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January 5th, 2017 Happy New Year from Hectic Accounting! We hope you have enjoyed the holiday season. Attached you will find the Annual Checklist and a Form 1099 Engagement Letter. Please be sure

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What is annual client letter?

The annual client letter is a document that provides a summary of the client's financial activities and performance over the past year.

Who is required to file annual client letter?

Financial institutions and advisors are required to file annual client letters for each of their clients.

How to fill out annual client letter?

The annual client letter can be filled out by providing detailed information about the client's financial transactions, investments, and any other relevant information.

What is the purpose of annual client letter?

The purpose of the annual client letter is to keep clients informed about their financial status and to document the performance of their investments.

What information must be reported on annual client letter?

The annual client letter must report on the client's financial transactions, investment gains or losses, and any other relevant financial information.

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