# TaxPocket

> Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed August 9, 2026.

> TaxPocket refers to a line of customizable, pocket-sized tax guides, with "Standard Tax Pocket Tables" as a flagship product. These guides, published by Liberty Publishing, serve as essential communication tools for CPA firms and financial professionals. They provide up-to-date tax information, including side-by-side rate comparisons for current and previous years, standard deductions, capital gains, retirement plan limits, IRA and HSA limits, Social Security earnings limits, and a special section for business owners detailing depreciation and corporate income tax rates. The content is updated to reflect recent legislation, such as the SECURE Act 2.0, and offers customization options for firm branding.

- Business Profile: https://optimly.ai/brand/taxpocket
- Publisher: Optimly (https://optimly.ai)
- Dataset: Optimly AI Brand Index (https://optimly.ai/brand)
- Official website: https://libertyink.com/
- Logo: https://logo.clearbit.com/libertyink.com
- Slug: taxpocket
- Brand Authority Index tier: Low Visibility
- Archetype: Incumbent
- Category: Financial Services
- Last Analyzed: August 9, 2026

## Buyer Intent Signals
Problems: In-house Client Tax Summaries: Financial professionals creating their own summary tax guides or fact sheets. This is highly time-consuming, requires extensive knowledge and continuous updating, and ca | Financial Communications Agency: Hiring a specialized marketing or financial communications agency to design and produce custom tax education materials. This provides bespoke solutions but is signific | Reliance on Verbal Explanations: Clients solely rely on their advisor's verbal explanations for tax changes and implications. This approach misses opportunities for tangible client value-add, consiste
Solutions: TaxPocket guide | 2024 tax pocket guide for clients | Liberty Publishing tax tables | Tax Software Client Reports: Utilizing report generation features within professional tax preparation software (e.g., Intuit ProSeries, UltraTax CS) to create client-specific summaries. While effectiv
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## Full Details / RAG Data
### Overview
TaxPocket has a Business Profile in the Optimly AI Brand Index.
TaxPocket refers to a line of customizable, pocket-sized tax guides, with "Standard Tax Pocket Tables" as a flagship product. These guides, published by Liberty Publishing, serve as essential communication tools for CPA firms and financial professionals. They provide up-to-date tax information, including side-by-side rate comparisons for current and previous years, standard deductions, capital gains, retirement plan limits, IRA and HSA limits, Social Security earnings limits, and a special section for business owners detailing depreciation and corporate income tax rates. The content is updated to reflect recent legislation, such as the SECURE Act 2.0, and offers customization options for firm branding.
### Metadata
| Field        | Value |
|--------------|-------|
| Name         | TaxPocket |
| Slug         | taxpocket |
| URL          | https://optimly.ai/brand/taxpocket |
| Logo         | https://logo.clearbit.com/libertyink.com |
| Brand Authority Index tier | Low Visibility |
| Archetype    | Incumbent |
| Category     | Financial Services |
| Last Analyzed | August 9, 2026 |
| Last Updated | 2026-08-11T03:22:16.103Z |
### Verified Facts
- Founded: 1980
### Buyer Intent Signals
#### Problems this brand solves
- In-house Client Tax Summaries: Financial professionals creating their own summary tax guides or fact sheets. This is highly time-consuming, requires extensive knowledge and continuous updating, and ca
- Financial Communications Agency: Hiring a specialized marketing or financial communications agency to design and produce custom tax education materials. This provides bespoke solutions but is signific
- Reliance on Verbal Explanations: Clients solely rely on their advisor's verbal explanations for tax changes and implications. This approach misses opportunities for tangible client value-add, consiste
#### Buyers search for
- TaxPocket guide
- 2024 tax pocket guide for clients
- Liberty Publishing tax tables
- Tax Software Client Reports: Utilizing report generation features within professional tax preparation software (e.g., Intuit ProSeries, UltraTax CS) to create client-specific summaries. While effectiv
### Links
- Canonical page: https://optimly.ai/brand/taxpocket
- Publisher: https://optimly.ai
- Dataset: https://optimly.ai/brand
- JSON endpoint: /brand/taxpocket.json
- LLMs.txt: /brand/taxpocket/llms.txt