Georgia Sample Letter to Client - Withdrawal of Representation
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How to fill out Sample Letter To Client - Withdrawal Of Representation?
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FAQ
Here are 11 steps to take to best disengage from a client. Start With Verbal Communication. ... Explain Your Reasoning, Listen, and Be Empathetic. ... Disengage in Writing. ... Include Your Last Date of Service. ... State Your Work Status/Pending Due Dates. ... Include the Account Balance Status. ... Encourage Retaining a New CPA.
Every time you want to decline to represent a prospective client, you should use a non-engagement letter. Otherwise, you risk the possibility that the prospective client could mistakenly think you're their attorney on a matter.
The letter should include the date of termination, the reason for termination (if applicable), any remaining obligations that either party may have, and an acknowledgement of contributions made by the employee during their time with the company.
Even if the matter is not pending before a tribunal, the ethics rules of most states provide that a lawyer cannot withdraw until he or she has taken reasonable steps to avoid foreseeable prejudice to the rights of his client, such as giving notice to the client, allowing time for employment of other counsel, delivering ...
The first paragraph of the letter should clearly indicate that the client relationship is being terminated, note the effective date of termination and provide the status of services agreed upon in previously issued engagement letters.
Dear [Client], We regret to inform you that we will no longer be needing your services effective by [Date]. We've decided to terminate our partnership with [Name of client/company] due to [reasons]. Our time together has been valuable, but now it's best we grow independently.
At a minimum, the disengagement letter should always contain the following: A clear statement that you are disengaging and the effective date of the disengagement (e.g., We must formally end our relationship with you as your accounting firm <effective immediately, or as of [date]>.);
[Date] [Name and Address of Client] Dear [Client's Name]: This letter will confirm our understanding that effective [DATE] this firm will no longer represent you in connection with [LEGAL MATTER]. I urge you to promptly retain other counsel to represent you in this matter.
