Ready-to-use explanations for common firm policies and positions. Copy, personalize, and send.
Dear [Client Name],
Each tax year is treated as a separate engagement. We require a new engagement letter annually because your situation, our scope of work, and our fees may change from year to year. The engagement letter defines exactly what services we are providing and protects both of us.
The deposit ensures we can schedule and prioritize your return during our busiest season. It is applied against your final invoice.
We appreciate your understanding and look forward to another year of working together.
Dear [Client Name],
A tax extension is not a red flag — it is a standard professional practice used by millions of taxpayers and the majority of complex returns. An extension gives us additional time to ensure your return is accurate and complete.
Important: An extension of time to FILE is not an extension of time to PAY. If you owe taxes, a payment is still required by the original deadline to avoid penalties and interest.
We will prepare an estimated payment amount for you in advance of the deadline.
[Template for communicating document deadlines and consequences of late submission]