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July 26, 2020

Letter to Predecessor CPA

  • July 26, 2020
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I have a very small CPA practice.  I have been approached by a potential client to handle bookkeeping and tax return preparation.  He has been with the same people for many years  (a husband/wife team - husband is an EA and wife is a bookkeeper).    Does anyone have a proforma letter or sample they can share with me to request records and files from a predecessor?  Any help would be appreciated.  For some reason I'm struggling with crafting my request.  Thank you!