Taxes • Letter Templates
Example Letter #1
I just wanted to thank you for allowing me to work on your taxes this year. I was able to reduce your tax liability by thousands.
Because we make a great team, I want to follow up with you about another project we had discussed: developing a cafeteria plan for your employees. As with our first project, I am confident I can provide you with a streamlined way to implement this very important benefit.
I'll give you a call next week to see if you are interested in proceeding.
Example Letter #2
Does tax time give you a panic attack? Doe Tax Specialists can help you relax.
Since 1970 we have served the (city) area, preparing tax returns for thousands of people. And we have saved our clients enough money to fund a small country!
Don't dread April 15th anymore. Come in to Doe Tax Specialists and let us prepare your returns. Our rates are very affordable. Be assured you are working with an expert. Call 555-5555. We look forward to serving you.
Example Letter #3
Tax software can be overwhelming to learn. How do you know which laws are most beneficial to you? How do you know you are receiving every single legitimate deduction?
Now, Doe Tax Software introduces the most intuitive tax package ever assembled. It literally makes you a tax specialist. No more wondering about this form or that rule. Our program asks you the questions, shows you the options, and figures out the best way for you to pay your taxes.
Through this special offer you can receive Doe Tax Software for just $39! This is a savings of $20 off the regular price.
Here is what people are saying about this incredible product:
For just $39, you get:
* (List prominent features)
You don't have to be an expert. You don't even need any prior experience. Doe Tax Software does it all.
Order now to receive this award-winning software for just $39...just in time for tax season. We are so sure you will love it and that it will save you money that we offer you an unconditional money-back guarantee. But hurry--this offer expires (date)!
Example Letter #4
April 15th--that date sends a chill up your spine!
Don't let April be your worst month of the year. Doe Tax Specialists can help--maybe save you a lot of money--maybe get you a big refund!
We've been helping people with their taxes for over 20 years. We know all the ins and outs of tax law and we stand behind every return.
Call us today at 555-5555. Our trained professionals are not seasonal preparers. We stick with you all the year round. We are offering a 15% discount off our regular rates until (date). We look forward to serving you.
Example Letter #5
Once again the dreaded tax season is here. But you don't have to feel alone. Let Doe Tax Specialists take the stress out of income tax preparation. We'll do the work while you wait.
At Doe Tax Specialists, we deliver prompt, accurate, friendly service.
Wouldn't it be nice this year to have a pro working for you? Call us today at 555-5555. You are never alone with Doe Tax Specialists.
P.S. Call us by (date) and receive a 10% discount.
Example Letter #6
Doe Financial Planning specializes in tax planning--any kind of tax planning. From simple personal planning to complex business issues, we can handle it all.
*(list range of services)
I have outlined a tax strategy for your company. I'm sure I can help you minimize your tax liability. I will call you next week to set up a consultation at your convenience.
At Doe Financial Planning, we plan your tax future today.
I look forward to meeting with you.
Example Letter #7
$99 Tax Returns
Our CPA firm will prepare your personal tax returns in less than 24 hours for only $99. But only if you call 555-5555 before February 28. We offer:
* No money down to get started
* Electronic filing
* Refunds within 24 hours
* Professional service by a CPA
* Federal and state returns
Why waste money and time on tax software...when a CPA firm will do it faster for less? Don't prepare your tax returns yourself and lose money because of errors! We will:
* Find you every deduction possible
* Help you avoid overpaying the IRS
* Get the largest refund possible
* Minimize your taxes
Our work is guaranteed. Call now! After February 28, our rates go up. Restrictions may apply. 555-5555.
Example Letter #8
Urgent Priority Letter
Immediate reply requested: Expires September 30, (year)
How you can profit from the new tax laws?
You can grow your practice and profit from the new tax laws! Return the enclosed reply card in the enclosed postpaid envelope to get Doe Tax Professional Compendium, featuring:
* (list prominent features of this book)
Just mark the card: "YES! I want to maximize my practice's profits! Send me Doe Tax Professional Compendium. I will be billed just $39.95. PLUS, I'll also receive the FREE Doe Tax-at-a-Glance."
Remember: If you decide to keep Doe Tax Professional Compendium, you will pay just $39.95 plus applicable state tax, postage, and handling--a 25% savings off the regular price--and you will also receive the FREE Doe Tax-at-a-Glance. Otherwise, you can return the book and owe nothing. The Doe Tax-at-a-Glance is yours to keep in either case.
Example Letter #9
Doe Tax Report: Findings on Probate and Tax Savings
According to a recent study conducted by Doe Tax Service, annual legal fees amounting to billions dollars have been created due to the outdated probate process and uninformed customers. Estate taxes and probate costs can be an unnecessary burden on your heirs and loved ones.
TAX-DEFERRED options are available to you, and the government is NOT obligated to inform you of them.
