Tax-planning letter by WPI Communications, Inc.

Annual 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 annual 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.

Topics in the letter typically include the following:

  • Capital gains and losses
  • Section 179 deductions
  • Bonus depreciation
  • Alternative minimum tax
  • Charitable donations
  • Net investment income tax
  • Medical deduction limits
  • Travel and entertainment expenses
  • Required minimum distributions
  • 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.

Call us now at 800-323-4995 for more information or e-mail us at We generally begin to ship the Year-End Tax-Planning Letter in late October.