Authorize the Transfer of Your Records
Use this form to authorize Landing Point Financial Group to securely provide your historical tax and accounting records to Forest City CPA as part of your transition.
How it works
- Identify the client and the person signing.
- Choose the records and time periods to transfer.
- Review and sign each document.
- Download your signed documents and see what happens next.
What we will not ask for: Social Security numbers, dates of birth, bank account details, identification documents, passwords, or copies of your old files.
This authorization covers tax and accounting records only. It does not move any investment, brokerage, retirement, or other financial accounts, and it does not change any investment advisory relationship.