Tax Research Memo
Tax Research Memo
Sample Format
Raabe, Whittenburg, Sanders
Federal Tax Research, 8e
Your Firm
Your Town and State
Date
Relevant Facts
Specific Issues
Conclusions
Support
Actions to Be Taken
________ Discuss with client. Date discussed ________
________ Prepare a memo or letter to the client
________ Explore other fact situations
________ Other action. Describe:___________________________
_______________________________________________________
Preparer ________ Reviewer ________ Partner ________
................
................
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