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Client memo tax return formatting Firm name Firm address line 1 Firm address line 2 Memorandum Date: To: Client name Client address line 1 Client

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Firm name Firm address line 1 Firm address line 2 Memorandum Date: To: Client name Client address line 1 Client address line 2 Dear Client, Thank you for the opportunity to work with you and perform your Federal individual income Tax Return We have completed your return, and it is ready for review and filing. Your taxable income is Scooox, and tax liability is Saxoo Your tax payments added up to Socco, so you made an (over/under) payment of $xxcox, which will be returned via direct deposit to your bank account. Below are some highlights from your return Business income totaled Swxxx. Include other findings here (ie. Capital gains/losses, net capital gains/losses, taxable income, other income) We used your itemized/standard) deductions of cowo. (Explain in detail if deductions are itemized) *if self-employed, and if tax credits apply: You received a qualified business deduction of Scocok and a deduction of Sxxxcox for self-employment taxes. You also received a Sxocoa deduction for the_tax credit. The self-employment tax from income earned is _ Thank you for the opportunity to perform your return. We appreciate your continued support of our business. Let us know if you have any questions regarding your return, we can be reached at 2001-2004 xox and are happy to answer any of your questions. Sincerely, Tax Preparer Firm name Firm address line 1 Firm address line 2 Memorandum Date: To: Client name Client address line 1 Client address line 2 Dear Client, Thank you for the opportunity to work with you and perform your Federal individual income Tax Return We have completed your return, and it is ready for review and filing. Your taxable income is Scooox, and tax liability is Saxoo Your tax payments added up to Socco, so you made an (over/under) payment of $xxcox, which will be returned via direct deposit to your bank account. Below are some highlights from your return Business income totaled Swxxx. Include other findings here (ie. Capital gains/losses, net capital gains/losses, taxable income, other income) We used your itemized/standard) deductions of cowo. (Explain in detail if deductions are itemized) *if self-employed, and if tax credits apply: You received a qualified business deduction of Scocok and a deduction of Sxxxcox for self-employment taxes. You also received a Sxocoa deduction for the_tax credit. The self-employment tax from income earned is _ Thank you for the opportunity to perform your return. We appreciate your continued support of our business. Let us know if you have any questions regarding your return, we can be reached at 2001-2004 xox and are happy to answer any of your questions. Sincerely, Tax Preparer

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