Just because a New Year has turned doesn’t mean that you can forget last year’s clients!  Here’s a letter you can use in keeping up with them.

Date

Name
Address
City, ST  ZIP

Name:

It was a pleasure helping you to meet your goals this year.  One of the most important jobs in real estate is making sure Uncle Sam is happy.

I have included the account from your closing at (address).  The best case is that you already have this safely filed away; the worst case is it is “somewhere” in a file.  To make things easier for you, you can use this copy for your accountant.  If your accountant has any questions, please have him or her call me directly and I will be happy to help. 

Points, tax pro-rations, interest pro-rations, and depreciation are all affected by numbers on this closing statement.  These will also affect your income taxes.

It is my goal to be an asset and resource to your real estate past and future.  In terms of the future, please realize that my clients are paying less in income taxes, but they have more income by getting involved in investment property.  I am personally looking for cash flow properties that show an income tax loss.  Do you want me to look for you, too?

Also, now is a good time of year to let me know what your real estate goals are for the next twenty-four months.  This market requires a substantial amount of pre-planning.

Once again, it was a pleasure working with you.

Sincerely,

Walter Sanford
Sanford Systems

P.S.    Please go to www.waltersanford.com/vip for your special services reserved for past clients only.