Tax Accountant 1040 Washington Street
Anytown, CA 91234
(000) 555-1212

Date

John and Mary Smith
1234 Main Street
Anytown, CA 91234

Dear John and Mary:

With today’s complex Revenue Code, it is a common misbelief among taxpayers that there is little that can be done to reduce one’s tax burden. Timely tax planning can, in many cases, reduce, defer or eliminate certain tax liabilities and has become an essential part of everyday life.

The key to successful tax planning is knowing when to seek professional assistance. The enclosed brochure provides an overview of situations that can arise where tax planning may be appropriate. If any of the issues outlined in that brochure affect your situation, please feel free to call. Let us help you determine if a tax planning appointment is appropriate for you.

Sincerely yours,

Tax Accountant

TA/pc