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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- authorization to transfer client files
authorization to transfer client files
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JackW
Level 3
07-21-2021
02:30 PM
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A CPA is retiring and selling client list. A letter is required to be sent to clients which when signed will authorize the transfer of client files to new CPA. I am looking for a letter template for this.
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sjrcpa
Level 15
07-21-2021
03:27 PM
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Check with:
Your professional liability insurance carrier
AICPA if you are a member
The more I know, the more I don't know.
