Checkpoint® Marketing for Firms

Tax Enhance your business by sharing tax articles, tax tips, and tax marketing tools

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Tax is a highly sensitive subject for most individuals – and is often even more so for businesses large and small, public and private, for-profit and not-for-profit. As a trusted advisor, you have an obligation to educate and inform your clients on tax planning and minimization strategies as well as keep them up to date on legislative changes and filing deadlines. Present your firm as a thought leader, while earning loyalty, new referrals and additional opportunities in other practice areas within your firm.

Enhance your tax marketing with highly informative tax planning guides, tax newsletters & tax articles

Tax laws can be complex. Simplifying tax code and regularly offering strategic planning advice to help your clients and prospects save more of their hard-earned money can be challenging. Our diverse tax planning newsletters and other content marketing tools include informative, professionally-written articles on a variety of personal and corporate tax issues so that you don’t have to spend your billable time writing editorials in order to nurture and educate your contacts.

Our niche tax marketing and content solutions for CPA firms contain articles about:

  • Tax planning and minimization strategies
  • Current tax law court cases
  • Deductions and depreciation
  • Personal and corporate tax matters
  • IRS audits and compliance
  • Alternative minimum tax (AMT)
  • Trusts, gifting and charitable giving
  • Retirement and estate planning
  • IRAs, 401(k)s and insurance
  • Nexus and international tax issues

Showcase your firm’s tax planning, preparation and consulting expertise

We have the tools you need to showcase your expertise while engaging clients, prospects and referral sources with high quality information. Mix and match our complementary content solutions to best meet your marketing and communication needs and your budget. Ask us about our:

  • Tax newsletters in print, email, PDF, Word and HTML formats
  • Comprehensive tax planning guides in print, email and HTML
  • Concise tax tips designed for your firm’s social media platforms
  • Tax planning PowerPoint seminars for your firm to present
  • Hundreds of tax articles on various topics for your firm’s website and blog

Enhance your firm’s brand with tax tips, tax newsletters and tax planning marketing tools

These savvy marketing and communication tax marketing tools make your accounting firm stand out from the competition, preserve top of mind awareness, develop a rapport with prospects and cultivate long-term, more profitable relationships with existing clients.

What Our Clients Are Saying

“We want to give our clients a baseline of information about a topic that educates them to the point where we can meaningfully talk to them about that subject. We want to be seen not just as a thought leader, but also as a consultant they can call on for help in making changes that move their businesses forward. The Tax and Accounting Alerts are great for doing this. They have strong content that shows we know what’s going on and enables us to get the word out to clients and prospects about important developments before someone else does. This keeps us top-of-mind for clients and prospects, and that can lead to inquiries that end up as service requests.”

Lee Peretz, Marketing Director
Anchin, Block & Anchin, LLP

We can help you determine exactly which tax planning content marketing solutions will best meet your needs, budget and goals. Call us at 866.240.8477 and discover how our CPA content marketing tools can help you nurture prospects, build relationships and grow your business.

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