Subject: Your Next Tax Filing [ACTION NEEDED]
Tax Filing time is almost here! Our team is excited to help make this year your best year ever!
Section 1
2025 Engagement Updates
Reason for receiving this letter
[Tax planning is more critical than ever]
or
[We’re now offering deeper ways to help throughout the year]
or
[We have limited capacity and want to ensure your spot on our roster]
or
[Because you are no longer dependent on your parents’ return, we will conduct the same due
diligence process as our full-service clients.]
Before [Date], there are two critical things we need from you:
Section 2
Choose your engagement level.
Provide up to three options
A. [Tax Preparation Only]
– Instead of working together year-round, we will simply prepare and file your tax return.
– For your tax prep and filing, you’ll pay a minimum one-time fee of $___ to $___ ONE TIME.
B. [Tax Preparation + One-Time Tax Plan]
– Instead of working together year-round, we will simply prepare and file your tax return.
– We’ll meet once during the year to identify potential tax savings and project your overall tax
liability in your next filing.
– This is perfect for clients with a simple financial situation and just want to “double-check”
that there will be no surprises next year.
– For your tax prep and filing, you’ll pay a minimum one-time fee of $___ to $___ ONE TIME.
C. [Tax Preparation + Year-Round Advisory Support]
– We’ll work together year-round to identify unique legal strategies for reducing your tax bill
as much as possible.
– We’ll assist with your cash flow planning and simple financial analysis.
– We’ll complete a thorough threats review to ensure you don’t experience any unwanted
surprises in your tax and financial world.
– We’ll handle your tax preparation and strategies as we normally do.
– You’ll pay a monthly fee ranging from $___ to $___+ PER MONTH based on your needs.
Section 3 – Call to Action
Make your selection by [Date] to let us know your choice.
● Because of multiple tax law changes that require more time to complete and file returns,
we can only work with a limited number of clients this year.
● Attached is our Client Guide which goes into more detail about our options.
● Let us know your choice by [Date] so we can guarantee your spot!
P.S. Don’t worry, we’ll confirm you’re receiving the right services before we start any work