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.