Level 3

New Client Letter from accountant moving out of town

Forum|Forum|4 years ago
December 15, 2021
1 reply
9 views

Hi. A good friend and tax preparer is retiring and moving to FL. She has given me her client listing (Name and address) and will instruct her clients to contact me when they call her next year. Of course where the client goes is completely up to them.

To that end I'd like to mail a letter NOW to those clients welcoming them to my practice as previous clients of hers.

Does anyone have a sample letter / template that I can use and tweak for my specific situation? Do you know of any website that could help?

I'd really appreciate the help, writing letters is NOT close to my strong point

Roger Perry, Scranton, PA

[email address removed]

This topic has been closed for replies.

sjrcpa

Level 15

She probably should not have given you her client files without the clients' permission.

Sounds like she violated a few disclosure rules.

The more I know the more I don’t know.

R

rpscrantonAuthor

Level 3

oops, not the actual files. A client listing. My mistake calling it 'files'. I have name and address listing. I should have worded that differently.

abctax55

Level 15

You are WAY more likely to have a high retention rate of those clients if your friend is willing to send them a letter (at maybe your cost...?) introducing you.

HumanKind... Be Both

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