Build your practice and profits with Tax Planning Letters
These colorful, informative Tax Planning Letters give you an easy, cost-effective way to inform clients and prospects about valuable tax planning opportunities at three strategic times.
- The New Year Tax Planning Letter (available late December) helps people prepare for upcoming tax filings and informs them of tax and financial strategies for the new year. Send with tax organizers or send separately.
- The Midyear Tax Planning Letter (available early June) is the perfect follow-up to tax season. Send during the summer months to keep clients and prospects on the right tax and financial track. An effective mailing to encourage post-tax season appointments.
- The Year-End
Tax Planning Letter (available
early October) reminds people of year-end options
for tax-cutting and encourages year-end tax review appointments.
For
a knockout marketing combination, team up the printed Tax Planning
Letter with the Online Tax Planning Letter.
Tax Planning Letters
Four ways to order
1. IMPRINTED Full-Color Newsletters
Folded to fit a #10 envelope. Imprinted with your firm
name, address, and phone number (logos optional). No additional
charge for optional handwritten signature on page one.
Item #4423 $ View price chart
2.
NO IMPRINT Full-Color Newsletters
Folded to fit a #10 envelope. Add your name using a
rubber stamp or labels.
Item #4421 $ View price chart
3. Newsletter Content
Download the copy and art files and have the newsletter printed by your local printer. Or use the content (MS Word files) to create your own in-house newsletter.
Item #4422E |
$287 for one issue |
| $520 for two issues | |
| $735 for all three issues |




