Tax Planning Letter
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A tax planning letter is a letter attracting the reader's attention towards various pertinent issues regarding the tax policies and various suggested means and ways by which he can save up on his hard earned money by reducing his tax liability. It can be written by a financial advisor to his customers (corporate companies and other individuals).
Tax policies keep on changing, thanks to the government. These depend on a lot of factors like national debt, economic crisis, rising prices, poor production, etc. Small things gather up and take the shape of gigantic proportions that directly affect the economy of a country. Add to it our politicians seem never to be having any grip on these economic influences, and so, they end up transferring the burden on the citizens, at last. Considering all these things, a person can definitely make some advantageous changes to his/ her financial condition and bring down his tax burden. Usually these financial advisors are sought by companies that can actually utilize some help with cutting down on excess tax payments through the use of innovative, yet legal ways. This is done by finding loop holes in the system and then using those as advantageously as possible.
Following is a letter from one such financial advisor to his client.
20 February, '12
Subject- Your year-end tax planning solution
It's again that time of the year when both I and you have to sit down and discuss your tax saving options for the end of this financial year. This year around, with all this financial meltdown and national debt, things have turned out to be a bit tricky. There are several uncertainties to acknowledge and this situation is not going away soon. So it is imperative that we now find out all the options available to us now and highlight the possibilities of impact of each one on our optimum tax-payment strategy.
Along with this letter, I am sending a road map to achieving our goal for this tax payment season for your consideration. I have strategized the entire solution and custom-made it according to your well-thought out real estate situation, of which we could take advantage in filing tax amount this time. Regarding this, I would like to meet you as soon as possible so as to get certain details pertaining to your property and to explain to you the intricacies involved.
I would be waiting to hear from you soon so that we could fix a definite date and time for our meeting. Until then, please go through the documents that I have attached here. These will give you a better picture of the instruments and ways available to you to optimize your tax deductions for this financial year. You can call me anytime in case of any doubts or queries. In addition, I would be waiting to hear from you regarding the date of meeting.
Often such a tax planning letter contains a general idea for the reader to speed up his tax payment planning and act on it soon. Certain ideas are put forth in the letter itself, while most of the ideas cannot be discussed in the letter and thus, it requires a meeting between the reader and the writer to discuss, face to face, the possibilities and solutions regarding the year ending tax payments. Also, you can refer to Tax Code Letter and Tax Donation Letter for more sample letters.