2025 Tax Essentials Client Handout Bundle - OBBBA Edition

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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 and designed to help clients understand credits, deductions, and common tax situations — without overwhelming them.

These materials allow you to educate clients clearly, reinforce key tax concepts, and present information in a professional, branded format.

✅ What You’ll Receive

• A ready-to-use PDF bundle of all 18 client handouts  

 (printable or shareable with clients)

• A separate PDF guide with clickable Canva links  

 to access the editable templates

• Editable Canva templates  

 (free Canva account works)

• Ability to add your own logo, fonts, and brand colors

• Export polished PDFs for use in your business

Handout Topics Include

• Clergy & Religious Worker Taxes  

• Families with Children (English & Spanish versions)  

• Form 1099-K & Payment Apps  

• High-Income Taxpayer Planning  

• Rental Real Estate QBI Safe Harbor  

• Standard vs. Itemized Deductions  

• Tax Facts & Figures for 2025  

• Tips for Tipped Employees  

• And more — 18 handouts total  

Why You’ll Love This Bundle

This client handout bundle helps you explain complex tax topics clearly and consistently without repeating the same explanations over and over.

It allows you to:

• Save time during tax season  

• Present information professionally  

• Build trust and credibility with clients  

• Stay current with 2025 OBBBA-related changes  

• Reinforce education without giving advice verbally each time  

Professional Use & Responsibility

This product is provided for professional education and client communication support.

It does not replace professional judgment and does not constitute legal or tax advice.

Important Notes

• You will receive both the PDF handout bundle and a PDF with Canva template links  

• Templates are for your business use only  

• Not for resale, redistribution, or sharing as editable templates  

Who This Is For

✔ Tax professionals  

✔ PTIN holders  

✔ Bookkeepers and accountants  

✔ Financial coaches and advisors  

✔ Firms that want consistent, branded client education tools  

Clear education builds better clients —  and better client conversations.