2024 Taxes New Intake

I hope this message finds you well and that you had a wonderful Thanksgiving.

My name is Kathy, and I am reaching out to inquire about your services for preparing individual tax returns for the 2024 tax year. As a new client, I would greatly appreciate the opportunity to discuss how you can assist me with my tax filing needs.

To provide some context, I am seeking professional assistance to ensure that my tax return is filed accurately and efficiently. My previous tax preparer has retired and discontinued their practice, prompting me to seek a new professional to handle my taxes moving forward.

Could you kindly confirm if you are currently accepting new clients for the 2024 tax season? If so, I would appreciate guidance on the next steps to get started. Additionally, I would like to know which documents or information you require to facilitate a smooth and seamless process.

I am happy to provide a copy of my 2023 tax filing for your review if that would be helpful.

Thank you in advance for your time and assistance. I look forward to the possibility of working with you.

Best regards,
Kathy