Our Tax Client Welcome Packet is the perfect tool to help new clients feel informed and comfortable with our tax services. This packet includes important information about our company, our services, and our policies, as well as a detailed checklist to help clients gather all necessary documents.
 
We also provide a helpful guide to tax preparation and a list of frequently asked questions to ensure clients have all the information they need to get started. With our Tax Client Welcome Packet, clients can feel confident in their decision to choose our tax services for their financial needs.
 
Please understand that you will need to have a Canva account to access and edit templates. They come with layers of color, fonts, graphics, and image backgrounds that can also be edited. Please use the link www.canva.com to start or renew a subscription to edit. If it's still too complex, you can choose the option for the content to be branded for you. 
 
Upon purchase, you will receive Immediate Access!!
 
This package exclusively features the Tax Client Welcome Packet!
Please note, that as this is a digital product, refunds are not available.