Improve Your Tax Writing Skills

Learn to communicate more effectively and polish your tax writing skills.

Much of the high-value work performed by tax professionals results in some type of a written document – from a very formal tax research memorandum to a more casual email. However, many tax professionals do not write effectively; and this inability to write well may diminish the perceived value of their research and analysis. The good news is that good writing is not innate but is a learned skill. A key objective of this topic is to demystify the writing process for tax professionals. You will examine how to incorporate the results of your tax research into a standard tax memorandum. Next, we will explore how to communicate technical information in non-technical terms by modifying the content of the tax memo into a letter to your client. Finally, we will look at the most common communication – email. This material will also include tips and tricks to polish your writing and will address practical writing concerns of the tax professional.

Learning Objectives

• You will be able to define the elements of a tax memorandum.
• You will be able to describe the iterative process of tax research and tax writing.
• You will be able to recognize common errors in grammar and sentence construction.
• You will be able to review your written tax document to ensure it is written appropriately for the intended audience.