Business Products EST Cause you ll need TAX. more than coffee this tax season... STORE. Business Resources for the Tax Professional

Transcription

1 Business Products EST TAX STORE Cause you ll need more than coffee this tax season... Business Resources for the Tax Professional JANUAR Y

2 Make it Personal! Imprint your company information and/or NATP member logo on your folders & Member Price $37 $63 $122 $177 $228 $275 $510 Nonmember Price $44 $73 $142 $207 $268 $325 $ & Personalized Member Price $136 $200 $255 $308 $360 $600 Nonmember Price $159 $230 $294 $356 $420 $ , 126, 140 & Member Price $41 $71 $138 $201 $260 $315 $600 Nonmember Price $49 $83 $162 $237 $308 $375 $ , 80126, & Personalized Member Price $145 $218 $285 $344 $400 $690 Nonmember Price $169 $250 $327 $396 $470 $ & Member Price $43 $74 $144 $210 $272 $330 $630 Nonmember Price $52 $87 $170 $249 $324 $395 $ Personalized Member Price $147 $222 $291 $352 $420 $720 Nonmember Price $173 $258 $336 $412 $490 $ natptax.com/jan natp@natptax.com

3 Business Products All Folders Feature (unless otherwise indicated) 8.75 x 11.5 when folded 80# stock Linen finish Area to write tax year and client name Personalization available No pocket folders 121 Blue Client Folders Personalized Includes a client letter printed on the inside left. 144 Green Striped Client Folders with Wide Spine Personalized Features side staple tabs and an extrawide, triple-scored spine that expands to ½ inch for larger returns. Federal and state check boxes are provided. Fits envelope #500B on page 5. One pocket folders 125 Blue Staple Tab Client Folders Personalized Offers a client letter printed on the left pocket. Also features staple tabs and a.20 expandable spine to allow for thicker returns x folded 126 Off-White Client Folders Personalized Has federal, state and city check boxes. A client letter is also printed on pocket. 140 Stars and Stripes Client Folders Personalized This folder offers a slot on the pocket for a business card. Top staple tab and a.20 expandable spine to allow for thicker returns. Smooth finish 141 Blue and White Client Folders Personalized Offers a slot on the pocket for a business card. Features side staple tabs and a.20 expandable spine to allow for thicker returns. Smooth finish Two pocket folders 142 Striped Client Folders Personalized Has a slot on the left pocket for a business card and a CD on the right. Features a.20 expandable spine to allow for thicker returns. Matching CD available, see page 6. (Item #203) 143 Steel Blue Client Folders with Window Offers window on the front to show your business information as well as slot on the left pocket for a business card. This folder also features staple tabs and a.20 expandable spine to allow for thicker returns. Personalization or area to write tax year and name not are available. Need envelopes? See page 5. All folders shipped fl at. 3

4 Give your clients their returns back in HIGH STYLE NEW 145 Premium Tax Folder with Box Pocket Personalized Superior quality in rich black 100# linen stock with classy matte silver foil imprint design. Features two 4 pockets; the extra-large, right side box pocket is ¼ deep to hold up to 75 sheets of paper with business card slot. Choose from gold or silver foil imprint design and contact information when you personalize your folders. Size: 9 x 12 folded 100# stock, linen fi nish Fits envelope #500B on page Member Price $82 $148 $288 $420 $544 $660 $1,250 Nonmember Price $92 $166 $324 $474 $616 $750 $1, Personalized Member Price $395 $570 $750 $900 $1,050 $1,750 Nonmember Price $420 $620 $825 $1,000 $1,175 $2, natptax.com/jan natp@natptax.com

5 Business Products Smith Tax Service 1000 American Drive Pleasantville, USA A 500B Record Saver Envelopes Personalized Your clients will appreciate this convenient 12 x 9 envelope for gathering tax records. Text is printed on both sides and refl ects current federal tax laws. 12 top opening. 500A 9 x 12 Client Mailing Envelopes 500B 9.5 x Client Mailing Envelopes Convenient sizes for storing or mailing returns. 12 or top opening. White Personalized Client Mailing Envelopes NATP will print your return address, plus your choice of FIRST CLASS MAIL, CONFIDENTIAL, PLEASE DO NOT FOLD or all three if requested. 12 top opening. White. NATP logo optional for members only Member Price $32 $54 $102 $147 $188 $225 $420 Nonmember Price $37 $62 $118 $171 $220 $265 $ Personalized Member Price $112 $162 $204 $244 $285 $490 Nonmember Price $128 $186 $240 $288 $335 $ A and 500B Member Price $20.50 $35 $77.50 $140 $240 Nonmember Price $23.50 $40 $90 $160 $ Personalized Member Price $ $175 $320 Nonmember Price $ $200 $360 5

