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Engagement Letter Fairness Opinion Fee Language May Affect Fees Taxation

Article Language used in investment banker (IB) engagement letters to implement fee payment arrangements can significantly affect the federal income tax treatment of such payments
Published on October 04, 2011

Sample Engagement Letter for a Compilation of a Financial Forecast

Publication This excerpt from the 2012 edition of AICPA Guide Prospective Financial Information discusses a sample engagement letter for a compilation of a financial forecast
Published on January 22, 2013

Prospective Financial Information

Publication A description of publications available on prospective financial information.
Published on January 23, 2013

IRS Correspondence Examinations

Article ...returns. This item reviews the procedures by which returns are selected for review, how taxpayers should respond to correspondence, and IRS problems with timely response to taxpayer or practitioner letters
Published on June 16, 2011

New Compilation and Review Engagements Standard

Article In December 2009, the Accounting and Review Services Committee (ARSC) issued Statement on Standards for Accounting and Review Services (SSARS) No. 19, Compilation and Review Engagements (AICPA, Professional Standards), which includes the most significant changes to the compilation and review standards since 1978
Published on November 06, 2012

General Guidance

Publication A description of publications available on general corporations.
Published on February 05, 2013

Other Guides

Article Information regarding the AICPA General Guides.
Published on February 19, 2013

The Need for Increased Due Diligence in Filing Extensions

Article This item reviews the requirements for filing for extensions, estimating tax liability, and paying all due tax liabilities.
Published on June 16, 2011

Circular 230 Its Day-to-Day Impact on Tax Practices

Article While discussions about Circular 230 usually focus on the standards it imposes relating to tax returns and opinions, the breadth and scope of Circular 230 also regulates the day-to-day business operations of tax practitioners relating to fees, client solicitations, marketing and advertising, and the management of client files and records.
Published on August 24, 2012

Why and How to Conduct a Tax Practice Inspection

Article A firm can use a tax practice inspection as a tool to test the quality of tax services provided to clients, to develop specific recommendations for improvement, and to prepare or update a tax services policies and procedures manual.
Published on January 28, 2011

Firing Clients Can Be Good for Business

Article There are a variety of reasons that clients should be asked to leave the firm. The average CPA can follow certain steps to recognize these situations and take appropriate action.
Published on April 08, 2013

Tax Practice Quality Control

Article Practitioners should consider implementing a tax practice quality-control system.
Published on October 31, 2012

Sec. 7216 Regulations

Article The AICPA Tax Division has formed a task force to review the impact of final regulations released by Treasury and the IRS in January 2008, involving the disclosure and use of tax return information by tax return preparers under Sec. 7216.
Published on June 01, 2010

Interactive Tools

Overview This page highlights the AICPA's offering of interactive tools.
Published on March 05, 2013

Incorporating the Statement on Responsibilities in Personal Financial Planning into a Tax Practice

Article This column explains the Statement on Responsibilities in Personal Financial Planning Practice, issued by the AICPA’s PFP Executive Committee, and discusses how practitioners can use it to help clients with personal financial planning.
Published on January 13, 2012

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AICPA Tax Membership Section

For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 23,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.



Compilation and Review Engagements - AICPA Guide

Provides interpretive guidance on the requirements of Statements on Standards for Accounting and Review Services (SSARS) for compilation & review engagements. Contains illustrative engagement and representation letters, illustrative accountants compilation and review reports, detailed illustrations (including illustrative client inquiries), and case studies.



The Engagement Letter: Best Practices and Examples

This Practice Aid provides guidance on developing engagement letters in accordance with applicable AICPA Professional Standards, supplemented with best practice recommendations to ensure the engagement letter is as effective as possible in clearly documenting the terms of the engagement. Illustrative examples are provided throughout all chapters so practitioners can easily apply the requirements and recommendations for auditing, compilation, review, and certain attestation engagements.

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