Client Disengagement Letter

Important: Notice of Termination of Services - {{firm_name}}

Dear {{client_name}},

After careful consideration, I am writing to inform you that {{firm_name}} will no longer be able to provide {{service_type}} services effective {{termination_date}}.

{{reason_statement}}

**Outstanding Matters:**
{{outstanding_work_status}}

**Your Records:**
You may retrieve copies of your records by {{records_retrieval_deadline}}. Please contact our office to arrange pickup or to request that files be sent to your new accountant. We will retain copies per our standard records retention policy.

**Outstanding Balance:**
{{balance_statement}}

**Transition:**
We recommend engaging a new accountant as soon as possible to ensure continuity of your financial records. {{transition_notes}}

**Upon written authorization, we will:**
- Transfer your files to your new accountant
- Provide any necessary information to facilitate the transition

We wish you the best in your future endeavors.

Sincerely,

{{preparer_name}}
{{firm_name}}
{{phone_number}}
{{firm_email}}