Year-end tax planning letter for accountants
Tax decisions are easy to put off until it is too late to act. Sent in December, this letter reads like a note from one partner, with three concrete checks and a P.S. that lets people off the hook if none of it applies.
- Example subject line
- A few things worth doing before December 31
- Preview text
- Retirement contributions, estimated payments, and what to send us this month.
Use this template
Opens in the drag-and-drop editor, ready to edit.
Listed in
What's in this template
- Burgundy header: serif headline beside the partner's portrait
- Short personal greeting and a line on what to look at
- 3 year-end checks, each with a label like Savings or Taxes
- Button: Schedule a year-end review
- Signature in large italic type, then a P.S.
When to use it
Early December is the window, while retirement contributions and estimated payments can still change a client's bill. Bookkeepers, financial planners and law practices with a year-end deadline can use the same layout, since it reads like a letter from one person, not a mailing.
Make it yours
- Replace the three checks with the deadlines that apply to your clients this year.
- Swap in a real photo of the person signing, and sign off with their first name.
- Point the button at your booking page or calendar link.
