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Tax Reform Client Letters

Leverage This Resource to Educate Your Clients About the Tax Cuts and Jobs Act

Surgent's tax reform client letters are a great resource for CPAs and tax practitioners. Use these to help educate your individual and business clients about key impacts of the legislation, while emphasizing the value of your consulting and advisory services. These can be a great marketing and brand-building tool. Use them to reinforce client trust, bolster your reputation as a leading tax expert, and solidify you as the top choice for all their tax planning needs.

One Low Price. Two Valuable Letters. 

Surgent's tax reform letter package includes two separate client letters: one for individual clients and one for business clients. Both letters highlight the most relevant changes for each audience, using clear, accessible language. The individual client letter outlines changes to the tax bracket rates and standard deductions. Key changes to itemized deductions like home mortgage interest, education planning, and state and local taxes will certainly grab your individual client's attention. On the business client side, every core topic is addressed, from tax rates and deductions to depreciation and expenses. Trending areas of interest like the new Section 199A 20% deduction are highlighted, as well. Take this opportunity to get in front of clients small and large and encourage them to utilize your value-added planning and business strategy services.  

Includes a short summary of expert guidance in each of the following areas:

Corporate Letters

  1. Corporate Tax Rates 

  2. Dividends Received Deduction 

  3. Alternative Minimum Tax 

  4. Bonus Depreciation 

  5. Luxury Auto Depreciation Limits

  6. Section 179 Expensing 

  7. Business Interest 

  8. Lobbying Expenses

  9. Research & Experimentation

  10. Like-kind Exchanges

  11. Entertainment Expenses 

  12. Sexual Harassment

  13. Family Medical Leave

  14. New Section 199A 20% Deduction

Individual Letters

  1. Tax Rates and Standard Deduction

  2. Personal Exemptions

  3. Kiddie Tax

  4. Net Operating Losses

  5. Education

  6. Home Mortgage Interest

  7. State and Local Taxes

  8. Miscellaneous Itemized Deductions

  9. Individual Alternative Minimum Tax

  10. Medical Expenses

  11. Alimony

  12. Individual Mandate

  13. Stock Options

  14. Employee Achievement Awards

Product Format/Delivery:

The letters will be delivered electronically in a Microsoft Word file, so that you can customize the documents to meet your needs. After your order has been placed, you will receive the letters as an email attachment within one business day.

Refund Policy:

Please note that refunds are not available for this product.

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