🧮

Tax Preparers & CPAs Template

Professional letter template for reaching out to new businesses as a tax preparer or CPA.

📄 Complete Letter Template

[Your Name] [Your CPA Firm Name] [Phone] • [Email] • [Website] [Date] [Owner Name] [Business Name] [Business Address] Dear [Owner Name], Congratulations on opening [Business Name] here in [City]! Starting a new business is an exciting milestone, and I wish you tremendous success as you build your client base. As a CPA with [X] years of experience helping small businesses in [Region], I know how important it is to get your accounting and tax structure right from day one. Many new business owners don't realize that the decisions they make in their first year can impact their taxes for years to come. I'd love to set up a brief call this week to discuss your business structure and help you understand what records to keep, what deductions you can take, and how to prepare for tax season. Getting organized now will save you time and money later. You can reach me directly at (555) 123-4567 or [your email]. I'm happy to answer any questions you might have about business taxes or accounting. Wishing you all the best in this exciting new chapter. Sincerely, [Signature] [Your Name] CPA [Your Firm Name]

🎯 Customization Tips

1

Mention Your Credentials

Include your CPA license number, years of experience, and any relevant certifications (EA, QuickBooks ProAdvisor, etc.).

2

Reference Local Experience

Mention other businesses you've helped in the same city or region. "I've worked with 15 restaurants in downtown [City]..."

3

Industry-Specific Benefits

Tailor your benefits to their industry. For restaurants: "food cost tracking," for retail: "inventory management," for services: "time tracking."

4

Timing Considerations

If it's tax season, mention "getting ahead of tax season." If it's mid-year, focus on "quarterly planning" or "year-end preparation."

🏢 Industry-Specific Variations

For Restaurants & Food Service

"I specialize in helping restaurants track food costs, manage payroll taxes, and maximize deductions for equipment and renovations."

For Retail & E-commerce

"I help retail businesses with inventory accounting, sales tax compliance, and optimizing their chart of accounts for better reporting."

For Professional Services

"I work with service businesses to set up proper time tracking, manage contractor vs. employee classifications, and plan for quarterly taxes."

For Construction & Contractors

"I help contractors with job costing, equipment depreciation, and managing the complex tax requirements for construction businesses."

📞 Follow-up Strategy

Week 1: Phone Call

"Hi [Name], I sent you a letter about accounting services for [Business Name]. Do you have a few minutes to discuss your tax planning needs?"

Week 2: Email with Resources

Send a helpful resource like "New Business Tax Checklist" or "Quarterly Tax Planning Guide" with a personal note.

Week 3: Second Letter

Different angle: "Tax Planning for Growing Businesses" or "Common First-Year Tax Mistakes to Avoid."

Ready to Find New Tax Clients?

Use this template with fresh business leads from NewBizLeads to reach new businesses in your area.

Get Fresh Leads