[l-Date]
To:
[r-Name]
[r-Address]
From:
[s-Name]
[s-Company]
[s-Address]
[s-Phone]
RE: [s-Reference]
Dear [r-FName]:
Enclosed are your completed [s-CompYear] Tax Return and a copy for your
records. Please sign the return where indicated,
enclose your check in the amount of [s-CheckAmount], and forward to the Internal
Revenue Service.
In addition, I believe that we could be very helpful in reducing your tax
liability for the coming year if 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 like the opportunity to discuss our tax planning service with you
after the end of the current tax season, April 15th. There will be no charge for the initial
consultation. At your convenience,
simply call and make an appointment with our office.
We will look forward to seeing you.
Best regards,
[s-Company]
[s-Name]
[s-Title]
