Client Handouts Best Seller!

Online subscription includes access to 95+ customizable tax brochures, planning tips, newsletters, organizers, and more.

Formerly Client Handouts CD - Now Available Online!

Reasons to Order

  • Promote your practice.
  • Help your clients stay organized and informed.
  • Build customer loyalty and keep your name in front of your clients year round!


Start Ship Date: Available Now!
Price: $109
Purchase Now

Subscription Details

Subscription Term: Receive immediate access. Subscription expires 12/1/2017.
Access: Each subscription allows a single user to manage a customizable profile. Additional profiles require the purchase of additional subscriptions.
Guide: Your subscription includes a printed reference guide to find handouts fast! Guides ship in mid-December.

Handouts Overview

  • Tax Brochures: A large variety of titles used to explain tax concepts to your clients.
  • Planning Tips: Help your clients minimize tax liability.
  • Newsletters: Newsletters released early January, late March, mid-June, and mid-September.
  • Organizers: Individual and business organizers. Get your clients ready for tax season.

Suggested Uses

Handouts cover a huge variety of tax-related subjects and are written in an easy-to-read format your clients will appreciate.

  • Include handouts containing your name and logo along with materials submitted to clients.
  • 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.
  • Add value by placing handouts on your website.
  • Keep your name in front of clients all year by emailing/mailing quarterly newsletters.
  • Impress a prospective client by providing a customized handout.
  • Add value to client engagements by placing a handout in each client's folder before tax season.
  • Enhance your professional image by making customized handouts available in your reception area.
  • Improve customer service by allowing your office staff to provide client handouts to individuals who ask them tax questions.

Example Handouts

Most client handouts are available in both portrait and landscape view.
Business Use of Home Portrait Landscape
Charitable Contributions Guide Portrait Landscape
Divorce and Taxes Portrait Landscape
Education Tax Benefits Portrait Landscape
Estimated Taxes Portrait Landscape
Filing Status Portrait Landscape
Gift Tax Portrait Landscape
Hobby vs. Business Portrait Landscape
Itemized Deductions:
Homeowners
Portrait Landscape
Mileage and Expense Log Portrait Landscape
Moving Expenses Portrait Landscape
Multi-State Taxation Portrait Landscape
Taxable Social Security Benefits Portrait Landscape
Vehicles - Business Use Portrait Landscape
What Should You Do if You
Can't Pay Your Taxes?
Portrait Landscape

Handouts List

  • 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
  • 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
  • Fringe Benefits
  • Gambling Log
  • Gift Tax
  • Health Care Organizer
  • 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
  • Individual Taxpayer Organizer - Rental Property
  • Individual Taxpayer Organizer - Sole Proprietorship
  • 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
  • Marketing Your Business
  • Mileage and Expense Log
  • Moving Expenses
  • Moving Out Worksheet
  • Multi-State Taxation
  • Newlyweds Tax Tips
  • Partnership Tax Organizer
  • 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
  • S Corporations
  • Sale of a Principal Residence
  • Same-Sex Married Couples
  • Saving for College
  • Saving for Retirement
  • 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
  • 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 95 handouts to choose from.
  2. Set as Favorite: Mark your favorite handouts for fast reference.
  3. Customizable Profile: Create your profile to customize any of the handouts.
    • Text: Personalize with your company information.
    • Image: Insert your logo, photo, building picture, etc.
    • Placement: Determine the location of your text and image on the handout.
    • Color: Select the accent color for your handout. Match your logo!

“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