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Client Termination Letters


From: Steve Odem

Mark G. Kadnar asked about a client termination letter, and you responded with a number of good ideas. Here is another, courtesy of Mary Farugia (naturally customize to fit the circumstances):

Date
Taxpayers Name
Address

RE: Fee for preparation of your 2000 U. S.
Individual Federal Tax Return - $
Taxpayer SSN Spouse SSN

Dear

Pursuant to Section 10.34 of United States Treasury Department Circular Number 230, Title 31, Code of Federal Regulations, I prepared the above referenced Federal tax return in anticipation of payment for my services, and accordingly, signed the return as the PAID PREPARER.

As of this date, I have neither received payment from you nor have I received communication, written or oral, indicating your intent to pay the preparation fee.

I, therefore, will on (some date in reasonable future) notify the Internal Revenue Service of the inaccuracy in the reporting of PAID PREPARER information on the above referenced tax return. Your Attention to this very important matter is hereby requested and your prompt remittance of the ($ amt) is anticipated to be forthcoming.

Sincerely,

CC: U. S. Department of the Treasury,
Internal Revenue Service, Examination Division
DATE TO SEND

<TaxMama Replies>

LOL! That's wicked. Not very subtle ... but, excellent.
Eva Rosenberg



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