Pre-Tax Season Checklist
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. Learn More.
Professional Liability Frequently Asked Questions
Click here to access answers to the top frequently asked questions covering topics such as sample engagement letters, client termination letters, record retention, conflicts of interest, suing for fees, policy coverage, subpoenas and more.
Third Party Verification Letters
Increasingly, CPAs are receiving requests from clients, lenders, loan brokers, health insurance providers, adoption agencies, regulators and various other agencies to confirm client information. In most cases, CPAs are asked to sign a confirmation letter containing specific language, a verification statement or a certification form. Learn More.
Client Termination Letters - Updated
When it becomes necessary to terminate a client relationship, it is important to memorialize this action in a confirming letter to the client. Even if you decide to inform the client of your resignation through a discussion, a follow-up letter provides written evidence of the termination date. Learn More.
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Aon Insurance Services is the AICPA Insurance Programs Administrator. Learn more.