transcript and financial analysis summary

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  • #36631
    Joseph Damiens
    Participant

    does anyone provide the client with a summary letter after the transcript and/or financial analysis? I’m thinking something addressing outstanding returns, penalties, what we need to get into compliance, RCP and proposed resolutions. If so, is anyone willing to share a template letter?

    #36785
    Eric Green
    Keymaster

    Joseph I usually send them the THS report and in an email highlight the things I want them to focus on.

    #37065
    Raymond Garnsey
    Participant

    I also provide my clients with the THS report as well.

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