This is an email template for existing clients. If you believe they are a good fit for tax planning, these questions can pinpoint easy tax planning ideas for Phase I of a tax plan.
Subject: Tax Planning ROI initiative
Hi X,
I have been revamping my practice this year towards tax planning, where I can show a tremendous return on investment to my clients. The process involves identifying clients who are responsive to a tax savings engagement, presenting you with an ROI (return on investment) quote, then implementing the plan! Much of this process will be done through an amazing new software I’ve invested in called TaxPlanIQ.
For you, I have identified some potential tax planning opportunities based on your tax return, and it could mean several thousand in tax savings. If you are interested, can you return the following questions to me this week, and I’ll prioritize a tax plan proposal for you?
- Please list the age, occupation (if full-time or part-time student), and relationship of those you support financially.
- How much cash flow is available for retirement or other tax savings strategies this year? Would that change over the next five years or so?
- Describe your healthcare coverage. For example...Is it a PPO or high deductible plan through my employer, the marketplace, a Christian sharing network, Medicare supplement, or long-term care, et al. How much would you estimate you spend per year on out-of-pocket medical costs?
- Do you expect any significant (tens of thousands) changes to your income or deductions this year compared to last? Please explain
- Have you set any charitable goals, such as giving X amount per year? Please provide detail.
- Please provide a couple of days/times next week you could meet via zoom to review your ROI estimate together.
I will be working through client plans in the order information is received, so if I don’t hear back in 24-48 hours, I will assume you are not interested or available at this time. Thank you for your business and support!
(Your Name)
________________________________________________________________
Follow up IF they respond, but you don’t find enough ideas or need to put them on the waiting list:
Hi X, thank you so much for sending over information to see if tax planning can help you. I am working through clients' information in the order received over the next several weeks, and if I can identify savings, I will reach out immediately to schedule a meeting. Otherwise, just keep me in the loop of any changes to your circumstances, and I will continue to support you.
Disclaimer: The templates offered by TaxPlanIQ are intended to serve as a helpful starting point. While we strive for precision, we cannot warrant their completeness or compliance with specific regulations in your area. We encourage you to use them with discretion and to verify that they align with the pertinent local guidelines.
@Copywrite TaxPlanIQ.com, the Saas Tax Advisory Software for Accountants!