Individual Tax Highlights
Help clients navigate the individual tax landscape. This video is updated each year to include recent changes.
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All videos are customized for your firm with a short introduction and conclusion which includes your logo, company information, brand colors, and “Contact Us” button for clients and prospects to email you directly from the video.
Help clients navigate the individual tax landscape. This video is updated each year to include recent changes.
Help clients navigate the business tax landscape. This video is updated each year to include recent changes.
Most clients do not realize the tremendous tax burden that occurs during their retirement years. This video gives four key areas where they could use your help.
The worst news you can give a client is a surprising tax bill. This video helps head off 4 of the most common areas of tax surprises faced by most clients.
Lost in the noise of refunds or a tax bill when filing a tax return is the true tax paid by your clients. Understanding how to calculate the effective tax rate based on the amount of tax actually paid, is the starting point for developing tax reduction strategies for all your clients.
Tired of explaining the difference between a tax credit and a deduction? This enjoyable, light hearted, video clarifies the difference in a very memorable way!
Use this video to help your clients understand what the marginal tax rate is and how they can use it to their advantage.
The opportunities for tax free income are pretty limited. With the advent of easy web-based rental tools, everyone should know about this one!
Too often, businesses make unwitting mistakes that are paid for when the IRS scrutinizes their taxes and business practices. The good news? The IRS is up front with you on what is in their audit focus. Now there is a video that helps you communicate this with your valued small business clients.
Here's a video your clients should view each year. These 5 topics are sure to catch the unwary taxpayer, but with a quick review it can save both you AND your client time and money.
This video takes an in-depth look at the new rules surrounding itemized deductions.
Help clients learn how the recent changes to the Child Tax Credit affect them.
Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas.
Helps clients understand what is needed to document and defend their deductions.
Non-cash donations can really reduce a client's tax obligation, but only if they know the rules.
How long do I keep this? This video describes the Federal recordkeeping guidelines.
Clients overlook tax deductions. Here are five things every client should know.
Use this video to keep your clients on course and explain the Tax Cuts and Jobs Act changes in more depth.
When you order an all-access subscription you'll get three BONUS Life Events videos!
Each video is under a minute and addresses some big life events and how they affect taxes.
Help clients understand the tax impacts of getting married.
Get my all access package!Help clients understand the tax impacts of having a baby.
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Your branded videos automatically adjust to fit any devices your clients use, including: desktops, laptops, smartphones, and tablets.
Adding video to your website and/or emails is a great way to engage clients and get better response rates. Stand out among other tax professionals by offering short, informative tax-related videos which engage clients and prompt them to contact you with any questions or concerns.
