Tax memo

[Roberts]

I'm sure a lot of you send out a mid-year tax note or memo to clients. The purpose is to remind them of our relationship and I'd like to get that accomplished in the beginning of August or late July. I'll send something again in December to get the process rolling again for next season but I'd like to send a little something of a note now.

Any recommendations on what it should say? 99% of them will just be tossed in the trash after a glance but the goal is just to get my name in front of them.

My first thought was to offer to meet and simply review whether some adjustments need to be made to IRA contributions, 401-k contributions, estimated tax payments and stuff like that.

Opinions?

[JoshinNC]

Target specific groups

If your software will allow it, run reports with specific parameters.

Run a report for all clients with AGI above $125,000. Design a letter talking about recent developments related to AMT and strategies to be used to minimize liability.

For those with "middle-income" target savings, retirement, tax minimization.

For those with EIC/CTC/HOH status, target just getting them back in next year.

Mass mailings have to be designed to fit specific needs or they will get thrown in the trash.