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Example Disengagement letters

Disengage clientsIn a recent posting on the CPAFMA website there was a request for a specific template for client disengagement letter.  You may recall we blogged about the topic of client disengagement in 2018 (Go here).

The following are two suggested templates for disengagement letters:

  • a relative simple version aimed at individual clients from the AICPA (Go here);

and,

  • a more sophisticated version aimed at corporate clients by Ralph Picardi, Esq. (Go here).

Depending upon the individual circumstances, either can be used as a template to draft a termination letter.

The example disengagement letters are templates and should be modified accordingly.  It is intended for educations purposes and not for the purpose of providing specific legal, accounting, or other professional advice to any particular recipient or with respect to any particular jurisdiction. 

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Jorgensen & Company are not attorneys and do not offer any form of legal advice. Consult with appropriately qualified local counsel for more assistance. Rickard Jorgensen is President and Chief Underwriting Officer for the CPAGold™ program and may be contacted at (201) 345 2440 or rjorgensen@jorgensenandcompany.com.