EMAIL TEMPLATE - Tax Planning earlier in the year

SUBJECT: How are your business profits this year? 


BODY:

Hey FIRST NAME, 


Most of my business clients say that the economy was pretty strong during the last year, and hopefully their businesses saw some pretty decent recovery and profits. 


The problem is, all those extra profits mean you're going to owe more taxes this year.


TAX PLANNING IS BETTER THE EARLIER YOU START!

Don’t wait until December, or next April…let's schedule the time that we need to be making some decisions and identify any  changes that we need to make before the year wraps up so that you will be prepared to pay the least amount of taxes possible.


As you probably know from previous years, if you wait until April, it'll be too late to make those changes for this year.


If profits have gone up substantially in your business, we definitely should talk in the next few weeks.


Below are some quick questions to help start the discussion. Feel free to hit reply and let me know the answers to them and then we can schedule a time to chat. 


BUSINESS QUESTIONS HERE:


I know that life is busy for everybody, but it's worth the effort to see if we can hop on a quick call for 30 minutes and see if we can put together a tax plan with some action steps to perform before the end of the year. 


Let me know if you have any questions!


Thanks,

YOUR NAME

 

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