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20 November 2008

[taxchat] Sold client files - release document

Getting out of Public and going private.  Sold my clients and need a document from the client to "release" the files, paper and digital, to the new CPA.
 
Does anyone have such a document?
 
 
Frederick P. Hoffman, CPA
Frederick P. Hoffman, CPA, PA

4100 W. Kennedy Blvd.

Suite 211

Tampa, FL 33609

Phone (813) 281-9079
Fax (813) 281-9074

IRS CIRCULAR 230 Disclosure: Under U.S. Treasury regulations, we are required to inform you that any tax advice contained in this e-mail or any attachment hereto is not intended to be used, and cannot be used, to avoid penalties imposed under the Internal Revenue Code.



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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.




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