SUBJECT: Tax Planning ROI initiative
Hi FIRST NAME,
I have been revamping my practice this year towards tax planning where I can show a tremendous return on investment (ROI) to my clients. The process involves identifying clients who are responsive to a tax savings engagement, presenting you with an ROI quote, then implementing the plan!
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 by (X DATE), and I’ll prioritize a tax plan proposal for you? Or you can go ahead and grab a time on my e-calendar post 4/15!
- Please list the age, occupation (or if full time or part time student), and relationship of those you support financially.
- How much cash flow do you have 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, or a Christian sharing network, Medicare supplement, 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!
Sincerely,
NAME
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