NEW CLIENT WELCOME LETTER
(Date)
(Taxpayer)
(Address)
Dear (Taxpayer) :
Thank you for choosing our/my firm. We/I will work on your behalf to maintain the confidence you have in us/me by
selecting our/my firm.
Enclosed is a copy of our/my firm’s “PRIVACY...
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NEW CLIENT WELCOME LETTER
(Date)
(Taxpayer)
(Address)
Dear (Taxpayer) :
Thank you for choosing our/my firm. We/I will work on your behalf to maintain the confidence you have in us/me by
selecting our/my firm.
Enclosed is a copy of our/my firm’s “PRIVACY POLICY” for your consideration in complying with our request.
In order to compile a complete file, please provide copies of the following documents:
Select Items To Be Requested
____ From your corporate record book:
Articles of Incorporation and Bylaws
Minutes
Stock register
____ Partnership agreement
____ Depreciation schedules
____ Tax returns for ______, ______, and ______/the years ended ______, ______ and ______
____ Financial statements for the year(s) ended ______, ______, and ______
____ Buy/sell agreement(s)
____ Employment agreement(s)
____ Lease agreement(s)
____ Loan agreement(s)
____ Tax elections and related approvals
____ Copies of taxing authority audit reports
____ Will
____ Trust agreement
____
____
Thanks again for ch
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