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CPA Client Termination Letter

Saturday, September 30th 2017. | Sample Letters

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[Your Firm’s Letterhead]

[Date]

[Client Name]
[Client Address]

RE: Termination of Professional Services

Dear [Client Name],

This letter is to formally notify you of our decision to terminate our professional services agreement effective [Date of termination].

[Optional: Briefly state the reason for termination, if appropriate and ethical. For example: ]
We are restructuring our firm’s client portfolio and can no longer provide the specialized services your company requires.
We have determined that there is a conflict of interest that prevents us from continuing our engagement.

[Continue with general statement about the termination:]

We will complete all outstanding work related to [Specify the final tasks or projects to be completed] by [Date of completion]. We will also assist you in transitioning your accounting records and information to a new provider of your choice.

We appreciate the opportunity to have served you over the past [Number] years. We wish you continued success in your business endeavors.

Please contact us at [Phone number] or [Email address] if you have any questions or require assistance during this transition.

Sincerely,

[Your Name/Firm Partner Name]
[Your Title]

Important Notes:

Professional Tone: Maintain a professional and respectful tone throughout the letter, even if the termination is due to difficulties with the client.
Ethical Considerations: Review the AICPA Code of Professional Conduct to ensure your termination process complies with ethical guidelines.
Confidentiality: Do not disclose confidential client information in the letter.
State Regulations: Be aware of any state-specific regulations regarding client termination procedures.
Client Records: Clearly state how you will handle the transfer of client records to avoid any confusion or disputes.
Consult an Attorney: If you have concerns about potential legal issues related to terminating a client, it’s advisable to consult with an attorney.

CPA Client Termination Letter :

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CPA Client Termination Letter

CPA Client Termination Letter :

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