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Build your practice and profits with Tax Planning Letters

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 Annual Tax Planning Letter (available early October) reminds people of year-end options for tax-cutting and encourages year-end tax review appointments.
  For a knockout marketing combination, team up the printed Annual Tax Planning Letter with the Online Annual Letter.
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.






Click images to view samples

Tax Planning Letters

Four ways to purchase

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

Note: If you would like to have your handwritten signature imprinted on page one, please mail your signature (in black ink) to:

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

#4423 — $ View price chart

One Issue
(select one)
   
New Year Letter
Midyear Letter
Annual Letter
Select quantity:

Please imprint my signature on page one.  

 
Two Issues
(select two)
   
New Year Letter
Midyear Letter
Annual Letter

Select quantity:

Starting Issue:
Please imprint my signature on page one.  

Three Issues
   
  New Year Letter, Midyear Letter, & Annual Letter

Select quantity:

Starting Issue:
Please imprint my signature on page one.  


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

#4421 — $ View price chart

One Issue
(select one)
   
New Year Letter
Midyear Letter
Annual Letter
Select quantity:  

Two Issues
(select two)
   
New Year Letter
Midyear Letter
Annual Letter

Select quantity:

Starting Issue:

Three Issues
   
  New Year Letter, Midyear Letter, & Annual Letter

Select quantity:

Starting Issue:


3. Newsletter Copy and Art on CD - Easy to customize
Two options on one CD make customizing your newsletter a snap!
For you — ASCII and Word files to create your own custom newsletter.
For your local printer — the original Quark 4.0 and PDF files used to create the newsletter (graphics and fonts included).
#4422CD
$261 for one issue
  $472 for two issues
  — $669 for all three issues
One Issue
(select one)
   
New Year Letter
Midyear Letter
Annual Letter
 
Two Issues
(select two)
   
New Year Letter
Midyear Letter
Annual Letter
Starting Issue:


Three Issues
   
  New Year Letter, Midyear Letter, & Annual Letter
Starting Issue:



4. Word Processing Letter Master via e-mail
You can have the word processing letter master e-mailed to you (Word files only). Edit and print the Letter on your desktop printer.
#4424E
$235 for one issue
  $422 for two issues
  — $603 for all three issues
One Issue
(select one)
   
New Year Letter
Midyear Letter
Annual Letter

 

Two Issues
(select two)
   
New Year Letter
Midyear Letter
Annual Letter
Starting Issue:


Three Issues
   
  New Year Letter, Midyear Letter, & Annual Letter

Starting Issue: