Tax Resolution Outreach Templates for Past Clients
At TaxCure, we're committed to helping our Pro Members grow their practices by providing real-world tools and strategies that have worked for other professionals in the industry. This guide is part of that mission — giving you a simple, proven way to generate more tax resolution clients by reconnecting with past clients who already trust you.
Many tax professionals have a goldmine of opportunity sitting quietly in their past client lists. If you've offered tax preparation or bookkeeping services over the years, you likely have clients who either have unresolved tax issues or will at some point. But here's the problem: they may not know you offer tax resolution services.
To help you tap into this opportunity, we’ve created customizable referral letter templates that you can send to prior clients—either by mail or email—to let them know you're here to help when tax problems arise. These letters are designed to be professional, personal, and effective at re-engaging your client base and positioning you as the first person they call when trouble strikes.
Why These Letters Work
Most clients assume that tax prep and tax problem-solving are handled by different professionals. If you haven’t explicitly told them you offer tax resolution, they may go elsewhere—even to one of the big national firms they see online or on TV.
These letters work because:
- They tap into the existing client base, who already has trust in you.
- They position you as a full-service provider who can help in a crisis.
- They serve as a gentle, professional reminder that you’re still here—and more valuable than ever.
- They help you build a long-term relationship with clients across all stages of their financial journey.
- This is a very cheap form of marketing compared to other marketing methods.
What You’ll Find in This Guide
Below you’ll find links to download three fully written, customizable referral templates:
- 📄 Physical Letter Template for Mailing
- 📧 Email Template #1: Announcement of Services
- 📧 Email Template #2: Friendly Reminder with Referral Ask
Each is editable so you can personalize them with your firm name, client name, services, and contact details.
| Template Type | Best Used For | Delivery Method | Tips |
|---|---|---|---|
| Physical Letter | Loyal or high-value past clients | Feels more personal and impactful. Great for re-engaging long-time or higher-touch clients. | |
| Email Template #1 | All prior clients | Email blast | Send during slower periods (not peak tax prep season). Mid-year or late-year is ideal, especially when IRS/state notices begin to go out. Great timing also includes early tax season to remind clients of your full range of services. |
| Email Template #2 | Friendly reminders or follow-ups | Ideal for follow-up outreach a few months after the first email. Can be timed with notice cycles or holiday/end-of-year check-ins. Rotate content slightly to stay top-of-mind. |
How to Use the Templates
1. Customize the Messaging
- Update [CLIENT NAME], [COMPANY NAME], and your contact info.
- If you’ve always offered tax resolution, update phrases like “we’ve recently expanded” to something like “we also offer tax resolution services.”
- Add a sentence or two about your approach or results if you want to make it more personal (e.g., “We’ve helped dozens of clients reduce or eliminate IRS debt.”)
2. Choose Your Format
- Use the physical letter template for your best or most loyal past clients—it feels personal and stands out more than email.
- Use the email templates to reach larger segments of your client database. Email is especially effective when you add a link to schedule a free consultation via Calendly or your website.
3. Send Consistently (and Thoughtfully)
Don't assume your clients already know you offer tax resolution services — many don’t, even if you've mentioned it before. These outreach templates can serve as gentle, professional reminders that you're available to help if a tax problem ever arises.
Here are some best practices:
- Send to all past clients, not just those you suspect have tax issues. You never know who may be quietly struggling or who might refer a friend or family member in need.
- Send multiple times per year — people don’t open every email, and sometimes the message needs to land at the right moment. Sending 2–3 versions of this email annually (e.g., early in tax season, mid-year, and right before deadlines) increases your chances of being top-of-mind.
- Slightly tweak each version so it doesn’t feel repetitive. You can rotate different subject lines or highlight specific services in each email.
- Use your marketing tools like Mailchimp, Constant Contact, HubSpot, or whatever system you use to schedule and automate these emails to save time and stay consistent.
The point is to maintain a helpful presence in your clients’ inboxes so that when a tax issue comes up, you're the first person they think of.
4. Include a Call to Action
Each letter includes a CTA inviting them to book a free consultation. Make sure your contact info and booking link are easy to find and use.
Pro Tip: Mention It in Your Tax Prep Conversations
Even if you’re mailing or emailing these letters, start planting the seed during tax season conversations:
“By the way, we also help clients who have past tax debt or are facing IRS letters. If you or someone you know ever runs into that kind of issue, reach out. We can help.”
Don’t Miss Out on Clients You Already Have
Clients trust you with their taxes. Don’t let them go elsewhere when they need more help. A simple letter or email can turn a past tax prep client into a high-value tax resolution engagement—and reinforce your value for years to come.
📎 Download the Templates:
- Download the Physical Letter Template (Word)
- Download Email Template #1 (Word)
- Download Email Template #2 (Word)