The Efficient Advisor: Tactical Business Advice for Financial Planners 324: Year-End Tax Letter: A Simple System That Saves Your Clients (and You) Time
Nov 21, 2025
Learn how to craft a high-value year-end tax letter that simplifies the tax season for clients and their CPAs. Discover what essential documents to include and how to showcase your year-long efforts as an advisor. The podcast offers practical workflow tips to make the letter preparation systematized and stress-free. Enhance your communication, strengthen client relationships, and position yourself as the go-to resource during tax time. Get ready to elevate the client experience with streamlined processes!
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Client Testimonial: From Drowning To Clarity
- Jessica Cole shared she came to Libby 'drowning' with an understaffed team and too many referrals.
- Libby's help clarified firm vision and tailored processes, enabling better client focus.
Send A One-Page Tax Roadmap
- Create a one-page year-end tax letter that lists what clients should gather and what happened in their accounts.
- Frame it as a value-add and partnership with their tax professional to reduce tax-season stress.
Planning Loses Value Without Communication
- Tax planning fails when clients don't communicate planner actions to their preparer, nullifying value created.
- A proactive summary ensures clients and CPAs capture the tax benefits of financial planning.