Tax-planning letter by WPI Communications, Inc.

2015 Year-End Tax-Planning Letter

Don't pass up a unique opportunity to give your accounting practice a shot in the arm ...


Every tax year presents uncertainty for individuals and small-business owners. It’s important for clients to recognize new developments and take advantage of tax-saving opportunities at year-end. Yet the obstacles remain 

Of course, your expert advice can make a big difference. But how can you convey this message to clients and prospects in a timely and cost-efficient manner? All too often, months can go by between client meetings. And when they finally do occur, it may be difficult—or even impossible—to implement well-devised year-end tax-planning techniques.

The Year-End Tax-Planning Letter, produced by WPI Communications, Inc., is the perfect answer. This letter, which is written and reviewed by expert tax professionals, presents an overview for your clients. It is designed to encourage clients to contact you about the services you can provide.

The Year-End Tax-Planning Letter typically covers the following topics:

  • Section 179 deductions 
  • Capital gains and losses
  • 3.8% surtax for investors
  • Alternative minimum tax
  • Charitable donations
  • Roth IRA conversions
  • Higher education expenses
  • Required minimum deductions
  • Estate- and gift-tax strategies 
  • And much, much more! 

How long would it take you to research and write a year-end tax-planning letter? How much revenue would you miss out on? We create the entire letter for you at a fraction of the cost and time.

For more information, call us at 800-323-4995 or e-mail us at