Each year we offer Year-End Tax Planning letters for fellow CPAs and their clients. These letters cover a variety of issues that CPAs and their clients need to address for proper year-end planning. Usually, the year-end letters are divided into three categories: Individuals, Corporations and Other Businesses and New Tax Developments. Each category has a long and short version of the letter so that you can use the longer versions for yourself or more sophisticated clients, and send the short versions to all other clients. You have the choice of purchasing one, two or all three of the letters. Also, the letters are available on disk, for an additional fee.


In addition, when there is significant, new tax legislation, we offer a New Tax Law letter. This letter is also divided into a long and short version and can also be purchased on a disk for an additional fee.


2017 YEAR-END PLANNING LETTER ORDER FORM
2017 NEW LEGISLATION ORDER FORM.pdf