Use handouts to explain tax concepts to your clients, promote your practice, and help your clients stay organized. Handouts cover a huge variety of tax-related subjects and are written in an easy-to-read format.
About the Client Handouts
How It Works
Access over 100 handouts.
Log in to your online subscription immediately.
Customize handouts with your logo (optional) and address.
Print handouts for distribution (unlimited printing).
Create PDFs to email your clients!
Printed reference guide ships in December.
Subscription Term: Receive immediate access. Subscription expires 12/1/2022. Client Handouts Guide: Your subscription includes a printed reference guide to find handouts fast! Guides ship in mid-December.
Handouts are updated throughout the year to reflect tax law changes. New handouts are released quarterly.
Tax Brochures: Explain tax concepts to your clients.
Planning Tips: Help your clients minimize tax liability.
Newsletters: Released early January, late March, mid-June, and mid-September.
Organizers: Get your clients ready for tax season. Includes individual and business versions.
Handouts cover a huge variety of tax-related subjects
and are written in an easy-to-read format your clients will appreciate.
Place a handout in each client's folder before tax season.
Email/mail handouts to new clients for a great first impression.
During tax season, email/mail handouts to clients who have not yet scheduled their appointment.
Place handouts on your website or distribute via social media.
Keep your name in front of clients all year by emailing/mailing quarterly newsletters.
Provide customized handouts in your reception area.
Client Handouts Catalog
Some handouts are available in Spanish (highlighted in bold below)