End of Year Tax Planning Form

Want an easy way to engage clients and prospects in a meaningful way? Send them the “End of Year Tax Planning” form included free with PreciseFP account. Show them that you are not only knowledgeable on ways to save on taxes, but that you are also proactively looking for opportunities for your client to save on their taxes.

This form should be sent out before year-end so that clients can respond in time to take advantage of your offer to dive deeper into this important area of financial planning. Your clients and prospects will think of their advisor as someone who is on the ball and watching out for their best interest.

Don’t be surprised if it brings you more business in the form of new retirement savings accounts or additional deposits made to existing accounts.