7 best office supplies for new tax preparers

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.