[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-278278-105":53,"doc-detail-278278-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","four-template-disengagement-letters","Four Template - Disengagement Letters","","A set of four generic, stripped-down tax-practice disengagement letter templates for informing clients about changes to service scope, capacity limits, scheduling dates, and pricing updates. The letters communicate mixed emotions and maintain relationships while transitioning certain clients out of personal tax return preparation. They also include referral guidance to alternative preparers, options for continued service, and operational considerations for staff scripts, front-desk handling, and client transition support.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/four-template-disengagement-letters/278278/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/four-template-disengagement-letters/278278.png","ImageObject",442,249,{"name":88,"@type":89},"Patrick","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What changes to the tax practice are communicated in these letters?","Question",{"text":108,"@type":109},"They announce that the firm will no longer offer tax preparation for certain stand-alone personal tax returns and will pivot to serving business owners or specific client types only. One template also adds capacity limits and price increases.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do the templates suggest the firm handle referrals for clients who need another tax preparer?",{"text":113,"@type":109},"They instruct the sender to recommend an alternative preparer or contact the office for suggestions. The letters also direct clients to reach out for recommendations if the firm will not continue serving them.",{"name":115,"@type":106,"acceptedAnswer":116},"What guidance is provided for front-desk staff or phone calls?",{"text":117,"@type":109},"The script thanks the caller, confirms the changes are occurring, and explains how questions will be collected and returned. It includes a commitment to follow up by the end of the next day.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},278278,1790316606,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},549758146520,"https://ap-avatar.wpscdn.com/avatar/80002397d8c0411e94?_k=1775819394049821470","Four Template   \nDISENGAGEMENT   \nLETTERS   \nGeneric Stripped Down Version  \nIt is with mixed emotion that I share with you a change to our firm that will affect you: as of October 15th, 2022, our firm will no longer offer tax preparation for stand-alone personal tax returns.  \nIn order to provide the level of service our clients expect and deserve, our firm is making necessary changes and will be serving business owners only.  \nPlease know this decision has not been easy: many of you have become friends over the years. While I am saddened to say goodbye as clients, I look forward to remaining in contact as friends and colleagues.  \nI am grateful for having had the opportunity to serve you.  \nRegards,  \nLeave the Door Ajar  \nIt’s with mixed emotion that I share news of changes being made to my tax practice.  \nIn order to provide and maintain a high level of service, we are reducing the number of clients we can serve. As such, [or going forward] we will be pivoting our firm to serve [these types of clients] and related businesses only, beginning November 1st.  \nHistorically, tax practices have billed hourly for work. We believe this does a disservice to clients. We believe clients deserve the best. As such, we have designed flat-rate service packages to meet the needs of [these types of clients] clients.  \nShould you be [or- if you are] interested in learning more about these services, please reach out to [this_person] at [this_email] or [this_phone] to schedule a conversation.  \nIf you are not [this kind of client], and are seeking a referral for tax preparation services, I offer [this_name] as an excellent option. He is aware of the changes I am making to my business, and is ready to welcome referrals who choose to reach out to him.  \n100% See You Letter  \nIt’s with mixed emotion that I share news of changes being made to my tax practice.  \nIn order to provide and maintain a high level of service, we are reducing the number of clients we can serve. As such, [or going forward] we will be pivoting the business to serve [these types of clients] and related businesses only, beginning November 1st.  \nPlease know that this decision does not come lightly-some of you were among my first clients and helped make this business a reality. I appreciate your trust in me and would like to make sure you are well taken care of [or well looked after] .  \nIf you are seeking a recommendation for a new tax preparer, you can reach out to [this_name] at [this_phone_number] . I have worked with [this_name] in the past. He is aware of the changes I am making to my business, and is ready to welcome referrals who choose to reach out to him.  \nAnother Version  \nIt’s with mixed emotion that I share news of changes being made to my tax practice.  \nDue to the increasing complexity of taxes, coupled with inflation and increasing costs of working and serving in the [our_region], we are making difficult but necessary decisions and changes to our practice.  \nIn order to maintain the high level of service that you expect and deserve, we will be limiting capacity to 300 clients, whereas in 2022 we served more than 500 clients. In addition, we will be increasing prices, as we have not done so since [year] .  \nWe value having you as a client, and would like to keep serving you. If you would like us to prepare and file your 2022 tax return, the price for 2022 tax return preparation and filing is [$xxx] . If you would like to continue to receive tax services from us, please let me know, by doing [this_action] .  \nI understand this option may not be right for everyone. I wanted to alert you of this change with plenty of time to find an alternative if you so choose.  \nIf you would like a referral for tax preparation services, please contact my office, and we can make suggestions.  \nPlease know that these decisions have not come lightly. Some of you were among my first clients and helped make this business a reality. I appreciate your trust in me.  \nRegardless of your ","cbCaitBH6wZbSIp1","https://ap.wps.com/l/cbCaitBH6wZbSIp1","pdf",4616264,"English","# Disengagement letter templates\n## Template 1: Generic stripped-down version\n## Template 2: Leave the Door Ajar version\n## Template 3: 100% See You letter version\n## Template 4: Another Version with capacity and pricing\n## Considerations and staff script","[{\"question\":\"What changes to the tax practice are communicated in these letters?\",\"answer\":\"They announce that the firm will no longer offer tax preparation for certain stand-alone personal tax returns and will pivot to serving business owners or specific client types only. One template also adds capacity limits and price increases.\"},{\"question\":\"How do the templates suggest the firm handle referrals for clients who need another tax preparer?\",\"answer\":\"They instruct the sender to recommend an alternative preparer or contact the office for suggestions. The letters also direct clients to reach out for recommendations if the firm will not continue serving them.\"},{\"question\":\"What guidance is provided for front-desk staff or phone calls?\",\"answer\":\"The script thanks the caller, confirms the changes are occurring, and explains how questions will be collected and returned. It includes a commitment to follow up by the end of the next day.\"}]","Four Template - Disengagement Letters | PDF",1789508681]