6 Get your double windowed envelopes and deposit slips, too! Get Checks Checked Off Your List They come in a variety of formats and security features. 202 Green and Black CD 203 Striped CD 204 Important Documents CD Help reduce the amount of paper your clients need to keep for their tax and fi nancial records with NATP s writable CDs (CD-Rs). Space is available on each CD label to personalize with your business information. 250 Black CD Envelope 251 White CD Envelope Keep your CDs from getting scratched with these 5 x 5 envelopes. 191 Data Itemizer Mail this two-sided form to clients prior to tax season, giving them the opportunity to organize their fi gures as effi ciently as possible. 25 copies per package. 8.5 x , 203 & Member Price $40.50 $71 $126 $300 $550 Nonmember Price $48 $84 $146 $ $ & Member Price $10.50 $18 $31 $72.50 $135 Nonmember Price $12.50 $21.50 $37 $85 $ Per Pack Member Price $7 Ea. Nonmember Price $9 Ea. Get the details and pricing at natptax.com/jan natptax.com/jan natp@natptax.com

7 Business Products Digit Commercial Printing Calculator with Wireless Data Relay Features an extra large, fl uorescent display for easy viewing. Optional Print-to-PC mode creates paperless tape in your spreadsheet. SEND key relays a single calculation wirelessly to any application on your PC. Keypad mode converts calculator to a wireless keypad. Cost/ sell/margin keys make for quick and easy profi t margin calculations. Redi-Tag Printed Arrow Page Flags Help your clients quickly fi nd where additional information is needed with Redi-Tag arrow fl ags. Preprinted fl ags indicate the action that is needed. After the fl ag is no longer necessary, simply remove it and reuse it. 120 fl ags per dispenser. 9/16 x 1 7/8 fl ag size. 725 Sign Here Red Flag 726 Sign & Date Yellow Flag 727 Missing Information Red Flag Digit Commercial Printing Calculator with Prompt Logic and HELP Key Features fi nancial, loan and time calculations. Fast and quiet 8 lines-per-second thermal printer does not require ink. Innovative Prompt Logic guides you while performing multiple functions including installment loans, time calculations, cost/sell/margin, currency and more! 725, 726 & 727 Member Price $5.50 Nonmember Price $ Member Price $143 $109 Nonmember Price $162 $125 7

8 Keep in Touch! Our postcards are designed with ease of use in mind. Packed as 50 flat 8.5 x 11 sheets, 4 perforated postcards per sheet, you can quickly send these through your office printer or hand-write a message to 200 of your favorite clients. 660 New Client Postcards Grow your business by inviting potential clients to schedule an appointment. Reverse side reads Please consider me for all your tax preparation needs. You ll fi nd my prices are fair and reasonable. Get your 1040 prepared for only $(blank for you to fi ll in). Call TODAY to schedule an appointment! 661 Appointment Postcards Advise your clients of their pre-scheduled appointment date and time. Reverse side reads For your convenience, your tax appointment has been scheduled as shown on the front of this card. If this appointment is not suitable, please let me know and another time will be arranged. 663 Estimated Tax Payment Reminder Postcards Remind your clients that their estimated tax payment is due with these attractive postcards. Reverse side reads Your Quarterly Estimated Payment is due to the IRS on (left blank for you to fi ll in). 665 Your Tax Return is Finished Postcards Use these postcards to let your clients know that their tax return is ready. Reverse side reads Your tax return has been completed and is ready for you. 660, 661, 663 & Per Pack 1 Pack 2 Packs 5 Packs 10 Packs Member Price $22.50 $41.00 $97.50 $ Nonmember Price $26.50 $49.00 $ $ natptax.com/jan natp@natptax.com

