Carta De Referencia - Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed Firm, Work in Progress, and Return of Client's Records

State:
Multi-State
County:
Contra Costa
Control #:
US-02494BG
Format:
Word
Instant download

Description

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.

Para su conveniencia, debajo del texto en espaƱol le brindamos la versiĆ³n completa de este formulario en inglĆ©s. For your convenience, the complete English version of this form is attached below the Spanish version.
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How to fill out Contra Costa California Carta De Renuncia De La Empresa De Contabilidad Al Cliente Con Referencia Al Monto Pendiente Adeudado A La Empresa, Trabajo En Curso Y DevoluciĆ³n De Los Registros Del Cliente?

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Carta De Referencia