Tax Reform

Tax Cuts and Jobs Act Accounting Firm Toolkit

Everything you need to educate clients and prepare for the future

24% of small business owners said they are not familiar with the Tax Cuts and Jobs Act (TCJA).*

The same survey also reported that 28% of small business owners that are aware of the TCJA admitted that they got their information from the general news media — not their tax preparer or advisor.* This means it's more important than ever for you to stay up to date and communicate critical TCJA changes to your clients.

To help you educate and communicate with your clients, we've put together an in-depth TCJA toolkit. It's designed to give you the information and tools to inform and guide your clients for this year and the future.

Fill out the form below just once to access all of the TCJA Toolkit items listed below.

*Small Business Introduction to the Tax Cuts and Jobs Act, NFIB Study, 2018.


Tax planning checkup

Resources to help you identify TCJA-related tax planning opportunities for clients. You'll find an individual tax planning checklist to help ensure opportunities are not overlooked, a checklist for identifying opportunities to maximize the new qualified business income deduction under Section 199A, and a client letter that highlights tax changes and potential tax-saving ideas.


TCJA practice aids

A collection of time-saving practice aids that highlight key changes and help you navigate complex areas of the new law.


TCJA summaries

These summaries include quick reference tables that provide a side-by-side look at the new law and prior law, making it easy to identify key tax changes that may impact your clients.

Download the TCJA Toolkit

Fill out the form to access all of the items in the toolkit


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