9 Business Material inside Appointment Cards Remind your clients of their tax appointment. Message inside reads, For your convenience, your tax appointment has been scheduled for the date shown below. If this appointment is not suitable, please let me know and another time can be arranged. Folded to 4.25 x 5.5. White envelopes included. Packs of Thank You Cards Show your clients you care by sending them these thank you cards. Blank inside allows for your personal message. Folded to 7 x 5. White envelopes included. Packs of 50. Birthday Cards Send best wishes and strengthen client relations with our special birthday cards. Folded to 7 x 5. White envelopes included. Packs of Happy Birthday Card Shows gifts cleverly wrapped in 1040 forms. Message inside reads, Best wishes for a wonderful birthday. May the year ahead be fi lled with success and happiness. NEW 675 Birthday Cake Card 671 Features whimsical birthday cakes to light up your client s day. Outside message reads Hope your special day isn t Taxing with Happy Birthday! inside Per Pack 1 Pack 2-4 Packs 5-9 Packs 10+ Packs 675 Member Price $25.50 Ea. $23.50 Ea. $21.50 Ea. $19.50 Ea. Nonmember Price $29.00 Ea. $27.00 Ea. $25.00 Ea. $23.00 Ea. 670, 671 & Per Pack 1 Pack 2-4 Packs 5-9 Packs 10+ Packs Member Price $36.50 Ea. $33.50 Ea. $26.50 Ea. $21.50 Ea. Nonmember Price $42.50 Ea. $38.50 Ea. $30.50 Ea. $25.50 Ea. 9

10 A Organized Clients Make a Happy Preparer NATP record books make it easy. See inside pages at natptax.com/jan. 602 Home Basis Record Book Encourage your clients to use this 17-page book to keep accurate and complete records of their home expenses, minimizing the tax consequences when selling that home. Size: 5.5 x Gambling Record Book 610 Farm Tax Record Book (Blue) Designed to assist your clients in organizing and accumulating information necessary to accurately complete their income tax return. Contains sections for reporting income, expenses, wages paid, sales and equipment purchases and more. 55 pages. Size: 11 x Member Price $1.75 Ea. $1.70 Ea. $1.65 Ea. Nonmember Price $2.05 Ea. $2.00 Ea. $1.95 Ea Member Price $1.25 Ea. $1.20 Ea. $1.15 Ea. Nonmember Price $1.40 Ea. $1.35 Ea. $1.30 Ea. This record book details what information must be kept to deduct gambling losses by providing a ledger to record each session and taxable winnings. 24 pages. Size: 4 x A Farm Tax Record Book (Green) Uses multi-column ledger sheet approach to recordkeeping. 67 pages. Size: 11 x Member Price $2.15 Ea. $2.10 Ea. $2.05 Ea. $2.00 Ea. Nonmember Price $2.45 Ea. $2.40 Ea. $2.35 Ea. $2.30 Ea. 605 Travel and Entertainment Expense Record Book Use this 64-page book to remind your clients which auto, travel and entertainment business records they are required to keep daily record of. Size: 4 x Member Price $5.00 Ea. $4.90 Ea. $4.80 Ea. Nonmember Price $5.70 Ea. $5.60 Ea. $5.50 Ea. 610A Member Price $5.10 Ea. $5.00 Ea. $4.90 Ea. Nonmember Price $5.80 Ea. $5.70 Ea. $5.60 Ea natptax.com/jan natp@natptax.com

11 612 Client Resources 612 Business Tax Record Book 621 Personal Data Diary This record book features a collection of forms created by Leonard Steinberg, EA, CMC. Store important data like passwords, PIN numbers, will information, insurance policies, trust agreements, medical information, important contacts, fi nancial information, fi nal arrangements and much more. 27 pages. Size 8.5 X Help your clients keep track of business income and expenses. Contains 54 pages for reporting income, expenses, wages paid, sales and purchases of equipment and more. Size: 11 x Rental Tax Record Book Make recordkeeping easier for your clients through this handy, easy-to-follow format. Designed to accommodate two rental properties, it also works well for part business/part personal. Summary at the end. 15 pages. Size: 8.5 x Member Price $3.90 Ea. $3.85 Ea. $3.80 Ea. Nonmember Price $4.50 Ea. $4.45 Ea. $4.40 Ea Income Tax Guide and Client Organizer Clients can summarize all their pertinent tax data in this convenient 12-page booklet. The easy-to-understand format will make return processing easier and more accurate. 6 x 9 mailing envelope included. Size: 5.5 x Member Price $1.75 Ea. $1.70 Ea. $1.65 Ea. Nonmember Price $2.05 Ea. $2.00 Ea. $1.95 Ea Member Price 70 Ea. 65 Ea. 62 Ea. 57 Ea. 52 Ea. Nonmember Price 83 Ea. 77 Ea. 73 Ea. 67 Ea. 61 Ea Member Price $5.10 Ea. $5.00 Ea. $4.90 Ea. Nonmember Price $5.80 Ea. $5.70 Ea. $5.60 Ea. 11

