dwetz1
Level 2
06-01-2023
06:51 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am selling my tax business to another preparer. When I let my clients know, can I give them an opt out form before I give their information to the other preparer or does it need to be an opt in? Is there an official form to use or can I create my own wording?
Best Answer Click here
Labels