Writing Homework Help

Cuyamaca College Meeting Invitation Emails

 

below for email details and additional notes. Prepare all three emails in a single word document.
Make sure to include all email fields (from, sent, to, subject). Upload to Turnitin by class end
time.

1. Request for information about your CPA practice. Note: Andy Walters is an existing, long-
time client.
From: William Davis
Sent: Tuesday, November 16, 2021 8:27 AM
To: <your name>
Subject: CPA Services
 

Andy Walters gave me your name. I have a small computer services consulting business and
am looking for a CPA firm that can help with accounting and tax issues. My company is an LLC
and I have two partners. We have four employees. Our bank requires a financial statement
review each year. We need the review and our business tax return completed by May 15th. We
would also want the three partner’s individual tax returns prepared by your firm.
 

If you are interested in working with us can you give me some information about your firm? Can
you meet the May 15th deadline? Can you provide a fee estimate?
 

I look forward to hearing from you.
 

Thanks,
 

William Davis
Computer Technologies LLC
 

Notes for Email 1: Assume you are a CPA working for a local public accounting firm called
Allen, West and Dove, LLP. Your firm provides tax and accounting services including audit,
reviews and compilations. There are three partners and a professional staff of sixteen. Financial
statement reviews typically cost from $6,000 to $18,000. Individual income tax return
preparation typically ranges from $1,500 to $3,500 while business returns range from $2,500 to
$12,000.

2. Request for technical information from a client of your firm:
From: Angela Boyd  
Sent: Tuesday, November 16, 2021 9:10 AM
To: <your name>
Subject: Question
 

Hi <your name>. Hope you are doing well. We purchased a commercial rental building last year
and our tenant paid six months’ rent in advance. The rent covers November and December of
2020 and the first four months of 2021. I appreciate getting the cash up front, but now that I
have had time to think about it, will this cause a tax problem for us?  How do we treat this
prepaid rent for tax purposes? Do we recognize in 2020, 2021, or both?
 

Angela
 

Notes for Email 2: Consult IRS Topic Number 414 Rental Income and Expenses if you have
questions on the tax treatment of advanced rent (https://www.irs.gov/taxtopics/tc414).  
 

3. Prepare an email inviting the parties to this meeting.
Important info:   
• Today is November 16, 2021
• Members of the Audit Committee: Richard Baxter and Penny Arthur
• Executive Management: CEO Patty Byers, CFO Emma Besler
• Audit Partner: Mary Epstein
• The deadline for the audit opinion is December 31, 2021
• There were some contentious issues that arose during this year’s audit
• The suitable conference room in your office building is the “Walter Allen Conference
Room”
• You should create any other necessary details on your own and they should be
reasonable
 

Notes for Email 3: Assume you are the controller for a mid-range manufacturing firm located in
San Diego. The annual audit has been nearly completed and you want to schedule a meeting
with the Audit Committee of the Board of Directors, the audit partner, and the executive
management team to discuss issues that arose during the audit and to receive final “sign-off” on
management’s assertions and the audit opinion. This must be completed before the audit
opinion can be released. Prepare an email invite for this meeting.