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transcript and financial analysis summary

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  • November 4, 2019 at 3:38 pm #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?

    November 6, 2019 at 3:42 pm #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.

    November 12, 2019 at 2:58 pm #37065
    Raymond Garnsey
    Participant

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

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