Glen Echo Tax Season Client Kit

Hey Laura, I run a small tax and bookkeeping practice in Columbus, Ohio. Every January our inbox explodes with the same questions, missing documents and panicked calls.

Make our tax season kit: a welcome letter, a checklist of what each kind of client should send (W-2 families, small business owners, retirees, landlords), a simple timeline from now to April, the email sequence that reminds people before deadlines, a one page FAQ, and the secure document request page clients use to send us their files. Keep it calm and friendly. No advice that depends on someone's personal situation.

This is a sample for our page: make up an illustrative business, people and numbers, keep every real place real, and label it clearly as sample work.