Description:

This library of 35 highly relevant client brochures is an essential addition to any tax pro’s office. Filled with tax and business information your clients should be aware of, these detailed resources work great as printed-off handouts and as email attachments.

Purchase of this product includes client brochures in PDF and plain text formats. You can also add your contact info on the back of the PDF brochures.

View Sample.

If needed, our materials will be updated throughout 2020. Your subscription includes all updates through December 31, 2020 and will be available for download through December 2021.

Includes the following brochure topics:

• Employee vs. Independent Contractor
• Divorce and Taxes
• Charitable Contributions and Tax Deductions
• Home Ownership and Taxation
• Death and Taxes
• Contact From the IRS
• Your Tax Appointment
• Saving Records
• Traditional IRAs
• Starting a Business
• Roth IRA
• Rollovers to a Roth IRA
• Coverdell Education Savings Account
• The Home Office
• Auto-Related Deductions (Will be updated when new rates available in December.)
• Meals and Incidental Expenses
• Education Credits
• Choosing Your Business Entity
• Our Privacy Policy (nondisclosure) (Bifold)
• Tax Tips for Day Care Providers
• Tax Tips for Self-Employed Taxpayers
• Tax Tips for Owners of Rental Property
• Child Tax Credit and Credit for Other Dependents
• Health Savings Accounts
• Hobby vs. Business
• Reporting Gambling Proceeds
• Tax Tips for the Clergy
• Earned Income Tax Credit Eligibility
• Casualty and Theft Losses
• Roth 401(k)
• What is AMT and Why Do I Have to Pay It
• Tax Tips for Military Personnel
• Client Satisfaction Survey (Bifold)
• The Benefits of E-Filing Your Tax Returns
• Protecting Your Identity

Product Details:

Format: Electronic

Publisher: NATP

Year: 2020-2021

Purchase Info:

When your purchase is complete, you can obtain the pdf link page in My Downloads.

Electronic products are nonreturnable.