Financial Advisor Tax Guide PDF
Custom Branded With Your Logo — 2026A client-ready, easy-to-share 3-page tax guide branded for your firm (logo, colors, headshot, contact info, and disclosures).
- Custom branding: logo, colors, headshot, contact info
- Compliance-friendly: include your RIA/Broker-Dealer disclosure
- Built for outreach: clients, prospects, CPAs & attorneys
- Fast turnaround: proof + final PDF delivered by email
Why Advisors Use This Guide
- Stay Top-of-Mind — Your branding on every page makes your outreach look polished and consistent.
- Easy to Distribute — Email it, add it to your portal, or share with COIs in seconds.
- Client-Friendly — Built to be skimmable and useful (not a dense tax document).
- Compliance Clarity — Add the disclosure language your firm requires.
- Fast Process — Clear order steps, quick proof review, and final PDF delivery.
What’s Included in the 2026 Tax Guide PDF?
Your guide is a concise 3-page PDF covering the tax figures and planning reminders clients ask about most.
- Federal income tax brackets & standard deductions
- Key inflation-adjusted figures
- Gift & estate tax overview
- Retirement planning quick reference (RMD-related reminders, inherited IRA basics)
- Other planning highlights as applicable
HOW WILL WE CUSTOM BRAND YOUR 2026 TAX GUIDE?
We format your guide so it looks like it came directly from your firm.
- Your firm logo on every page
- Your brand colors (HEX codes)
- Your headshot (optional)
- Your contact information
- Your disclosure language (RIA/Broker-Dealer/firm text you provide)
How to Order
Steps:
- Purchase the Custom Branded Advisor Tax Guide PDF
- You’ll receive an email requesting:
- Logo file (vector preferred)
- Firm/business name
- Advisor name (optional)
- Address (choose one)
- Brand colors (2 HEX codes)
- Disclosure language
- We send a draft proof for your review
- After approval, we email the final PDF ready to distribute
Turnaround line: Orders received by 5 PM ET Wednesday are typically ready for draft review by Friday afternoon.
FAQs
Q: What is a financial advisor tax guide PDF?
A: A short, client-friendly PDF that summarizes key tax figures and planning reminders—branded for your firm so it’s easy to share and stays connected to your name.
Q: Can you include my RIA/Broker-Dealer disclosure?
A: Yes. Provide the disclosure text you want included and we’ll place it in the guide.
Q: What logo format do you need?
A: Vector is best (AI, EPS, SVG). A high-resolution PNG also works.
Q: Can I share this with prospects and COIs?
A: Yes—this guide is designed to be shared with clients, prospects, and COIs like CPAs and attorneys.
Q: How long does it take?
A: Typical turnaround is draft proof by Thursday EOD for orders placed by Tuesday 5 PM ET, then final delivery after approval.
Pricing
2026 Tax Guide
Digital & 100 Printed Copies
This is for you if:
You want a digital and printed copies delviered to your office. Our pricing starts at $339 for 100 copies of our 4-page bi-fold 11' x 17' tax guide. Please contact our team directly if you are looking for more than 250 copies.
$339
2026 Tax Guide Custom Branded PDF
This is for you if:
You want your clients to benefit from a comprehensive, easy-to-follow tax guide while your firm makes a lasting impression through a consistent visual brand identity. This version is custom-designed with your branding as a full-use PDF.
$159
2026 Tax Guide
Digital & 250 Printed Copies
This is for you if:
You want a digital and printed copies delviered to your office. Our pricing starts at $459 for 250 copies of our 4-page bi-fold 11' x 17' tax guide. Please contact our team directly if you are looking for more than 250 copies.
$459
Digital orders fulfilled weekly.
Orders received by 5 PM EST on Tuesday will be processed and ready for draft review by the end of the day on Friday.
If you have questions contact our team.
