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  Preparer's Resources
 

E-File Tracking Log

  • Includes binder and 25 - 82 x 11" sheets.
  • Keeps all e-file information in one handy location.
  • 3-hole punched.
  • Great compliance tool.Insert sheets can be purchased separately (see below).
Price for each:
$10.25

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E-File Tracking Log Insert Sheets

 

(See above for details)

25 Pack
100 Pack
$6.50
$22.00

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Electronic Filing Postcard

  • Designed to conform to notification rules.
  • Standard 4 x 6" size.
25 Pack
100 Pack
$2.25
$7.00

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Stock Basis Record

  • Two page, printed on 8 1/2 x 11" ivory paper.
  • Use to collect year-end statements.
  • Handy tool to maintain a record of investments in mutual funds and stocks.
25 Pack
100 Pack
$6.50
$22.00

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Pocket Deduction Finder

  • Wallet sized handout, 2 3/4" x 4 1/4" folded. 8 pgs.
  • Clients will really like this mini list of tax deductions.
  • Great give-away or waiting room "pick-up."
25 Pack
100 Pack
$10.25
$35.00

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Records Retention Guide

  • Wallet-size handout - 2 3/4 x 4 1/4" folded. 6 pgs.
  • Indicates how long records should be kept.
  • Great client-friendly handout.
25 Pack
100 Pack
$10.25
$35.00

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Cash & Consequences

  • Wallet-size handout - 2 3/4 x 4 1/4" folded. 6 pgs.
  • Outlines tax consequences of money moves.
  • Timely handout for turbulent times.
25 Pack
100 Pack
$10.25
$35.00

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Gas Saving Tips

  • Wallet-size handout - 2 3/4 x 4 1/4" folded. 6 pgs.
  • Handy tips for saving at the gas pump.
  • Go green and save money.
  • Great goodwill promo.
25 Pack
100 Pack
$10.25
$35.00

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Saving for College

  • Wallet-size handout - 2 3/4 x 4 1/4" folded. 6 pgs.
  • Outlines options available for saving for college.
  • Great give-away or waiting room 'pickup'.
25 Pack
100 Pack
$10.25
$35.00

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Timely Tax Tips

  • Wallet-size handout - 2 3/4 x 4 1/4" folded. 6 pgs.
  • Lists strategies to save throughout 2009.
  • Use as client handout.
25 Pack
100 Pack
$10.25
$35.00

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Appointment Reminder Postcard
Available in 2 Sizes

  • Standard postcard size (4 1/4 x 5 1/2) or #10 envlope sizes available.
  • Reminds clients of appointment date and time.
  • Handy checklist of items to bring to interview.
Postcard Size
25 Pack
100 Pack
$2.75
$10.00

#10 Envelope Size
25 Pack
100 Pack
$2.75
$10.00

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Phone Message / Billable Time POST-IT™

  • Self-adhesive phone note pads.
  • Never lose billable time records again.
  • 3"x4" size, POST-IT™ sticks with clients file.
Price for 50 (1 pad):
1.50

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Filing Instructions POST-IT™

  • 3 x 4" size POST-IT.
  • Easy to follow instructions.
  • Can be used on any return.
Price for 50 (1 pad):
1.50

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Information Needed Pad

  • Two-page carbonless.
  • 50-sheet pad.
  • Client copy/office copy.
  • 5 1/2 x 8 1/2" size.
Price for 50 sets of 2 (1 pad):
$10.00

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Meeting/Phone Memo Pad

  • 50-sheet 5 1/2 x 8 1/2" pad. Yellow Paper
  • Perfect for financial administrator compliance
  • Tracks phone & meeting discussions, actions to be taken, billable hours.
Price for 1 Pad (50 sheets):
$5.00

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Return Tracking Label

  • Great for tracking tax return through system.
  • 4 x 3 1/4" permanent labels attach to client files.
Price for 1 Pack (30 labels):
$5.00

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Tax Office Fun - Kid's Activity Book

  • Perfect solution for distracting bored kids while they wait for their parents.
  • Four 8 1/2 by 11" pages of puzzles and pictures to color. Activities for all ages.
  • Each activity book comes with a 4-pack of crayons.
Price for 1 Pack (10 books):
$6.50

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D.I.Y. Tax

The new book from Reflect Research reveals why people really choose to do their own taxes and how to attract them to your professional tax practice.

DIY Tax includes:

  • 10 strategic focus areas based on the needs of people who prepare their own taxes (we call them DIYers).
  • 50+ strategies for tax professionals to attract DIYers.
  • 150+ "DIY friendly" ideas to consider implementing at your tax practice.
Price each:
$295.50

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