Here is a draft of the retirement letter that I am planning on sending. Suggestions appreciated:
Dear Client's Name,
We appreciated the opportunity to prepare your tax return this year. We have enjoyed our professional
relationship for many years.
Now is the time for Joe and myself to begin the next phrase of our lives. Both of us are retiring this year.
This year will be my last tax season.
Please note that I am still available should you receive any notices for this year's or any previous year's
returns. I am also available for Tax Planning for 2023, which would be a separate engagement, should you
desire so.
We wish you the best and please keep in touch.
We will still be monitoring our phone lines at (630)968-1608.
Sincerely,
Thanks!