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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

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The CPA Client Termination Letter Sample For Learners you find on this page is a versatile legal template created by experienced attorneys in accordance with federal and state laws and guidelines.
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Unfortunately, we have had to make the difficult decision to terminate our contact effective from [your chosen date]. Due to the recent problems and delays with your project, it's come to our attention that we're not a good fit for each other. Your requirements are outside of the scope of what we do as a company.
Writing out your termination letter A clearly stated intention to move to another account/accounting firm. The dates on which this transition will take place. The information that your current account will need to provide for your new one. Your expectations for any current tasks to be completed.
Dear [Client Name], Over the last [time you've been working together, i.e., 2 years], we have worked diligently to provide you with quality service and value your loyalty to our firm. However, we are writing to inform you that we will no longer be able to provide you with bookkeeping services as of [termination date].
Send a certified or registered letter (so you have a record of receipt) that states your intent to terminate the relationship effective immediately upon receipt of the letter and ordering your accountant to stop working on any matters in process. You don't need to give an explanation; it's not necessary.
It is with regret that I must inform you that I will be severing our therapy arrangements effective immediately. This was a decision made after much consideration and due to your own inability to maintain your appointment schedule.