Client Tax Return Request Letter White Label

[featured_image]
  • Version
  • Download 40
  • File Size 883.64 KB
  • File Count 1
  • Create Date January 12, 2024
  • Last Updated January 12, 2024

Client Tax Return Request Letter White Label

Attached Files

FileAction
Client-Tax-Return-Request-Letter-White-Label.docxViewDownload

Recommended Articles

Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder

This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients

Read More

5 Reasons Great Advisors Recommend Capital Gains Harvesting

Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital […]

Read More

Advisor Tax Mistake #2-Not Getting Referrals from COIs

“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.

Read More