ERO Canva Content Library / New Client Welcome
New Client Welcome
Posts that welcome new clients, explain what to bring and how your process works, and keep clients coming back year after year.
How to Customize Your Post25 New Client Welcome Templates
Click Customize in Canva to open your own copy, then use Copy message to paste the suggested caption with your post. Edit the message to fit your business before posting.
New Client Welcome
Welcome Aboard
Welcome to the Family
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Welcome to [Business Name]! We're glad you're here. Our promise: clear communication, honest pricing and careful work.
Questions before your appointment? Just ask.
#Welcome #NewClients #TaxPrep #[YourCity]
Questions before your appointment? Just ask.
#Welcome #NewClients #TaxPrep #[YourCity]
New Client Welcome
Bring These
What to Bring
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Getting ready for your appointment? Bring your photo ID, Social Security cards for everyone on the return, all W-2s and 1099s, last year's return, bank details and any IRS letters.
Save this post for tax season!
#TaxChecklist #TaxPrep #NewClients #TaxSeason
Save this post for tax season!
#TaxChecklist #TaxPrep #NewClients #TaxSeason
New Client Welcome
Our Process
Your 4-Step Tax Visit
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Here's how your visit works: we gather your documents, prepare your return, review everything with you and then file it.
Ready to get started? Book your appointment.
#TaxPrep #HowItWorks #NewClients #TaxSeason
Ready to get started? Book your appointment.
#TaxPrep #HowItWorks #NewClients #TaxSeason
New Client Welcome
Meet The Team
Meet Your Tax Team
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Meet the team behind your taxes! [Insert team introductions.]
We can't wait to meet you.
#MeetTheTeam #TaxPros #SmallBusiness #[YourCity]
We can't wait to meet you.
#MeetTheTeam #TaxPros #SmallBusiness #[YourCity]
New Client Welcome
First Time?
First Time With a Pro?
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First time working with a tax professional? We're happy to answer your questions: how long it takes, what it costs and what to do if you're missing documents.
Send us a message anytime.
#FirstTime #TaxPrep #NewClients #TaxHelp
Send us a message anytime.
#FirstTime #TaxPrep #NewClients #TaxHelp
New Client Welcome
Send Securely
Sending Us Documents
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Not sure how to get your documents to us? Ask us about secure ways to send them, in person or electronically.
We'll walk you through it.
#DataSecurity #TaxPrep #NewClients #TaxTips
We'll walk you through it.
#DataSecurity #TaxPrep #NewClients #TaxTips
New Client Welcome
Clear Pricing
How Our Pricing Works
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How does our pricing work? It's based on the complexity of your return, and we'll quote you before we begin. No surprises.
Questions? Just ask.
#Transparency #TaxPrep #Pricing #NewClients
Questions? Just ask.
#Transparency #TaxPrep #Pricing #NewClients
New Client Welcome
Refund Timeline
Your Refund Timeline
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When will your refund arrive? The IRS says most e-filed returns with direct deposit are processed within 21 days. Refunds with the EITC or ACTC can't be issued before mid-February.
We'll keep you updated.
#TaxRefund #RefundTimeline #TaxPrep #TaxTips
We'll keep you updated.
#TaxRefund #RefundTimeline #TaxPrep #TaxTips
New Client Welcome
Your Data Is Safe
Protecting Your Information
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Your personal information matters. We follow IRS security requirements and handle your information with care.
Questions about our privacy practices? Ask us.
#DataSecurity #Privacy #TaxPrep #Trust
Questions about our privacy practices? Ask us.
#DataSecurity #Privacy #TaxPrep #Trust
New Client Welcome
Here All Year
Here All Year
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We're not just here in tax season. IRS letter, job change or withholding question? Reach out any time of year.
#YearRound #TaxHelp #TaxPrep #SmallBusiness
#YearRound #TaxHelp #TaxPrep #SmallBusiness
New Client Welcome
Switching To Us?
Switching Preparers Is Easy
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Switching to a new tax preparer is easy. Bring your prior-year returns and we'll take it from there.
Book your appointment today.
#NewClients #TaxPrep #SwitchToUs #TaxHelp
Book your appointment today.
#NewClients #TaxPrep #SwitchToUs #TaxHelp
New Client Welcome
First Job?
Your Teen's First Return
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Does your teen have their first job? They may be due a refund of taxes withheld from their pay. [Insert any family offer.]
Bring them along to your appointment!
#FirstJob #Teens #TaxRefund #FamilyFinance
Bring them along to your appointment!
