12h (edited) • General discussion
Question for Tax Pros & Firm Owners
I’ve noticed more discussions lately around CPA letterhead usage especially for IRS correspondence, bank verifications, and client representation letters.
In practice, I’m seeing three recurring issues:
- Many preparers aren’t sure when a CPA letterhead is actually required vs. optional
- Others are using templates that don’t fully meet IRS or third-party expectations
- Some are unknowingly exposing themselves to compliance or credibility risks with how their letters are structured
What’s interesting is that none of this is clearly explained in one place, yet it directly affects how seriously clients, banks, and agencies take us as professionals.
I’m curious:
- Have you ever had a letter questioned, delayed, or rejected because of format or wording?
- Do you follow a standard internal process, or does it change case by case?
I’ve been digging deep into this lately, and the differences between a “good-looking” letter and a “defensible” one are bigger than most people think.
Would love to hear how others here are handling it or what challenges you’ve run into.
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Question for Tax Pros & Firm Owners
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