Year-End Tax-Planning Letter
Don't pass up a unique opportunity to give your accounting practice a shot in the arm ...
Before tax retun season approaches, it is important for clients to recognize these new developments and take advantage of tax-saving opportunities at year-end.
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.
Our Year-End Tax-Planning Letter generally covers such topics as
- Capital gains and losses
- 3.8 surtax for investors
- Section 179 deductions
- Depreciation deductions
- Alternative minimum tax
- Charitable donations
- Roth IRA conversions
- Medical expense deductions
- Family income-splitting
- 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.
We generally begin to ship the Year-End Tax-Planning Letter in late October.
For more information, call us at 800-323-4995 or e-mail us at firstname.lastname@example.org.
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