#FirstJob #Teens #TaxRefund #FamilyFinance
New Client Welcome
Prior Years
Prior-Year Return Review
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New clients: bring your last few years of tax returns. If something was missed, we'll talk about whether amending makes sense. [Insert any review offer.]
Book today.
#AmendedReturn #TaxReview #NewClients #TaxPrep
Book today.
#AmendedReturn #TaxReview #NewClients #TaxPrep
New Client Welcome
Your Way
Ways to File With Us
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File your way! Ask us which appointment options we offer, from in-person visits to drop-off.
Book today.
#TaxPrep #Convenience #NewClients #[YourCity]
Book today.
#TaxPrep #Convenience #NewClients #[YourCity]
New Client Welcome
Why Us?
What Makes Us Different
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What makes us different? Upfront quotes, careful work and year-round availability. [Insert your differentiators.]
We'd love to earn your trust.
#WhyUs #TaxPrep #SmallBusiness #[YourCity]
We'd love to earn your trust.
#WhyUs #TaxPrep #SmallBusiness #[YourCity]
New Client Welcome
IRS Letter?
Got an IRS Letter?
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Got a letter from the IRS? Don't panic and don't ignore it. Bring it to us and we'll help you understand what it means.
Contact us today.
#IRSLetter #TaxHelp #TaxPrep #PeaceOfMind
Contact us today.
#IRSLetter #TaxHelp #TaxPrep #PeaceOfMind
New Client Welcome
Direct Deposit
Set Up Direct Deposit Right
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Want your refund faster? Choose direct deposit and bring a voided check or your exact routing and account numbers.
One wrong digit can delay your money!
#DirectDeposit #TaxRefund #TaxTips #TaxPrep
One wrong digit can delay your money!
#DirectDeposit #TaxRefund #TaxTips #TaxPrep
New Client Welcome
Privacy Pledge
Our Privacy Pledge
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Your privacy matters to us. We never sell your information and only share it with your permission or as required by law.
#Privacy #Trust #TaxPrep #ClientFirst
#Privacy #Trust #TaxPrep #ClientFirst
New Client Welcome
Mid-Year Checkup
Mid-Year Tax Checkup
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A quick mid-year checkup can prevent an April surprise. Let's review your withholding and any life changes. [Insert any offer.]
Book your checkup today.
#TaxPlanning #Withholding #TaxTips #MidYear
Book your checkup today.
#TaxPlanning #Withholding #TaxTips #MidYear
New Client Welcome
Share The Love
Love Us? Share Us
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If you loved your experience, tell a friend! [Insert referral reward, if any.]
Thank you for trusting us.
#Referral #ThankYou #TaxPrep #SmallBusiness
Thank you for trusting us.
#Referral #ThankYou #TaxPrep #SmallBusiness
New Client Welcome
Hablamos Español
Servicio en Español
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¿Prefiere recibir servicio en español? [Confirme si su oficina ofrece este servicio.] Estamos aquí para ayudarle.
¡Llámenos hoy!
#HablamosEspanol #Impuestos #TaxPrep #Comunidad
¡Llámenos hoy!
#HablamosEspanol #Impuestos #TaxPrep #Comunidad
New Client Welcome
Just Filed?
What Happens After You File
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Just filed? The IRS will acknowledge your return, process it and issue your refund. Most e-filed refunds with direct deposit arrive within 21 days.
Questions? We're here.
#TaxRefund #AfterYouFile #TaxPrep #TaxTips
Questions? We're here.
#TaxRefund #AfterYouFile #TaxPrep #TaxTips
New Client Welcome
Keep Records
What Records to Keep
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How long should you keep tax records? Generally at least three years for supporting documents, and longer in some cases. Ask us what applies to you.
#RecordKeeping #TaxTips #Organization #TaxPrep
#RecordKeeping #TaxTips #Organization #TaxPrep
New Client Welcome
How Did We Do?
How Was Your Experience?
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How was your experience with us? We'd love your feedback. Kind words go to the team, and suggestions help us get even better.
Reply or send us a message.
#Feedback #ClientFirst #TaxPrep #ThankYou
Reply or send us a message.
#Feedback #ClientFirst #TaxPrep #ThankYou
New Client Welcome
Year Two
See You Next Year
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Thank you for choosing us this year! Next year will be even easier because we'll already know your story.
See you next season.
#ThankYou #ReturningClients #TaxPrep #SeeYouNextYear
See you next season.
#ThankYou #ReturningClients #TaxPrep #SeeYouNextYear
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