New Client Thank You Letter:
Thank you for choosing {{Organization}} for your tax preparation needs.
Attached is our introductory packet. Please fill in the requested information as it applies to your tax situation. Social Security numbers are extremely important. We cannot electronically file your tax return unless the social security number and last name for each person listed on the return matches the Social Security Administration records.
We have provided you with an “Engagement Letter” for your signature. The purpose of this letter is to help you understand the service that {{Organization}} is performing for you and your part in receiving that service. Because of our more than twenty years of tax experience, you can feel confident in receiving quality and timely tax preparation.
We have also provided you with a consent form. You are not required to complete this form. Please read it carefully and bring it with you even if you decide not to complete the form.
Please bring the following with you to your appointment:
- Completed Client Information Form – attached.
- Signed Engagement Letter - attached.
- Consent to Disclose Letter - attached.
- Copies of all documents.
- Etc.
Thank you again for choosing to do business with us.
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