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Dear Member:

In December 2010, the AICPA launched the Tax Practitioner’s Toolkit (www.aicpa.org/tax-toolkit) to help members like you define their value and communicate that value to current and prospective clients. The Toolkit offers brochures, ads, talking points, client letters, tweets and other materials that you can easily customize to demonstrate and communicate your expertise.

We want to ensure that the Toolkit continues to meet your needs to help your practice thrive. To help us to continue to deliver practical information and resources, could you please take 4-5 minutes to complete this survey on the types of materials you would find most useful?

Your insights and time are greatly appreciated!

Thank you.

1. Have you visited the Tax Practitioner's Toolkit?

2. Did you download or use any of the Toolkit resources?

3. How many professionals are in your firm?

4. Please rate your interest in the following TYPES of materials:

  Very interested Somewhat interested Not interested
Tools/information to help me define the value of my practice (what to say)
Tools/information to help me talk about my value to clients (how to say it)
Tools/information to help me engage my clients year-round
Tools/information to help me obtain new clients

5. Please select the materials that you would find most useful:

  Very useful Somewhat useful Not useful
Tips/best practices for creating and maintaining a sucessful business website
Handout for clients on how they are affected by new health care laws
Website article that outlines the differences between CPAs and other preparers
Brochure or handout for clients on the unique value of using CPAs for tax services
Staff training materials (e.g., PowerPoint presentation) on best practices for client communications
Talking points to use when asking clients for referrals
Tips on selling additional services to your existing clients
Other Talking Points (please specify topics)

6. Toolkit materials are generally targeted to individual consumers and small business owners. For example, there are two annual tax law brochures – one that addresses individual tax issues and one that speaks to issues affecting small businesses. If we were to segment audiences differently or more specifically, what audiences would you like to include?