Beginner

Client Onboarding Email: Tax Documents Request

A professional, friendly email template for CPA firms to request initial tax documents from new individual clients.

Write a professional and welcoming email to a new tax client, {client_name}. Request the following documents for their {year} tax return: 1. Prior year return 2. All W-2s and 1099s 3. Mortgage interest statements (1098) 4. Closing disclosures for the sale of {property_address}. Mention our secure portal link {portal_link} and a deadline of {deadline_date}.

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