There are also SAFE, LEGAL, GOVERNMENT-APPROVED methods of deferring your income tax on interest income. Let us show you how you can keep 100% of your interest dollars working for you.
For a FREE, no-obligation brochure on these important options, please mail in the enclosed postage-paid card today.
Example Letter #10
Find out the benefits of continuing to partner with Doe Tax Consultants. Call me today.
Hello! As your Doe Tax Consultants representative, I want you to know I appreciate your business. I want to tell you about the benefits of continuing to partner with Doe Tax Consultants.
New, streamlined, tax planning and reporting.
At Doe Tax Consultants, we're introducing a variety of new services to speed up the tax preparation process and save you lots of money.
* (list 3-5 prominent services)
Call for an appointment today.
I took forward to working with you again. Contact me today at 555-5555.
Example Letter #11
Congress has recently passed NEW laws, making it easier to settle tax debts. Many people who did not previously qualify for tax relief can now take advantage of these NEW laws and settle for much less.
Our staff of tax professionals has helped thousands settle their taxes for only Pennies-on-the-Dollar. We can also immediately stop Wage Garnishments, Bank Levies, suffocating IRS Payment Plans, and Remove Penalties and Interest.
Call us today at 555-5555 for your FREE, confidential consultation. A Permanent Solution is Available Now.
Example Letter #12
Dealing with Tax Debt is a serious problem.
Every day your Past Taxes are costing you MORE in late fees, fines, and compounding interest on your original amount!!!
We can help. We negotiate with the IRS on your behalf to eliminate or reduce interest and penalties on past due taxes and reach a settlement for as little as $.12 cents on the dollar.
The IRS is currently EXPANDING to deal with UNPAID tax cases. It's only a matter of time before they get to YOU.
Our licensed enrolled agents work for YOU, not the IRS. Our agents have direct phone lines to the IRS. We can help you immediately with you past due tax debt.
We offer full third-party handling, meaning we represent your case and defend you. We also can arrange financing and affordable monthly payments, help eliminate wage garnishments, and protect your assets from government seizure.
!!! You will never be contacted by the IRS !!!
In fact you won't ever have to deal with an IRS agent again. We will do it all for YOU !!!
Let us help you pay your taxes easier and make things easier for you. Just reply to this e-mail and provide the information in the form below.
This is a free no obligation service and all information is kept private. Offer applies to citizens of the U.S.A.
- - - - - - -
Best Time to Call:
Estimated Tax Debt Size:
- - - - - - -
One of our helpful staff members will call you within 48 hours upon receiving your information.
Thanks for your time!
Example Letter #13
Confused About Taxes? Give me a Call. I have been a tax specialist for 35 years.
With the new year, it is time to start thinking about filing your income tax return. I would like to offer my assistance so that the increasing challenge of filing your tax return will be less confusing and burdensome for you.
Tax laws can be overwhelming. Don't trust your hard-earned money to a novice. As a professional, I can show you how you need only pay your fair share. Please give me a call at 555-5555 for a no-risk appointment.
I wish you success in the coming year.
Example Letter #14
Would you like to retire 10 years ahead of schedule and enjoy the golden years to the fullest?
I've helped many others. I'll help you. It just takes a little forethought and some simple planning.
A Doe Annuity Plan allows you to tuck funds away for retirement AND save on your present taxes.
To discover the tax advantages of a Doe Annuity Plan, please send for our free pamphlet, "Using Your Taxes to Help You Retire." Just return the enclosed postage-paid card today. We'll also send you a free retirement benefits calculator.
It's possible! You can retire at 55, 58, or 60 with the Doe Annuity Plan.
Let Doe show you how.
Example Letter #15
SAVE HUNDREDS ON TAXES EVERY YEAR!
Investing in tax-free municipal bonds is a huge tax-savings advantage for thousands of people. That's right! The return from these bonds is completely exempt from federal and state income taxes.
And that's just the beginning! These bonds currently yield interest rates of over 10%--guaranteed! And this interest is not part of your taxable income.
I'll call you in a few days to tell you more about these big tax savings and high yields.
Example Letter #16
IT'S TAX SEASON!
Some tax laws can cut your discretionary income by a third. That's like losing 33 cents every time you make a dollar!
Without proper planning this substantial amount could drastically affect your lifestyle.
Many people are already making appropriate plans so that their income will not be reduced. In fact, by using legal tax-saving approaches, they may actually increase their after-tax income.
Learn how to protect your income with help from Doe Tax Experts.
I would like to help you develop a tax strategy now to prepare for impact of these tax laws. I am sure when you consider my specific ideas, you'll want to use my low-cost service.
I have helped hundreds of families, and each of them has saved money.
I'll contact you within a few days to set up a convenient time to visit you. There is no charge for the visit. I think you'll see I can help you save on your taxes.
P.S. When we talk, I'll be glad to provide you with as many references as you wish.