Letter of Tax Planning Service

Letter of Tax Planning Service :

This Letter should be written in The Letter-Pad of the Company.

From :

The Sender's Name,
Door Number and Street's Name,
Area Name,
Postal Code : XXXXXXX
Phone Number : 0000 - 123456789
E-mail ID : sendersname@companywebsite.com

Date :

Reference :

TO :

Addressee's Name,
The Company's Name,
Full Address with Phone Number.

Subject :

Dear Sir,

Enclosed is your completed 19XX Tax Return and a copy for your records. Please sign the return where we have indicated, enclose your check in the amount of $ and forward to the IRS.

I believe that we could be very helpful in reducing your tax liability for the coming year if we were afforded the opportunity to be of service to you in the area of tax planning. We are, by nature, a conservative firm and steer away from tax shelters we consider questionable, or borderline at best. There are a sufficient number of ways to safely shelter income that are both unquestionable and constitute prudent investments.

We would be very happy to discuss our tax planning service with you as soon as April 15th has come and gone, and there will be no charge for this initial consultation. At your convenience, simply call and make an appointment with my secretary. We will look forward to seeing you.

Yours Sincerely,

(The Sender's Signature)

The Sender's Name


This is a typical letter. You have to add your company's name with full address. And the receiver's name and full address also should be added in the place allotted for that purpose. Without those primary details no letter carries any significance. So, you are requested to provide all those important details. Failing which the letter will make a wrong impression about your company and you among the receivers of your letters. This is the most unwanted attitude on your side in dealing with the clients who are the most valued assets of any business organisation. If necessary, leave those spaces blank.

Letter of Tax Planning Service

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