Tax Planning Insights Letter - 2025 Mid-Year Issue

Promote your tax planning service to high-value clients

Emphasize the importance of a mid-year review

  • Image for item #03-321: Tax Planning Insights Letter - 2025 Mid-Year Issue
  1. Priced Per Quantity (Each)
  2. 25

    3.60

  3. 100

    2.35

  4. 150

    2.15

  5. 300

    1.80

  6. 500

    1.60

  7. 750

    1.40

  8. 1000

    1.30

  • Minimum: 25
  • Multiples of: 25

Item: #03-321

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Printed, 4-page, tax client newsletter that helps small accounting firms build relationships with high-value clients by stressing the importance of tax planning during this key time each year. The strategically timed letter informs your clients during this important planning time. This issue promotes a mid-year tax-planning appointment to review client strategy and to act on tax-saving opportunities while there’s still time. (Available in June)

  • Create and reinforce a one-to-one connection with the personalized client letter
  • Educate your clients about relevant tax topics they can apply to their tax situations
  • Generate billable hours by stressing the importance of regular tax planning appointments
  • Strengthen your client relationships and loyalty with this great resource
  • Image for item #03-321: Tax Planning Insights Letter - 2025 Mid-Year Issue

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