Tax Preparer Appraisal Letter Template

[Mention the name of the sender]

[Mention the name of the company of the sender]


[Zip code]


[Phone Number]


Subject: Appraising your performance as a Tax Preparer

Dear: [Mention the name of the addressee]

Ever since you started working with [mention name of the company or organization] for the last [mention no. of years] you have served as a major addition on which we can rely and trust.

As a capable employee, you have demonstrated your ability to add value to everything that we are doing with the help of your dedication, creativity, and resourcefulness.

If you continue to work hard like this, I am sure you will be able to develop your working skills even more as you thrive towards achieving all your goals.

We are happy to let you know that you did such a good job of handling the assignments given to you and keeping up with the demands of the business that the majority of our clients are satisfied with the work done and success achieved.

Your multi-tasking and interpersonal communication skills along with an eye for detail impressed them the most.

Your conducting client interviews to get information on deductible expenses, allowances, and taxable income, reviewing various financial records such as receipts of expenditures, income statements, and previous tax returns to determine a strategy for preparing current returns showed your efficiency and organizational skills.

You amazed us to a great extent when in the recent tax season, you administered (mention the no.) of reports maintaining 100% accuracy and ensuring maximum client benefit as permitted by law.

We would like to inform you that before your yearly evaluation, we would like to suggest you go for a bit more thorough understanding of the industry.

We are sure that after taking care of this little area of improvement, no one will be able to stop you from achieving greater success.

Good luck to you as I look forward to seeing greater accomplishments shared by you with us in the future.


[Mention the name of the sender]

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