CPA Client Transfer Letter Sample with Examples [Word]

A CPA (Certified Public Accountant) Client Transfer Letter is a formal document that is used when a CPA or accounting firm needs to inform a client that they will no longer be providing accounting or tax services, and that the client's account will be transferred to a new CPA or firm.  

It demonstrates professionalism and adherence to ethical standards within the accounting profession. Informing clients of a change in service provider in a formal manner is considered a best practice. 

It provides clear and transparent communication to the client regarding the impending transfer of their accounting or tax matters to a new CPA or firm. Effective communication is essential to maintain trust. 

Sample CPA Client Transfer Letter with Examples [Word Editable]

The need for a CPA Client Transfer Letter arises for several important reasons: 

• Professionalism 
• Communication 
• Client Notification 
• Client Consent 
• Data Privacy and Security 

• Client Relationship 
• Transition Planning 
• Client Questions: The letter may provide contact information for the new CPA or firm to address any questions or concerns that the client may have regarding the transition. 
• Liability and Disengagement 
• Regulatory Compliance: Compliance with regulatory and licensing requirements in the accounting profession may necessitate a formal transfer letter as part of the client engagement process. 

• Documentation: It serves as a formal record of the client's notification of the change and their consent, if applicable. This documentation can be valuable in case of any disputes or inquiries in the future. 
• Client Records: It may address the retention and transfer of client records, emphasizing the importance of maintaining these records for the client's benefit. 

CPA Client Transfer Letter is a critical document that ensures a smooth and professional transition of client services from one CPA or firm to another. It provides transparency, maintains client trust, and helps the client understand the reasons for the change in service providers. Additionally, it serves to protect the interests of both the client and the accounting professionals involved.