When it becomes necessary for an accounting firm to terminate a client relationship, it is important to memorialize this action in a confirming letter to the client. A letter provides written evidence of when the resignation occurred and instructions to the client regarding needed follow-up on tax, accounting, and other matters about which the firm previously advised the client.
The letter should be factual. It should document when services ended, any outstanding issues regarding work in process, fees owed to the CPA firm, client records, and items requiring follow-up or completion by the client. In most situations the termination should become effective as of the date of the letter.
Title: Bexar Texas Resignation Letter from Accounting Firm to Client: Reference to Outstanding Amount Owed, Work in Progress, and Return of Client's Records Introduction: A Bexar Texas Resignation Letter from an Accounting Firm to a Client with reference to outstanding amount owed, work in progress, and return of the client's records is a formal communication aimed at terminating the professional relationship between an accounting firm and its client. This letter serves as a means to inform the client about the resignation, address any outstanding financial obligations, and outline the process for the return of records in a professional and thorough manner. 1. Bexar Texas Resignation Letter from Accounting Firm to Client — Standard Format:Title: Bexar Texas Resignation Letter from Accounting Firm to Client: Reference to Outstanding Amount Owed, Work in Progress, and Return of Client's Records Introduction: A Bexar Texas Resignation Letter from an Accounting Firm to a Client with reference to outstanding amount owed, work in progress, and return of the client's records is a formal communication aimed at terminating the professional relationship between an accounting firm and its client. This letter serves as a means to inform the client about the resignation, address any outstanding financial obligations, and outline the process for the return of records in a professional and thorough manner. 1. Bexar Texas Resignation Letter from Accounting Firm to Client — Standard Format:
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.
