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Get the free Sample Closing Letter - The Bar Plan

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This document provides guidelines and a template for drafting a Closing Letter, which is used to formally conclude the attorney-client relationship and to protect against potential misunderstandings
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How to fill out sample closing letter:

01
Start by addressing the recipient of the letter. Use their name and professional title if applicable.
02
Clearly state the purpose of the closing letter. Whether it is to express gratitude, summarize important points discussed, or officially conclude a business transaction, make it evident.
03
Provide a brief summary of the main discussion points or actions taken during the correspondence or meeting.
04
Include any necessary details or instructions for future steps or follow-up actions.
05
Express appreciation or gratitude for the recipient's time, cooperation, or assistance.
06
Close the letter with a professional closing, such as "Sincerely" or "Best regards," followed by your name, job title, and contact information.

Who needs a sample closing letter?

01
Individuals or businesses involved in formal correspondence or negotiations.
02
Professionals sending closing notifications, such as lawyers, consultants, or real estate agents.
03
Organizations or individuals concluding business agreements, contracts, or partnerships.
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A sample closing letter is a document that is sent by the Internal Revenue Service (IRS) to confirm the closing of an audit or examination of a taxpayer's returns.
The IRS is responsible for sending the sample closing letter to the taxpayer after the completion of an audit or examination.
The sample closing letter is prepared by the IRS and the taxpayer does not need to fill it out.
The purpose of the sample closing letter is to officially notify the taxpayer that the audit or examination has been concluded and provide details of the findings.
The sample closing letter typically includes information about the audit or examination findings, any adjustments made to the taxpayer's returns, and instructions on how to proceed if the taxpayer disagrees with the conclusions.
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