Enclosed are your completed [year] Tax Return and a copy
for your records. Please sign the return where we have
indicated, enclose your check in the amount of $ [dollar
amount] and forward to the IRS.
We 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. 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 soon.
Very truly yours,
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