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2025 Tax Essentials Client Handout Bundle - OBBBA Edition

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$67.00
$67.00
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The 2025 Tax Essentials Client Handout Bundle (OBBBA Edition)

Make tax season easier with this complete bundle of 18 client handouts, updated for the 2025 filing year and the One Big Beautiful Bill Act (OBBBA). Each handout is written in plain language, covering credits, deductions, and everyday tax topics your clients need to understand.


What You’ll Receive

  • A ready-to-use PDF bundle of all 18 handouts (printable or shareable with clients)
  • A PDF guide with clickable Canva links to access the editable templates
  • Edit in Canva (free account works!)
  • Add your own logo, fonts, and brand colors
  • Export as polished PDFs for your business

📌 Handout Topics Include:

  • Clergy & Religious Worker Taxes
  • Families with Children (English & Spanish)
  • Form 1099-K & Payment Apps
  • High-Income Taxpayer Planning
  • Rental Real Estate QBI Safe Harbor
  • Standard vs. Itemized Deduction
  • Tax Facts & Figures 2025
  • Tips for Tipped Employees
  • (…18 in total)

💡 Why You’ll Love It

  • Save time explaining complex IRS changes
  • Look professional with branded resources
  • Build trust and credibility with clients
  • Stay up-to-date with 2025 OBBBA updates

⚠️ Important Notes:

  • You will receive both the PDF bundle and a PDF with Canva template links.
  • Templates are for your business use only. Not for resale or redistribution as editable templates.

👉 Perfect for tax professionals, bookkeepers, accountants, and financial coaches who want to simplify taxes for their clients while keeping their business brand front and center.



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You will get a PDF (349KB) file