Client Handouts Best Seller!

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 your clients will appreciate. Build customer loyalty and keep your name in front of your clients year round!


Price: $129

How It Works

  • Receive instant access to your online subscription.
  • Access anywhere you have internet.
  • Login and review the Client Handouts Catalog.
  • Customize handouts with an image and/or text.
  • Print handouts for files or email PDF directly to clients!

Subscription Details

Subscription Term: Receive immediate access. Subscription expires 12/1/2018.
Client Handouts Guide: Your subscription includes a printed reference guide to find handouts fast! Guides ship in mid-December.

Handouts Overview

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.

Suggested Uses

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.

Example Handouts

Most client handouts are available in both portrait and landscape view.
Audits Portrait Landscape
Charitable Noncash FMV Guide Portrait Landscape
Charitable Cash Donation Tracker Portrait Landscape
Charitable Contributions Guide Portrait Landscape
Capital Gains and Losses Portrait Landscape
Education Tax Benefits Portrait Landscape
Individual Taxpayer Organizer Portrait Portrait Only
Mileage and Expense Log Portrait Landscape
Tax Facts and Figures Portrait Landscape

Client Handouts Catalog

  • Alternative Minimum Tax
  • Audits
  • Business Entity Comparison Chart
  • Business Entity Pros and Cons
  • Business Expenses Worksheet
  • Business Financing - Don't Intermingle Funds
  • Business Management Tips
  • Business Owners - Taking Money Out of a Business
  • Business Use of Home
  • Buy-Sell Agreements
  • C Corporation Tax Organizer (Tax Year 2016)
  • Cancellation of Debt - Insolvency
  • Capital Gains and Losses
  • Charitable Cash Donation Tracker
  • Charitable Contributions Guide
  • Charitable Noncash FMV Guide
  • Clergy - Religious Workers
  • College Financial Aid Planning
  • Consumer Credit
  • Corporation Meeting Requirements
  • Crowdfunding
  • Day Care Providers Income and Expenses
  • Death of a Taxpayer
  • Dependent Support Worksheet
  • Divorce and Taxes
  • Early Retirement Distributions
  • Education Tax Benefits
  • Employee or Independent Contractor
  • Estate Planning, Wills, Probate, and Transfer of Assets
  • Estate Tax (Form 706)
  • Estimated Taxes
  • Expense Reimbursements for Employees
  • Families With Children
  • Farm Expenses Worksheet
  • Farm Income Worksheet
  • Farm Inventory and Accounting Methods
  • Farm Vehicles and Fuels
  • Filing Status
  • Financial Planning Guide
  • Foreign Bank and Financial Accounts
  • Form 1099-MISC, Miscellaneous Income Reporting
  • Fringe Benefits
  • Gambling Log
  • General Engagement Letter for Individual Tax Preparation (Tax Year 2016)
  • Gift Tax
  • Health Care Organizer (Tax Year 2016)
  • Health Care Reform - Cost Sharing Subsidy for Individuals with High-Deductible Plans
  • Health Care Reform - Employer Insurance Requirement
  • Health Care Reform - Individual Insurance Requirement
  • Health Care Reform - Premium Assistance Credit
  • Health Care Reform - State Health Insurance Exchanges
  • Health Savings Accounts (HSAs)
  • High-Income Taxpayers
  • Hobby vs. Business
  • Household Employees
  • Identity Theft and Your Taxes
  • Individual Retirement Accounts - Inherited IRAs
  • Individual Retirement Accounts - Kinds of IRAs and Prohibited Transactions
  • Individual Retirement Accounts - Roth IRAs
  • Individual Retirement Accounts - Traditional IRAs
  • Individual Taxpayer Organizer - Rental Property (Tax Year 2016)
  • Individual Taxpayer Organizer - Sole Proprietorship (Tax Year 2016)
  • Individual Taxpayer Organizer (Tax Year 2016)
  • Inventory Cost of Goods Sold
  • Itemized Deductions - Casualty and Theft Losses
  • Itemized Deductions - Education Expenses
  • Itemized Deductions - Homeowners
  • Itemized Deductions - Interest Paid
  • Itemized Deductions - Job Expenses
  • Itemized Deductions - Medical Expenses
  • Itemized Deductions - Miscellaneous Itemized Deductions
  • Itemized Deductions - Taxes Paid
  • Kiddie Tax
  • Limited Liability Companies (LLCs)
  • LLC Tax Organizer (Tax Year 2016)
  • Marketing Your Business
  • Mileage and Expense Log
  • Moving Expenses
  • Moving Out Worksheet
  • Multi-State Taxation
  • Newlyweds Tax Tips
  • Partnership Tax Organizer (Tax Year 2016)
  • Partnerships
  • Pension Income Planning
  • Real Estate Professionals
  • Recordkeeping for Tax Purposes
  • Referrals Appreciated
  • Rental Income and Expense Worksheet
  • Rental Income and Expenses
  • Repairs vs. Improvements
  • Retirement Income
  • S Corporation Tax Organizer (Tax Year 2016)
  • S Corporations
  • Sale of a Principal Residence
  • Same-Sex Married Couples
  • Saving for College
  • Saving for Retirement
  • Self-Employment Tax
  • Small Business Health Care Tax Credit
  • Social Security and Medicare
  • Standard vs. Itemized Deduction
  • Starting a Business
  • Stock Options - Same Day Sales
  • Tax Facts and Figures
  • Tax Scams - Protect Yourself
  • Taxable Social Security Benefits
  • Taxpayers Who Receive an IRS Notice
  • Tipped Employees
  • Vehicles - Business Use
  • What Should You Do if You Can't Pay Your Taxes?
  • Withholding - Filling Out Form W-4

Client Handouts Screenshot

Client Handouts Interface
  1. Client Handouts Catalog: Over 100 handouts to choose from.
  2. Set as Favorite: Mark your favorite handouts for fast reference.
  3. Text: Personalize with your company information.
  4. Image: Insert your logo, photo, building picture, etc.
  5. Placement: Determine the location of your text and image on the handout.
  6. Color: Select the accent color for your handout. Match your logo!
  7. View PDF: View, save, and/or print the handout in Portrait (full sheet) or Landscape (tri-fold).

Helpful Videos

Learn how to find the specific handouts you need for your clients.


Learn how to upload your company logo and contact information onto your handouts.

“The Client Handouts are exceptional. All the handouts I have used are well written for my clients to understand and use. Being able to print them on demand with my contact information on them makes me look good.”
John Alsen
St. Paul, MN

"Excellent service & easy to use."
Steven Povich
Omaha, NE

"Very satisfied."
Felix Enunwa
Fresno, CA

"Reasonably priced and a plethora of information. The easy to read content is effective when communicating with clients."
Dan Lavinio
New Berlin, WI

“I loved the handouts...”
Charles Warman
Wichita Falls, TX