12 To view samples, go to natptax.com/jan. Printed Client Brochures These full-color tri-fold brochures (and bi-fold #859) offer your clients helpful information in easy-to-understand language. Add your business address and phone number on the back. 70# offset paper. 807 Charitable Contributions and Tax Deductions 813 Saving Records 843 Starting a Business 853 The Home Offi ce 854 Auto Related Deductions 857 Choosing Your Business Entity 859 Our Privacy Policy (nondisclosure) Bi-fold 862 Tax Tips for Owners of Rental Property 863 Tax Tips for Self-Employed Taxpayers 895 Downloadable Client Brochures (2015/2016) This subscription includes all the topics listed to the left, plus more, totaling 35 client brochures. They re available in PDF and plain text formats for easy access, anytime. The information is kept current with any necessary updates applied by May 15, 2015, September 1, 2015 and January 15, All are available to download until December To view all topics, samples and place your order, go to natptax.com/jan. 885 Downloadable TAX INSIGHT (2015) TAX INSIGHT features one or two short informative articles, important tax dates, updates and reminders, as well as fun quotes, historical facts and tidbits. It s a singlepage 8.5 x 11, full-color PDF that you can print, post to your website or to your clients (A seperate rich text fi le is also included). The PDF is set-up so you can personalize the newsletter by adding your business name and address. At the end of each month, a new PDF will be available for you to download and share for the next month. TAX INSIGHT is sold as an annual subscription with 12 issues beginning January 2015 through December Printed Client Brochures Member Price 25 Per Pack $14.50 Per Pack Downloadable Client Brochures 895 Member Price $115 Downloadable TAX INSIGHT Subscription 885 Member Price $84 Nonmember Price $99 Nonmember Price $17.50 Per Pack Nonmember Price $ natptax.com/jan natp@natptax.com

13 Client Resources Seeing is Believing TTD3440 Downloadable Tax Tips Client Newsletter (Winter 2014/2015) These newsletters are the perfect way for you to keep in touch with your clients throughout the year. Tax Tips are professionally designed in full color and are written in a friendly, inviting style, as if you wrote them yourself. View samples of Tax Tips or TAX INSIGHT at natptax.com/jan. Browse topics, including Affordable Care Act articles, on natptax.com/jan. Design your own or have your local printer customize a newsletter for you with downloadable Tax Tips. Individual and Business versions are available in a variety of fi le formats (Microsoft Word, PDF & plain text) which can be imported into a word processing or desktop publishing application. With the electronic version of Tax Tips, you ll have the fl exibility to reach your clients through print, or your website. Because this is an electronic product, please visit natptax.com/jan to order. TTD3440 Downloadable Tax Tips Member Price $40 Nonmember Price $50 13

14 Inbound Marketing: Get Found Using Google, Social Media and Blogs Stop pushing your message out and start pulling your customers in. Inbound Marketing helps you take advantage of Google, social media and blogs and shows you how to get found by customers online Attracting Perfect Customers Attracting Perfect Customers leads readers through a transformation as they learn that it is no longer productive or profi table to conduct business using warlike marketing techniques such as targeting customers and outmaneuvering the competition Building, Marketing & Operating a Profi table Tax Practice This book is a valuable resource for those seeking to start their own tax practice. Over 280 pages are packed with tested and proven methods, ideas and techniques that show you how to quickly build a fl ourishing full-time or part-time tax practice and keep it running smoothly UnMarketing: Stop Marketing. Start Engaging. We ve been taught to market to others in ways we hate being marketed to (cold-calling, fl yers, ads, etc.). UnMarketing shows you how to unlearn the old ways and consistently attract and engage the right customers The Referral Engine Marketing expert John Jantsch offers practical techniques for harnessing the power of referrals to ensure a steady fl ow of new customers. This practical, smart and original guide is essential reading for any company looking to grow without a fat marketing budget. Book Member Price $20.95 $17.95 $42 Nonmember Price $24.95 $22.95 $50 Book Member Price $15.95 $15.95 Nonmember Price $18.95 $ natptax.com/jan natp@natptax.com

