BTB Tax Toolkit

Your clients rely on you for more than just filing forms. they look to you for guidance, clarity, and proactive planning. However, finding the time to draft high-quality client communications while managing a heavy workload can feel next to impossible. That is where the BTB Tax Toolkit steps in to do the heavy lifting. The centerpiece of this comprehensive package is a ready-to-mail, 4-page client newsletter written by tax experts, packed with easy-to-understand updates on new tax laws and actionable year-end planning strategies. Whether you prefer a plug-and-play approach by simply adding your logo or want to fully customize the content to highlight niche services and match your firm's unique voice, this toolkit empowers you to deliver exceptional value and solidify your position as a trusted advisor.

Beyond expertly crafted communications, the toolkit includes a suite of essential operational tools designed to streamline your firm's onboarding process and save hours of administrative prep work. You will receive practical, ready-to-use templates including client interview worksheets and data takers to gather accurate information the first time, sample election statements to speed up compliance drafting, and professional client engagement letters to set clear boundaries and protect your practice. Available each year in early November, the BTB Tax Toolkit provides everything you need to manage the influx of client responses and elevate your firm’s efficiency before the busy season begins.

The 2025 BTB Tax Toolkit Included:

• 4-page client newsletter written by tax experts

• Interview sheets for: Form 1040, Form 1065, Form 1120, Form 1120-S, Form 8867, Schedule C, Schedule E, and Schedule F.

• 1040 Engagement Letter, BTB Tax Appointment Telephone Questionaire, Client Termination Letter, Consent to Disclose Mortgage Refinance, Consent to Disclose Tax Information - Adult Child, Consent to Disclose, Divorce Waiver of conflict of interest, Hobby Loss Rules, Internal Worksheet spreadsheet, New Deduction for Seniors, new tax client letter, No Tax on Car Loan Interest, No Tax on Overtime, No Tax on Tips, Payroll Service Engagement Letter, Real Estate Professional Activity Log spreadsheet, Rental Real Estate Activity Log

• Data Taker Spreadsheets for: Schedule C, Schedule E, Schedule F, and Yr End Mail Out.

Sign up for the BTB Tax Toolkit availability notification.