I have been here before. My carrier CNA, told me to give them everything...boy were they no help.
I ultimately did not, for we were not paid. And it was my work product.
However, I did give them PDF of the G\L & F\S.
Currently I have a new client whom we have made a request for info from the prior accountant. They asked for money upfront for copies of prior returns. This I understand
However, They are declining to give any reconciliation from the bank statements to the financials.
I can only tell you that I would be more helpful to a successor accountant. , if my client left on good terms
Hope this lends some insight
Abby Alhante, CPA
Kurcias & Alhante, LLC CPAs
525 Broadhollow Road Suite 104
Melville NY 11747
516.829-5890 Ext 2 Fax 516-829-3976
Mobile 516-381-9301
AbbyA@KurciasAlhanteCPAs.com
( E mail response preferred )
Original Message:
Sent: 11/28/2023 2:11:00 PM
From: Karen Meyerowitz
Subject: Successor account document request
We have received correspondence from the new accountant for one of our long-time clients. They have asked for a very extensive quantity of prior records. My question addresses the required documents to be supplied.
- If we have sent the clients all of his tax returns, both business and personal, over the past 3 years requested, is it necessary to supply these returns to the successor accountant?
- If the company records are maintained on Quickbooks, is it necessary to recreate general ledgers, journal entries, etc?
- Accountants' workpapers: It's my understanding that workpapers are not required to be handed over...has this changed?
Thank you...we appreciate any assistance you can provide.
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Karen Meyerowitz
CPA
MEYEROWITZ & MEYEROWITZ, CPAs
Amityville NY
516-379-2770
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