Hello all. Thanks in advance for your help.

I send a one or two page letter along with an engagement letter, Lacerte's default client letter and Lacerte's organizer.  In my letter I describe options for appointments and data collection. In addition, I will summarize major tax law changes or issues. This year I have been driven crazy trying to come up with a simple version of changes and issues. If anyone is willing to share what you did I would be excited as much as an old man can be. Been using Lacerte since 1978.

Take care,

Warner