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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.
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- Re: 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.
