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).

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E-File Tracking Log Insert Sheets

(See above for details)

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Electronic Filing Postcard

• Designed to conform to notification rules.
• Standard 4 x 6" size.

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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.

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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."

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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.

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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.

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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.

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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'.

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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.

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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.

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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.

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Filing Instructions POST-IT™

• 3 x 4" size POST-IT.
• Easy to follow instructions.
• Can be used on any return.

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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.

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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.

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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.

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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.

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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.

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