Write a letter to the Smith’s discussing the results of their tax return, remind them of any deduction substantiation rules they need to follow (receipts, mileage log, etc.), offer suggestions for future tax planning (retirement planning, tax implications of impending birth of child, college fund for new child, etc.).

This letter should be 1- 2 pages in length and include proper grammar and spelling. You will need to include hyperlinks to the tax publications that you recommend to your clients.

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