscape
Saving for College Portrait Landscape
Saving for Retirement Portrait Landscape
Small Business Health Care Tax Credit Portrait N/A
Starting a Business Portrait Landscape
Tax Credits for Families
With Children
Portrait Landscape
Tips for Newlyweds Portrait Landscape
Tips for Taxpayers Who Receive an IRS Notice Portrait Landscape
More to come!