NCACPA Emergency Resource Response Team (ERRT) Request Form

NCACPA Emergency Resource Response Team (ERRT) Request Form

In the event of an emergency created by the death or disability of a North Carolina CPA without a transition plan, the NCACPA ERRT is ready to assist with guidance in client record protection/transition and other matters associated with these situations.

Please complete this form and a member of the NCACPA ERRT will reach out to you as soon as possible.

Full Name*

Primary Phone Number*

Email Address*

What is your most immediate need?*

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Other Information (if necessary)

NOTICE OF UNDERSTANDING

Description of Relationship

The North Carolina Association of Certified Public Accountants (NCACPA) Emergency Resource Response Team’s (ERRT) mission is to provide guidance to the Executor of the estate of a Certified Public Accountant (CPA) from a firm registered with the North Carolina State Board of CPA Examiners in the event of an untimely death, disability or other incapacitation to assist with the client communication.

Assistance Covered

The ERRT’s guidance on matters for the Executor of the Estate covers the following:

• Client communication best practices

• Understanding status of engagements

• Obtaining access to engagement platform/software

• Recommendation of other resources for Estate to consider

Assistance Not Covered

The ERRT’s assistance does not cover the following:

• Completion of engagements (audits, compilations, reviews, tax returns, etc.)

• Review of completed and/or in-process engagements

• Provision of technical and/or regulatory guidance to the Estate or clients of the Estate

The ERRT’s assistance does not constitute a willingness or interest in purchasing the practice from the Estate. If such interest exists, it is beyond the scope of this Letter of Understanding and separate agreements would be necessary.

By checking the box below, you confirm that you have read the Notice of Understanding.*

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