Year-end email listing specific deadlines for the coming tax year

In the first week of December, send clients an email listing the specific deadlines they'll face in the coming year, such as estimated payment dates and any filing changes you're aware of, formatted as a simple calendar they can save. Invite them to schedule a planning session before year end.

Why it works: A concrete list of dates gives clients something practical to act on immediately, rather than a general reminder to think about taxes.