Free for CPA and EA firms
The 2027 Season Client Email Kit
January is when every client asks the same questions. "Are my tips tax-free now?" "What is this letter from the IRS?" This kit is 25 plain-English emails your firm can send before they ask, each one with the rule and its source, ready to put on your letterhead.
What is in it
The 2025 law changes
- The tips deduction: who it covers and what it does not
- The overtime deduction: only the extra part counts
- The extra deduction for clients 65 and older
- Car loan interest: new car, US assembly, the VIN
- The new limit on state and local taxes
- Are Social Security benefits taxed now?
- Which of these end after 2028
IRS letters clients bring in
- CP2000: the income on file does not match the return
- CP3219A: a notice of deficiency, with its own deadline
- CP11 and CP12: the IRS changed the return
- CP75: the IRS wants support for a credit
- CP14, CP501 and CP503: a balance is due
- CP504 and CP90: notices of intent to levy
- CP59: no return on file · 5071C: confirm your identity
Season basics
- What to send us before we can start
- Extensions: more time to file, not to pay
- Estimated payments for clients who started freelancing
- Payment plans with the IRS
- Filing late versus paying late
- Claiming "exempt" on a W-4
Every email names its source in the Internal Revenue Code, an IRS publication or the IRS's own page for the letter. Licensed CPAs review the kit before it goes out. Your firm adapts and sends it; VALID does not advise your clients.
Get the kit
Firms on this list get the kit first, as soon as the CPA review is done.