Holiday Card Messages for Accounting Firms

An accounting firm's holiday card should thank clients for their trust, wish them a restful season, and close warmly, in two or three sentences. Leave out tax deadlines, document reminders and service offers so the card reads as a thank-you.

Your clients hear from you most during tax season, when the conversation is about documents and deadlines. A December card with nothing to ask for is a chance to say thanks before the busy months start. Below are messages you can use as written.

Messages for individual clients

• Thank you for trusting us with your finances this year. Wishing you a peaceful holiday season and a happy new year.
• We're grateful for clients like you. Happy holidays from all of us at [Firm Name].
• Wishing you and your family a joyful season. Thank you for another year together.
• Season's greetings, and thank you for your trust. We look forward to working with you in 2027.

For business clients

• Thank you for trusting us with your company's books this year. Wishing your whole team a restful holiday season and a prosperous new year.
• It's a privilege to work alongside your business. Happy holidays from everyone at [Firm Name].

For new clients

• Welcome to [Firm Name], and thank you for choosing us this year. We look forward to many seasons together.

For referral partners

Attorneys, financial advisors and bankers who send you clients:

• Thank you for every introduction this year. We take good care of the people you send our way. Happy holidays.
• Good partners make the work better. Thank you for yours, and best wishes for 2027.

For your team

• Thank you for a year of careful work and long hours. Enjoy a restful holiday before busy season.

Lighter lines

Use one line, or let the card carry the joke: our funny finance and CPA Christmas cards do the work on the front.

• Wishing you a holiday season that adds up to plenty of joy.
• May your holidays be merry and your receipts well organized.
• Here's to a new year with balanced books and plenty of cheer.

Christmas or holiday wording?

If you don't know that everyone on your list celebrates Christmas, "happy holidays" or "season's greetings" is the safe choice. If your community sends Christmas cards, "Merry Christmas" is fine. Our guide on what to write in a business holiday card has more options for both.

What to leave out

• Tax deadlines and document checklists.
• Engagement letters, fee changes and billing notes.
• Year-end planning offers.
• Anything about a client's return or finances.

Consider a Thanksgiving card

Some firms send Thanksgiving cards for accounting firms instead, so the card arrives before the December rush. A Thanksgiving message can lean on gratitude: This Thanksgiving, we're thankful for clients like you. Wishing you a happy, restful holiday with the people you love.

A line about your charity

Each year, we donate at least 10% of net proceeds from greeting card sales to charity. When you customize your card, you pick any IRS-recognized 501(c)(3). Firms often pick a local charity and name it in the card: This year, our holiday cards support [Charity Name].

Save time on the mailing

If you're sending to 100 or more clients, we can print, address and mail your holiday cards for you. Every envelope is addressed with a real ballpoint pen and mailed by the date you choose. We collect names and mailing addresses only, never market to your list, and delete it 90 days after mailing. It costs $2.25 to $4.75 per recipient before postage, with larger mailings at the low end. Postage is USPS First-Class at cost.

When to send

Aim for your cards to arrive in the first two weeks of December. That puts your card in their hands well before tax season. Our guide on when to send business holiday cards has the mail-by dates.