REJECT POSSIBLE NEW ACCOUNT
NAME OF TAX PREPARER OR FIRM NAME
Street address of preparer
City, State and Zip of preparer
Telephone number of preparer,   Fax Number of Preparer
Date of Letter

Client Name
Client Address
Client City, State and Zip

Dear [Salutation],

We enjoyed meeting with you and [Insert name] on [Insert datej. We are pleased that your
company would consider our firm for your tax and accounting needs.

After considering your business needs, we do not feel able to adequately respond to your
accounting and tax concerns. Please do not consider this a commentary on your business, but
rather a reflection of our inability to serve your needs.

During our meeting, we discussed possible tax and accounting strategies that you might consider.
Because our discussion was made without a thorough knowledge of your company, you should
not rely upon any advice we presented during our meeting.

Thank you again for the opportunity to meet with you. We wish you success in your future
pursuits.

Sincerely,
[Configured Preparer Signature]