MOSTAD & CHRISTENSEN
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Tax Planning Letters - Printed

Mostad & Christensen’s Tax Planning Letters are printed 4-page tax client newsletters that help small accounting firms build relationships with high-value clients by stressing the importance of tax planning during key times each year.

  • Create demand for tax planning appointments by emphasizing the importance of the three critical tax planning times throughout the year: New Year, Midyear and Year-End.
    • New Year Issue: Encourage scheduling an appointment to create a tax-savings strategy for the upcoming year. Provide tips that prepare clients for tax-filing season.
    • Midyear Issue: Promote a midyear tax-planning appointment to review client strategy and to act on tax-saving opportunities while there’s still time.
    • Year-End Issue: Stress the importance of a year-end tax planning appointment to take advantage of last-minute tax moves and to prepare for the coming filing season.
  • Create and reinforce a one-to-one connection with the personalized client letter.
  • Educate your clients about relevant tax topics they can apply to their tax situations.
  • Generate billable hours by stressing the importance of year-round tax planning appointments.
  • Strengthen your client relationships and loyalty with regular contact.
Boost Response
For a knockout marketing combination, team up the printed Tax Planning Letter with the Online Tax Planning Letter.


Request Sample

 


"After I used the Midyear Tax Planning Letter for the first time, I got such a great response from my clients I signed up for the Year End and New Year issues."

Leslie Martin, CPA
Solana Beach, CA • (858) 603-0652
M&C subscriber for 4 years

 

Note: If you would like to have your handwritten signature imprinted on page one, please email 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

 

To have your logo imprinted on newsletters:


  • Email your logo to service@mostad.com
  • Acceptable file formats: .eps or .tif
  • Minimum resolution: 300 dpi
 


"After I used the Midyear Tax Planning Letter for the first time, I got such a great response from my clients I signed up for the Year-End and New-Year issues."


Leslie Martin, CPA
Solana Beach, CA • (858) 603-0652
M&C subscriber for 5 years

See discount pricing
Quantity Price Savings each
50 $200.00  
75 $210.00 save 30%
100 $222.00 save 45%
125 $260.00 save 48%
150 $306.00 save 49%
175 $350.00 save 50%
200 $380.00 save 53%
225 $405.00 save 55%
250 $450.00 save 55%
275 $495.00 save 55%
300 $510.00 save 58%
325 $546.00 save 58%
350 $574.00 save 59%
375 $600.00 save 60%
400 $628.00 save 61%
425 $663.00 save 61%
450 $693.00 save 62%
475 $722.00 save 62%
500 $750.00 save 63%
550 $803.00 save 64%
600 $864.00 save 64%
650 $923.00 save 65%
700 $980.00 save 65%
750 $1035.00 save 66%
800 $1088.00 save 66%
850 $1156.00 save 66%
900 $1197.00 save 67%
950 $1254.00 save 67%
1000 $1290.00 save 68%
1100 $1397.00 save 68%
1200 $1512.00 save 69%
1300 $1612.00 save 69%
1400 $1708.00 save 70%
1500 $1785.00 save 70%
1600 $1872.00 save 71%
1700 $1972.00 save 71%
1800 $2052.00 save 72%
1900 $2147.00 save 72%
2000 $2180.00 save 73%
  • Number of issues
Qty:
  • Weight
    2.0000 lbs
  • SKU
    4423
  • Number of issues
    One Issue (select one below), Two Issues (select two below), Three Issues
  • New Year Issue
    Yes, No
  • Midyear Issue
    Yes, No
  • Year-End Issue
    Yes, No
  • Imprinted
    Yes, No
  • Please imprint my signature
    Yes, No

Key Features

  • Personalized for your firm in four places
    • Firm name and logo (optional) within the newsletter heading
    • Your signature on front-page cover letter
    • Firm contact information in cover footer
    • Firm contact information on back page
  • Introductory, personalized cover letter
  • Compelling, relevant graphics and images capture reader attention
  • Available in multiple formats: Printed, online newsletter and editable text for email
  • Issued three times per year:
    • New Year (January)
    • Midyear (June)
    • Year-End (October)
  • Produced on high-quality paper, folded and ready to be placed in #10 envelope
  • All articles CPA/EA written & reviewed
  • Available discounts based on quantity and number of issues purchased

Product Specifications:

  • Four page, full color newsletter
  • Each newsletter contains 3-4 articles
  • Average article word count: 300-400 words
  • 11”x 17” flat, folded to 8.5” x 3.625” (fits standard business envelope)
  • Sold in quantities of 25
  • Produced on 80 lb. Anthem Plus Matte paper