7 best office supplies for new tax preparersBy: National Association of Tax Professionals
April 3, 2020

Starting out as a new tax preparer with your own firm can be overwhelming. Not only do you have to worry about acquiring your client base, you also have to make sure you know how to run an office. Eventually, you may even need to know how to handle HR duties like hiring, offering employee benefits and more.

We compiled a comprehensive list of 7 things every new tax pro needs for their office to help you get started if you’re a new preparer yourself, or you can use this list of gift ideas if you have a someone in your life who fits this description!

  1. Client tax return folders

    • Make a lasting impression on your clients when you deliver their professionally prepared returns in a one-of-a-kind folder. Personalization options are available, too!
  2. Record saver envelopes

    • Make it easy on yourself and your clients with a convenient record saver envelopes. These feature text reflecting federal tax laws, so they’re great for keeping an organized account of tax records at a glance.
  3. Quick reference card

    • All of the tax season information you need at your fingertips. This handy card features the most popular deductions for 2019.
  4. Record books

    • Record books make it easy to help clients stay organized throughout the year. A variety of options are available, including business, farm and rentals.
  5. Reference books

    • Having a reliable hard copy book or e-book helps when you are looking for an in-depth look at popular topics your clients experience, such as partnerships, cannabis and S corporations.
  6. Pre-written client newsletters

    • Client newsletters provide the opportunity for important touchpoints outside of tax season so to remain top-of-mind throughout the year.
  7. Pre-written brochures

    • Brochures are a great way to display a wide variety of important information in an easy-to-read format. These brochures can be printed or put on a website!

Use code BLOG at checkout for 10% off* your purchase of NATP products listed above, including books, record books, folders and more!


*Some exclusions apply.

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E-file
Enrolled Agent
Estimated tax
Forms
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Preparer regulation
Recordkeeping
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penAbout National Association of Tax Professionals

The National Association of Tax Professionals (NATP) is the largest association dedicated to equipping tax professionals with the resources, connections and education they need to provide the highest level of service to their clients. NATP is comprised of over 23,000 leading tax professionals who believe in a superior standard of ethics and exemplify professional excellence. Members rely on NATP to deliver professional connections, content expertise and advocacy that provides them with the support they need to best serve their clients. The organization welcomes all tax professionals in their quest to continually meet the needs of the public, no matter where they are in their careers.

The NATP headquarters is located in Appleton, WI. To learn more, visit www.natptax.com.

Information included in this article is accurate as of the publish date. This post is not reflective of tax law changes or IRS guidance that may have occurred after the date of publishing. All taxpayer circumstances are different, and NATP recommends contacting research services if you have specific questions about your clients’ tax situations.

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