To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.
It’s another helpful feature of AdvisorToClient—the new section of Advisor.ca designed to facilitate your conversations with clients. Besides email shares, the site is full of Action Steps, Conversation Starters and other tools help invigorate your client relationships.
To use these emails, just copy our template into your email application, choose which stories you’d like to pass along to particular clients, and hit send.
Subject Line: Tax mistakes to avoid
Even the most conscientious tax preparers and clients make mistakes when submitting their reviews.
A few pointers for making the most out of tax season: collect your paperwork throughout the year in a folder for easy access. If you’ve lost a slip, institutions like universities will issue duplicates upon request.
But sometimes that’s not enough.
I’d like to set up a meeting to discuss how to handle an audit or return review.
Before we meet, I’d like you to take a look at a few articles that lay the groundwork for the discussion we’ll be having:
Don’t forget, after you’ve submitted your return, keep a copy and all relevant documents in a safe, easy-to-remember place for at least six years.
No one likes to go through an audit. Let’s make sure you don’t have to.