Helping Your Clients with Clear Concise Communications

Helping Your Clients with Clear Concise Communications  

Taxes and Running a Business as an Entrepreneur are difficult enough without having to wonder about what to do and when. For over twenty years each and every one of our invoices to clients have detailed not only the work done but clear concise constructive communication that a client can use to stay aware of their responsibilities and duties as a business owner. The below sample client letter is indicative of the advice we might give to the owner of an S Corporation or an LLC that has legally converted to an S Corporation is presented below. If a particular client has other strategic and specific needs, these are presented first as well as highlighted for ease of review. 

Client Contact

Client Name  

This is to confirm that you are handling all payroll and 1099 issues, your county property tax report, and your business license.  

This is to confirm that you are aware of the need to have annual Board of Directors, Officers, and Shareholder's Minutes meetings and that each year you should pay the annual fee with the Secretary of State's Office to renew your corporations annual registration.  

Please be advised that it is necessary for you, given position and profit, to take reasonable compensation, in the form of salary, for your services to the corporation.  

Please be reminded that you are required to keep a by day log to support business miles.  

It is an honor to serve you. If you know anyone looking for a Good CPA, please let me know and feel free to refer him or her to my web site at www.hiscpa.com  

Very Sincerely Yours, John C. Dillard, CPA, President

John Dillard is an Christian Speaker/Author and Certified Public Accountant. To See how he takes Christ along with him to work visit http://www.hiscpa.com / and for his latest book Overcoming Life's 9/11's: Job's Journey visit http://www.john-dillard.com/