Engagement Letters 


Overview
Engagement Letters
Organizers
Guides
Checklists



Purpose:
An engagement letter is the contract between the client and accountant that defines scope of work (e.g., returns to be prepared) and the responsibilities and obligations of each of the respective parties; many include fee estimates or quotes and other language regarding ability to use and/or disclose tax information.
 
The below sample client letters are provided in Word format only to allow you to customize and format them to your specific needs. Additionally, optional paragraphs are included in each letter.



 Name  IRS Form Download
Corporation Engagement Letter Form 1120
    MS Document
  Word
Employee Benefit Plan Engagement Letter  Form 5500
    MS Document
Word
Estate and Inheritance Engagement Letter Form 706
    MS Document
Estate and Trust Engagement Letter  Form 1041
    MS Document
Examination Engagement Letter  All
    MS Document
Gift Tax Engagement Letter  Form 709
    MS Document
Individual Income Engagement Letter Form 1040
    MS Document
  Word
Nonprofit Engagement Letter Form 990
    MS Document
Partnership Engagement Letter Form 1065
    MS Document
  Word
 S Corporation Engagement Letter Form 1120S 

  MS Document
Word




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