Client Letter

For this assignment, choose one of the following topics to write a letter to a client. It should be no more than 1 page in length. It should include proper information such as dates, headers, multiple paragraphs, closing, etc. Page 357-360 in the book has some good examples. Submit one file to this assignment once completed. Feel free to use google to find templates, ideas for wording, content, etc.; however, do NOT copy from other sources. Submissions will be run through plagiarism review.
Transmittal Letter – This is a letter that is placed on the top of a tax return. It explains that the tax return has been prepared, communicates tax due/refund and payment information if required, any applicable due dates, etc.
Confirmation Letter – This is a letter written to a client to document the terms of a telephone conversation that took place. This will include a summary of an entire conversation. Be creative and use your imagination – feel free to make up something good!
Explanatory Letter – This is a letter explaining a tax topic to a client. Or maybe it could include some year-end planning ideas. This needs to communicate facts, potential opportunities, etc., but also be general in nature depending on the client’s facts and circumstances. Feel free to pick a tax topic that you are familiar with, or maybe one that you want to learn about for this item.

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