Tangible Values

10/26/2026

It is Time to Renew!

: Make sure your credentials are up to date. Renew or register your Preparer Tax Identification Number (PTIN) so you can keep serving your clients without delays or disruptions: www.irs.gov/ptin

10/26/2026

The IRS Just Gave You a Reason to Contact Your Clients

On Friday, the IRS released IR-2026-128, reminding taxpayers that tax planning shouldn't begin when they sit down to prepare their return.

That's good advice for taxpayers.

It's also a pretty good marketing reminder for tax professionals.

The IRS is telling taxpayers to start preparing now for the 2027 filing season.

What should your clients be doing now?

The IRS highlighted four areas:

1. Check withholding and estimated payments.

Marriage. Divorce. A new child. A new job. A side business. Investment income. Retirement.

Things change during the year. The new W-4 withholding is complicated.

A quick email and a video call to get the last pay stub now might prevent a very uncomfortable conversation in March.

2. Get organized.

W-2s. 1099s. Digital asset records. Prior-year returns. IRS correspondence. Documentation supporting deductions and credits.

The IRS's own year-round planning guide specifically recommends gathering and organizing records before filing.

You already know what happens when clients don't.

"I know I received a 1099 somewhere..."

January is a terrible time to start looking for it.

3. Use the IRS online tools.

The IRS Individual Online Account lets taxpayers view balances and payments, access certain tax records and notices, review payment plans, and request an Identity Protection PIN.

Encouraging clients to establish access before they desperately need it can save everyone time during tax season.

4. Talk about security.

Tax scams aren't taking the winter off.

The IRS continues to warn taxpayers about unexpected emails, texts, phone calls, and social-media messages attempting to steal personal or financial information.

Remind clients how your firm communicates with them, what information you will and won't request by email, and how they should securely send documents.

But here's the bigger opportunity for tax professionals.

Don't wait for clients to call you.

Contact them.

The IRS just gave you four useful reasons:

* Are your withholding and estimated payments still appropriate?
* Have there been major changes in your life or business?
* Are your tax records organized?
* Do you know how and when we'll communicate with you during filing season?

That isn't just a tax-season checklist.

It's client service.

And good client service is also pretty good marketing.

Every useful communication reminds clients you're paying attention before problems arise.

It reinforces your expertise.

It keeps your firm connected.

And occasionally that simple communication uncovers a client who needs help right now rather than three months from now.

That's where Tangible Values can help.

For decades, Tangible Values, Inc. has helped tax and accounting professionals communicate, market, and stay connected with their clients.

From newsletters and tax organizers to client communications, promotional products, envelopes, folders, tax supplies, and other practice-building tools, we help tax professionals stay visible year-round—not just when the return is due.

Because your clients shouldn't hear from you only when you need a signature.

And you shouldn't hear from them for the first time when something has already gone wrong.

The IRS says year-round tax planning is for everyone.

We'd add one more thought:

Year-round client communication should be, too.

10/24/2026

It is Cybersecurity Month - so take some time to update your WISP using WISP Builder

10/21/2026

Do your clients know that you value them all year long, not just when it's time to invoice them?

Holiday greeting cards help you tell them, before tax season even begins.

Thank your clients, strengthen relationships and stay top-of-mind heading into tax season with holiday cards created especially for tax and accounting professionals.

Customize your holiday cards with your firm's name and a personal greeting. Browse the full catalog of custom designs and use code NN213CC to save 25% while the offer lasts at https://bit.ly/3VZaFkj

10/19/2026

There was a time when being a tax preparer was simpler.

A client had a baby. Proud Dad handed you a cigar.

“Congratulations! You have another deduction.”

Then the IRS started requiring Social Security numbers for dependents—and a funny thing happened. The Tax Reform Act of 1986 required taxpayers, beginning with 1987 returns, to provide a Social Security number for dependents age 5 or older.

Holy cow.

About 7.5 million dependents disappeared from tax returns.

That's a lot of milk cartons with kids' pictures on them.

Today?

Welcome to Form 8867 — the Paid Preparer’s Due Diligence Checklist.

And let me tell you: with the modern family, some of these questions can get you pretty deep into a family’s dirty laundry.

Did the child actually live with the taxpayer for more than half the year—even if the taxpayer supported the child all year?

Is this child the qualifying child of more than one person?

Did you explain the rules for deciding who gets to claim the child?

And yes, the IRS has tie-breaking rules.

Apparently, rock-paper-scissors did not make it into the Internal Revenue Code.

Tax preparation has changed.

The software can calculate the credit.

The tax professional still has to ask the questions that determine whether the client is entitled to it.

That’s the part people are paying us for.

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10/17/2026

Tax Professional Awareness Week, taking place the week of October 19, will feature webinars and practical tools to help prepare for the upcoming filing season. Learn more from the : https://ow.ly/zzwV50ZYzLx

10/16/2026

Another Tax Season in the Books!

Congrats

10/15/2026

Set yourself up now for a smooth tax season by stocking up on all of your tax accounting products including custom folders for the 2026 tax season imprinted with your firm’s name. Check out our latest designs and products knowing everything you find is at the lowest price guaranteed https://bit.ly/48JCD7k

10/13/2026

At first, I hated them since my clients would forget to let me know they existed,

But now, I encourage people to get them since bad guys have your Social Security number.

10/12/2026

The Sale Ends on 10/19/2026 on all your tax season supplies.

For over 40 years thousands of Accounting and Tax firms like yours have taken advantage of our quest to provide the best quality products at can't be beat prices.