Accountant Sales Letter Samples!

There are two cpa and accountant sales letter examples you can model on this page. The first marketing letter is targeted towards business owners. The second letter is targeted towards individuals or families who need tax planning services.

Please read the tips on this page which discusses how to send your letters and the marketing system behind your letters (hint: send more than one letter and keep in contact once per month). This guide is also very helpful.

Account Sales Letter For Business Owners.

Recipients Name
Recipients street address
City, State, Zip

 

Dear (Name),

My name is (Name), owner of (Name of Business) – a top-rated CPA firm located in the (location) area. Given the fact that there are so many changes made to the Federal and State tax laws annually, it is especially important for business owners to stay abreast of them so that they can take advantage of the maximum deductions allowed.

I am writing to offer you a no-obligation introduction to our accounting services. Even if you already have a tax-accountant, it’s educational to get a second perspective on your current tax plan.

Having worked with a wide range of corporations and businesses, including technology firms, legal services, and nonprofits, we are familiar with a wide array business structures and take tremendous pride in our ability to leverage our knowledge into the very best tax strategies for our clients so that they can minimize their required taxes and maximize their tax returns.

Regardless of your business’ size or form (including C corporations, S corporations, business partnerships, non-profits, LLCs even Schedule C sole proprietors) we provide personalized service that is guaranteed to yield a strategic tax plan that benefits you and your business year-round.

I hope that you will take advantage of my offer! If you are interested, please call me at (phone #). I am building long-term trusting relationships with many local businesses and look forward to meeting you.

Sincerely,

Name
Business Name
XXX Street
City, State ZIP
Website | Email
Phone | Fax

This CPA or Account Sales Letter Targets Individuals or Families.

Recipients Name
Recipients street address
City, State, Zip

Dear (Name),

My name is (Name), representing (Name of Business), one of the top-rated CPA firms for individual tax preparation in the (location) area. We specialize in helping high net worth individuals – especially those with businesses or international tax issues (including expatriate tax returns) – develop a tax plan and prepare tax returns that are in their best financial interest.

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Individuals having high incomes, stock options, small business income and other conditions unique to wealth holders, can face complicated Federal and State tax regulations when filing personal taxes. These regulations change almost every year, and compliance and minimization is more complicated than ever.

Our experienced CPAs can save you both time and money by advising you on the best tax strategies designed to maximize the size of your refund and minimizing the personal income taxes you pay to the Federal and/or State government. In addition, we provide IRS audit defense (FBAR compliance) and audited financial statements.

I would like to offer you a complimentary introduction of our services in more detail. There is absolutely no obligation, and I guarantee that it will be an educational experience for you. Please call me at (phone #) for more information. I look forward to hearing from you and hope that we can schedule a meeting at your convenience.

Sincerely,

(Name)

Name
Business Name
XXX Street
City, State ZIP
Website | Email
Phone | Fax

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