Settlement Letters

The 4 Worst Tax Time Settlement Letter Mistakes…And How to Avoid Them!

By | Data Analytics‏, Performance Management, Settlement Letters | No Comments

‘Tis the season…Settlement Letter season! Barely a day has passed, since the first week of January, that we haven’t received a client request to send settlement letters on their accounts. Some clients have even gone so far to provide us their own “special letter” using their language (Awesome!).

Without proper preparation and a sound strategy, I honestly feel we could call the first quarter “how to waste money on postage season”!

Over my 20+ years in this industry, here are 4 mistakes I review and reference during this time of the year. Read More