Tax Toolkit

2025 BTB Tax Tool Kit - Now Available!

The year-end planning letter is now available. The cost is only $65 delivered to your email. In addition to your own professionally written 4-page ready to mail newsletter, we have included client interview worksheets, a data taker, sample election statements, and a client engagement letter. The newsletter includes articles on new tax laws, year-end planning, and much more. Click here for online ordering and delivery of the 2025 BTB Tax Tool Kit.