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: Houston, Texas Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed, Work in Progress, and Return of Client's Records Introduction: In the bustling city of Houston, Texas, where business thrives and opportunities abound, we, as an accounting firm, strive to deliver top-notch services to our valued clients. However, circumstances may arise that compel us to part ways professionally. In this detailed description, we present various types of resignation letters from the accounting firm to clients based in Houston, Texas, explaining outstanding amounts owed, work in progress, and the process of returning client's records. 1. Standard Resignation Letter: Dear [Client's Name], We hope this letter finds you in good health and spirits. After careful consideration, we regretfully tender our resignation as your accounting firm, effective [resignation date]. Despite our best efforts to meet your financial needs and expectations, we have encountered challenges with the outstanding amount owed to our firm. 2. Resignation Letter with Explanation of Outstanding Amount Owed: Dear [Client's Name], Warm greetings to you! It is with a heavy heart that we write this letter to inform you of our decision to resign as your accounting firm, effective [resignation date]. Throughout our time working with you, we have persistently attempted to address the matter of the outstanding amount owed to our firm. Despite our dedicated efforts, we regret to inform you that these obligations remain unpaid. 3. Resignation Letter Addressing Outstanding Amount Owed and Work in Progress: Dear [Client's Name], We extend our sincerest wishes for your well-being. It is with deep regret that we tender our resignation as your esteemed accounting firm, effective [resignation date]. Alongside the issue of the outstanding amount owed to our firm, we also need to address the work in progress. Despite our best intentions to complete it, various factors have hindered the successful resolution of this matter. 4. Resignation Letter Addressing Return of Client's Records: Dear [Client's Name], Greetings! We hope this correspondence finds you doing well. It is with a heavy heart that we announce our resignation as your trusted accounting firm, effective [resignation date]. As we part ways professionally, we wish to inform you about the procedure for returning your essential records and documents. Conclusion: Resignation letters from accounting firms to clients in Houston, Texas require careful consideration and attention to detail. They address various aspects including outstanding amounts owed, work in progress, and the return of client's records. However, it is crucial to tailor the letter to the specific circumstances and maintain a professional tone throughout. By adhering to ethical practices and transparent communication, both parties can ensure a smooth transition, even in the face of separation.Title: Houston, Texas Resignation Letter from Accounting Firm to Client with Reference to Outstanding Amount Owed, Work in Progress, and Return of Client's Records Introduction: In the bustling city of Houston, Texas, where business thrives and opportunities abound, we, as an accounting firm, strive to deliver top-notch services to our valued clients. However, circumstances may arise that compel us to part ways professionally. In this detailed description, we present various types of resignation letters from the accounting firm to clients based in Houston, Texas, explaining outstanding amounts owed, work in progress, and the process of returning client's records. 1. Standard Resignation Letter: Dear [Client's Name], We hope this letter finds you in good health and spirits. After careful consideration, we regretfully tender our resignation as your accounting firm, effective [resignation date]. Despite our best efforts to meet your financial needs and expectations, we have encountered challenges with the outstanding amount owed to our firm. 2. Resignation Letter with Explanation of Outstanding Amount Owed: Dear [Client's Name], Warm greetings to you! It is with a heavy heart that we write this letter to inform you of our decision to resign as your accounting firm, effective [resignation date]. Throughout our time working with you, we have persistently attempted to address the matter of the outstanding amount owed to our firm. Despite our dedicated efforts, we regret to inform you that these obligations remain unpaid. 3. Resignation Letter Addressing Outstanding Amount Owed and Work in Progress: Dear [Client's Name], We extend our sincerest wishes for your well-being. It is with deep regret that we tender our resignation as your esteemed accounting firm, effective [resignation date]. Alongside the issue of the outstanding amount owed to our firm, we also need to address the work in progress. Despite our best intentions to complete it, various factors have hindered the successful resolution of this matter. 4. Resignation Letter Addressing Return of Client's Records: Dear [Client's Name], Greetings! We hope this correspondence finds you doing well. It is with a heavy heart that we announce our resignation as your trusted accounting firm, effective [resignation date]. As we part ways professionally, we wish to inform you about the procedure for returning your essential records and documents. Conclusion: Resignation letters from accounting firms to clients in Houston, Texas require careful consideration and attention to detail. They address various aspects including outstanding amounts owed, work in progress, and the return of client's records. However, it is crucial to tailor the letter to the specific circumstances and maintain a professional tone throughout. By adhering to ethical practices and transparent communication, both parties can ensure a smooth transition, even in the face of separation.
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.
