Ready-to-use tax talk webinar and promo assets.
Give your firm a simple way to host a high-impact “Tax Talk” webinar that clients actually attend.
The Tax Talk Marketing Kit includes done-for-you emails, social posts, slide content, and follow-up templates tailored to year-end planning and OBBBA updates. Spend your time advising clients, not building assets from scratch.
Who’s It For?
Small to mid-sized accounting firms, solo CPAs, and boutique practices that want more qualified conversations before December 31.
What’s inside?
- 10-slide presentation, tips, and on-slide copy.
- 4-part email campaign sequence.
- 2 LinkedIn promotional posts that you can customize.
Why it works for accountants and marketers.
Tax season starts at year-end.
Clients make big decisions in Q4. The kit gives you an easy way to meet them where they are with practical guidance.
OBBBA questions are spiking.
Changes to deductions, depreciation, and credits raise new “do it now or later” decisions. The kit helps you explain this clearly without getting lost in jargon.
Fast path from interest to meeting and built to reuse.
Everything points to a next step, book a year-end consult, download the checklist, or reply with a question. You keep momentum while trust is high.
Download Now
Download the kit and add your logo and brand colors.
The templates are built in Canva, ready for you to open and customize with your logo, colors, and contact info; dates, registration link, and calendar invite; plus, any state-specific guidance or niche examples.
Make year-end your strongest pipeline moment.
Get the Tax Talk Marketing Kit today and generate leads before year end.
Once submitted, the resource links will be displayed below. When clicked, each will open a new tab.