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Top 8 Tax Season Print Essentials

Stand out from the competition with these essential tax season print materials.
Cassie Viele
Published Jan 1, 2022

Because consumers have so many tax preparation options when tax time rolls around, it s essential that you find a way to set your company apart from the rest. One simple way is just by being consistent and authentic in your branding. When all of your print marketing materials align, both in style and content, you begin to convey a sense of trust in your business and who you are. That trust is what will put you head and shoulders above the competition. Here are our top 8 print essentials for tax season:

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1. Postcards & 2. EDDM Postcards

Tax Dates Reminder Postcard Template
Tax EDDM Postcard Template l9xlf7tigx

Tax Postcard Design via MyCreativeShop | Tax EDDM Postcard Design via MyCreativeShop

A tried-and-true marketing tool, the postcard has earned its spot on this list. Whether you opt to send out your postcards to your established mailing list via First-Class mail or choose to try out the Postal Service s Every Door Direct Mail (EDDM) program to a new crop of recipients at a reduced rate, the available real estate on both sides of a postcard provides plenty of space for you to include compelling content and design features that fit your branding strategy. MyCreativeShop offers customizable tax postcard templates for both mailing options, First-Class (for when you have a mailing list) and EDDM (for when you don't).

Check out our Top 3 Postcard Marketing Ideas to Make the Most of Tax Season.

3. Business Cards

Accounting & Tax Services Business Card Template

Design via MyCreativeShop

One of the easiest ways to spread the word about your services is by handing out custom business cards to prospective clients. The ever-patient business card has been waiting in the wings for its day in the sun, so allow it to shine for you this tax season! Customizing our tax business card templates requires zero design experience and can be done in just minutes, as long as you have your images and info ready ahead of time. Include one with every tax return you prepare to ensure contacting you with questions is hassle-free.

4. Flyers & 5. Brochures

Tax Season Flyer Template
Tax Services Tri Fold Brochure Template

Tax Flyer Design via MyCreativeShop | Tax Brochure Design via MyCreativeShop

When it comes to sharing the details of the services you have to offer, flyers and brochures are where it s at. Being creative with one of our custom tax flyer templates allows you to convey just enough information to pique the interest of the reader and encourage them to call or visit your website to learn more. Diving deeper, turning a tax brochure template into an in-depth look at your tax preparation business and the areas you focus on gives prospective clients the ability to do some of that research for themselves before they connect with you directly. As long as you stay on-brand, adding both to your repertoire of marketing tools is a smart move.

6. Letterhead & 7. Envelopes

Letterhead Template 19jv9ld7vt
Generic Envelope Template 10691

Letterhead Design via MyCreativeShop | Envelope Design via MyCreativeShop

It can be tempting to think that you can take a break from branding when writing a simple letter or sending out an invoice. However, those are actually oft-missed opportunities to continue to build trust with the consumer. Swapping your simple sheet of plain paper for a custom letterhead adds that extra touch of professionalism that gives your client confidence in your firm and its skills. In the same way, trust is built as that same client opens a customized envelope that shows you spend time on the details. Our letterhead and envelope templates can be personalized in every way to fit your branding strategy and will give all of your communications that little something.

8. Pocket Folders

Accounting CPA Bi-Fold Pocket Folder Template

Design via MyCreativeShop

If you only choose one item on this list to customize, the pocket folder should be it. The ideal way to organize your clients copy of their tax returns and other important items, there should be no question who prepared it when it s pulled out and referenced in the future. Since it will likely be kept around for 7 years or more, take a few moments to put together a classic design that will fit your brand and stand the test of time. Our pocket folder templates can be customized quickly to meet your needs and, as always, require absolutely no graphic design experience. Your custom pocket folder is the perfect wrap-up to this list of tax season print essentials!

Putting Everything Together

Creating a cohesive print marketing arsenal for the upcoming tax season is a key piece of setting your tax preparation business apart from the pack. Partner with MyCreativeShop's professionally-designed templates and get started today!

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