Tax Research Memo

Sample Format

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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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