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 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 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 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). 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
Annual Letter
   
Please imprint my signature on page one. (details)

 

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


Please imprint my signature on page one. (details)

Three Issues

  New Year Letter, Midyear Letter, & Annual Letter





Please imprint my signature on page one. (details)

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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
Annual Letter
 




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



Three Issues

  New Year Letter, Midyear Letter, & Annual Letter




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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
— $279 for one issue
  — $504 for two issues
  — $714 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


Three Issues

  New Year Letter, Midyear Letter, & Annual Letter


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4. Word Processing Letter Master via e-mail
You can have the letter master e-mailed to you (Word files only). Edit and print the Letter on your desktop printer.

Item #4424E
— $251 for one issue
  — $450 for two issues
  — $645 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


Three Issues

  New Year Letter, Midyear Letter, & Annual Letter





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