15 3298 Reference Material 3298 Audit Proof the Tax Offi ce Deduct It! Deduct It! Buy the Set & Save 3398 Melinda Garvin, EA, RTRP, designed this manual with the real world tax offi ce in mind. The new challenges that we are facing in the tax industry are requiring that we change some of our offi ce procedures. In this manual, you will fi nd the forms and instructions you need to audit proof your offi ce. In addition to the paper forms, you will also receive a flash drive with over 35 forms including many PDF fill-in forms. NEW 3398 Best Practices for the Tax Offi ce (2014) By Bert Whitehead and Carol Johnson. Do you itemize deductions on your tax return Form 1040 Schedule A? Use Deduct It! Deduct It! to document items donated to charity. This program meets all IRS regulations FMV (Fair Market Value) across the country in thrift shops, used clothing stores and via auction websites all in one handy book with no double effort keying into a software program! Makes a great client handout at the tax preparation meeting, a client event or as a thank you gift. Available in January We need to implement operating procedures in our offi ces that will establish and validate our tax knowledge, compliance with Circular 230 and safeguarding of the taxpayer. This book is loaded with samples you can start using right away. Includes a free flash drive of the ready-made forms, lists, policies and procedures. NEW 3498S Tax Offi ce Manual Set Includes items #3298 and To view more reference material, go to natptax.com/jan. Book S 3593 Member Price $75 $75 $139 $8.95 Nonmember Price $89 $89 $167 $

16 E CCH U.S. Master Tax Guide (2015 Edition/2014 Tax Year) The U.S. Master Tax Guide (MTG) provides helpful and practical guidance on today s federal tax law. This 98th edition refl ects all pertinent federal taxation changes that affect 2014 returns and provides fast and reliable answers to tax questions affecting individuals and business income tax Church and Clergy Tax Guide An authoritative tax reference specifi cally for churches, helping you navigate the many unique rules that apply to reporting for church and clergy. The 2015 Church & Clergy Tax Guide, by Richard Hammar, J.D., LL.M., CPA, includes easy-to-understand charts, sample forms and real-life illustrations for all of your tax and legal questions. Available in February. 4302E Simple Guide to the Patient Protection t and 4428 A Practitioner s Guide to Innocent Spouse Affordable Care Act Electronic Book Relief (Second Edition ) The PPACA is likely to affect every person and institution in the U.S. in some way. This electronic book is a great guide that reviews the principal provisions of the law and examines its tax impact on individuals and businesses. For a listing of topics covered, go to natptax.com/jan TheTaxBook Health Care & Retirement (2014) Complete coverage of the Affordable Care Act (Health Care Reform) and how it affects individuals and businesses. Plus detailed coverage of Social Security, Medicare, Medicaid, Retirement Benefi ts, and other health topics. New for 2014 is coverage of IRAs and small business retirement plans, civil service pension benefi ts, employee health benefi ts and planning strategies, plus saving for retirement planning strategies. In straightforward language, this Guide takes you step-by-step through the Innocent Spouse claim process, from information gathering, to administrative proceedings, to determination, to trial, and to refund relief. For further details and to view table of contents go to natptax.com/jan. Published by the American Bar Association Section of Taxation. 131 pages. Book E Member Price $86 $44.99 $26 $45 $79.95 Nonmember Price $94 $49.99 $30 $49 $ natptax.com/jan natp@natptax.com

17 Reference Material Quickfinder Handbooks (2014) Member Price Nonmember Price 3418 IRA and Retirement Plan $45 $ Depreciation $45 $ Premium Quickfinder $66 $ Social Security and Medicare $45 $ Quickfinder $45 $ Small Business $45 $ All States Quickfinder (Available February) $76 $ Tax Planning for Individuals $45 $ Individuals Special Tax Situations $45 $47 TheTaxBook (2014) Extra Time Sold Here Be prepared for tax season with the industry s top tax reference guides. To view more reference material, go to natptax.com/jan. Member Price Nonmember Price 3482 Deluxe Edition Fast Answer Tax Book $70 $ Edition Fast Answer Tax Book $45 $49 $73 $ All States Edition Fast Answer Tax Book (Available February) 3491 Planning Strategies Edition $45 $ Small Business Edition $45 $49 17

18 Educational Material Updates Galore All the great updates offered in our live courses are available as books or DVDs. Learn on your schedule DVD set is a recording of a full-day live workshop The Essential 1040 For 29 years NATP has been providing the best tax update in the country to prepare professionals for tax season. This textbook covers the key items such as standard features of the infl ation-indexed updates for preparing individuals 2014 tax returns, new tax laws applicable to 2014 and recent developments as well as ethics. Basic level natptax.com/jan natp@natptax.com 3402 Beyond the 1040 Teach your clients how to properly substantiate their deductions. Be prepared to advise on the tax ramifi cations of divorce and of how the divorce decree is written. Accurately compute quarterly estimated tax payments for your clients, ensuring they avoid the underpayment penalty. Properly report foreign investment income and disclose foreign investments to comply with new IRS requirements. Intermediate level. The Essential Book 3401E Electronic 3401D DVD* 3401DB DVD* & Book Member Price $59 $54 $59 $107 Nonmember Price $69 $64 $69 $127 Beyond the Book 3402E Electronic 3402D DVD* 3402DB DVD* & Book Member Price $59 $54 $59 $107 Nonmember Price $69 $64 $69 $127 NEW 4414 The Ultimate 1040 Bundle with Free Electronic Books Get all our 1040 update materials and save! Bundle includes The Essential 1040 and Beyond the 1040 printed books with DVDs of both live workshops. Plus you ll get both electronic books FREE! 194 Tax Season Quick Reference Card The most-popular deductions for 2014 listed on one easy-to-read card. See a sample at natptax.com/jan. Packs of x 6. NEW The Ultimate 1040 Bundle 4414 Member Price $202 Nonmember Price $242 Tax Season Quick Reference Card 194 Member Price $3 Nonmember Price $4

19 N004 N005 N010 N038 N033 Member Products N N004 Zippered Black Padfolio Black leather-like zippered padfolio, with NATP embossed logo, features an accordion business card fi le and multiple fi le pockets to keep you organized. Also includes an 8.5 x 11 writing pad and built-in solar calculator. N005 Mouse Pad and Calculator Give your plain old mouse pad a new purpose. This executive mouse pad features a removable calculator, ergonomic wrist support and large maneuvering area. N009 Business Card Holder with Nickel Finish Place your business cards in these NATP holders to show your clients that you belong to a professional tax association. Nickel coated with the NATP logo laserengraved on the front. N010 Travel Mug Functional and handsome, this ergonomically friendly design is double-wall insulated to keep hot drinks hot and cold drinks cold. Center band offers comfortable grip. Top rack dishwasher safe and BPA free. Holds 16 oz. N038 NATP Navy Fleece Great for layering. Features full zip front and two zipper front pockets with decorative over lock seams on the collar, sleeves and hem. Blue and silver NATP logo on the left chest. 100% polyester microfl eece. Men s sizes: S-2XL. Member Products N004 N005 N009 N010 N038 N Member Price $22 $18 $19 $12 $39 $29 $16 $21 Nonmember Price N/A N/A N/A N/A N/A N/A N/A N/A N033 NATP Brown Sweatshirt Outside, it s cotton-rich for breathable comfort. Inside, it s pure plush cotton for soothing softness. Cozy stretch ribbing trims cuffs and relaxed hem. Two-needle topstitching reinforces all the right places. Cotton/ Polyester. Sizes S-2XL available. 701 NATP Member Stickers Include this NATP member sticker on newsletters, envelopes or just about anything that promotes your business and your professional status. These green and black self-adhesive stickers are 1 x 1.5 and come with a convenient dispenser for easy use. 250 stickers per roll. White background. 702 NATP Member Stickers Similar to #701 except slightly larger at 2 x 3 with a clear background. 250 stickers per roll. 19

20 JANUARY 2015 EST TAX STORE Cause you ll need more than coffee this tax season... P.O. Box 8002 Appleton, WI Business Resources for the Tax Professional