Close the loop with your clients by providing them with a professional letter ad


Close the loop with your clients by providing them with a professional letter addressing the tax return results and
any additional questions they may have. Remember that many clients will not consider some of these changes on their own. Tax practitioners add tremendous
value to their role by helping the client think and plan ahead. In your letter to the clients, address all of the critical elements listed below.
I. Explain the factors that determine an individual’s tax liability.
II. Recommend potential and ethical tax planning opportunities for reducing an individual’s tax liability.
III. Explain the legal and ethical implications in relation to improper or erroneous tax filings.


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