Tax Return Request Letter-Client Facing White Label

[featured_image]
  • Version
  • Download 63
  • File Size 109.89 KB
  • File Count 1
  • Create Date January 12, 2024
  • Last Updated January 12, 2024

Tax Return Request Letter-Client Facing White Label

Attached Files

FileAction
Client-Tax-Return-Request-Letter.pdfViewDownload

Recommended Articles

Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

Read More

5 Things Taxpayers Get Wrong When Itemizing Deductions

Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines.   […]

Read More

Clients Don’t Care About Roth vs. Traditional IRAs. So What?

Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.

Read More