Build your practice and profits with Tax Planning Letters

Read a customer success story

These colorful, informative Tax Planning Letters give you an easy, cost-effective way to inform clients and prospects about valuable tax planning opportunities at three strategic times.

  • The New Year Tax Planning Letter (available late December) helps people prepare for upcoming tax filings and informs them of tax and financial strategies for the new year. Send with tax organizers or send separately.
  • The Midyear Tax Planning Letter (available early June) is the perfect follow-up to tax season. Send during the summer months to keep clients and prospects on the right tax and financial track. An effective mailing to encourage post-tax season appointments.
  • The Year-End Tax Planning Letter (available early October) reminds people of year-end options for tax-cutting and encourages year-end tax review appointments.

Boost Response

For a knockout marketing combination, team up the printed Tax Planning Letter with the Online Tax Planning Letter.


Tax Planning Letters

Four ways to order

1. IMPRINTED Full-Color Newsletters
Folded to fit a #10 envelope. Imprinted with your firm name, address, and phone number (logos optional — $40 setup fee). No additional charge for optional handwritten signature on page one.

To have your logo imprinted on newsletters:
  • E-mail your logo to service@mostad.com
  • Acceptable file formats: .eps or .tif
  • Minimum resolution: 300 dpi

Note: If you would like to have your handwritten signature imprinted on page one, please e-mail a scan of your signature to service@mostad.com. Or mail your signature (in black ink) to:

Mostad & Christensen, Inc.
P.O. Box 1709, Oak Harbor, WA 98277

Item #4423 — $ View price chart

One Issue
(select one)
New Year Letter
Midyear Letter
Year-End Letter
Please imprint my signature on page one. (details)

Two Issues
(select two)
New Year Letter
Midyear Letter
Year-End Letter
Please imprint my signature on page one. (details)

All Three Issues

New Year Letter, Midyear Letter, & Year-End Letter
Please imprint my signature on page one. (details)

2. NO IMPRINT Full-Color Newsletters
Folded to fit a #10 envelope. Add your name using a rubber stamp or labels.

Item #4421 — $ View price chart

One Issue
(select one)
New Year Letter
Midyear Letter
Year-End Letter


Two Issues
(select two)
New Year Letter
Midyear Letter
Year-End Letter


All Three Issues

New Year Letter, Midyear Letter, & Year-End Letter


3. Newsletter Content
Download the copy and art files and have the newsletter printed by your local printer. Or use the content (MS Word files) to create your own in-house newsletter.

Item #4422E
— $312 for one issue
  — $566 for two issues
  — $798 for all three issues
One Issue
(select one)
New Year Letter
Midyear Letter
Year-End Letter

Two Issues
(select two)
New Year Letter
Midyear Letter
Year-End Letter

All Three Issues

New Year Letter, Midyear Letter, & Year-End Letter


4. Text only Letter — print or e-mail
Get the same Tax Planning Letter content in a 6-page MS Word document (contains no graphics). Easy to edit and customize with local tax information or news about your firm. You can e-mail the Letter or print the Letter on your firm stationery and mail it to clients, prospects, and referral sources.

Item #4424E
— $280 for one issue
  — $502 for two issues
  — $723 for all three issues
One Issue
(select one)
New Year Letter
Midyear Letter
Year-End Letter
 
Two Issues
(select two)
New Year Letter
Midyear Letter
Year-End Letter

All Three Issues

New Year Letter, Midyear Letter, & Year-End Letter