Solicit Opinion Tax Letter

Write this type of letter when you are soliciting an opinion regarding a tax-related topic. You will likely need to modify this letter sample at least somewhat so that it most closely matches what you want to communicate. Include in your letter any pertinent details.

[Your letterhead, if desired; if not, your return address]

[Date of letter-month, day, and year]

[Recipient's first and last names]
[Company name]
[Street or P.O. box address]
[City, State ZIP code]

Dear [recipient's name]:

I am writing to you today to solicit your opinion regarding my annual income taxes. As a certified public accountant in this state, I trust that you will be able to advise me. I need some guidance regarding which self-employment expenses I can include in my tax filing. I also would like to know how I should go about doing so. I also have some other miscellaneous minor questions regarding self employment and income tax. Because this is my first year of self employment, I am still learning the ins and outs of taxes and running my own business.

Please call or email me so I can glean this information from you. Please also let me know what your fee would be to answer a couple of quick questions like these. If it would be best to meet in person, I would be happy to set up an appointment with you in the near future. So just let me know about that. I look forward to hearing from you, and thank you in advance for your assistance.

Sincerely,

 

[Signature]

[Sender's first and last names]