Client Transfer Authorization

Meese Khan, LLP Client Authorized Form

Complete the authorization form to allow Meese Khan, LLP, to securely transfer your accounts and documents to MBE CPAs.

Name(Required)

First Last

Account(s) to be transferred(Required)

Client Authorization to Transfer Information from Meese Khan, LLP to MBE CPAs, LLP(Required)

By your authorization below, you confirm that our firm Meese Khan, LLP, may disclose all of your files with our firm, which includes all prior documents, audit files, tax returns, etc., to its successor MBE CPAs for purposes of transferring your information for our upcoming merger. The information disclosed will include all information contained within, or derived from, your client files with our firm unless you request in writing a more limited disclosure.

I agree

Signature(Required)

Date(Required)

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Meese Khan, LLP Client NOT Authorized Form

Complete the form to confirm that Meese Khan, LLP should not transfer your accounts and documents to MBE CPAs and you should find an alternative service provider.

Name(Required)

First Last

Account(s) not to be transferred(Required)

Client Authorization to Transfer Information from Meese Khan, LLP to MBE CPAs, LLP(Required)

I do not authorize Meese Khan, LLP to transfer my following account(s) and documents to MBE CPAs and will, therefore, find an alternative service provider immediately.

I do not authorize

Signature(Required)

Date(Required)

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