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Sample Engagement Letters

Overview: Engagement letters are used to establish a formal relationship with a client. This section provides you with sample engagement letters to be used for various types of financial planning engagements
Published on January 15, 2013

Illustrative Engagement Letter

Sample Letter: A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
Published on April 03, 2012

Illustrative Letter for a Limited Service Engagement

Sample Letter: A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
Published on September 20, 2010

Illustrative Engagement Letter for Corporate Executives

Sample Letter: A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
Published on April 03, 2012

Illustrative Engagement Letter Long Form

Sample Letter: A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
Published on April 03, 2012

Illustrative Engagement Letter - Short Version

Sample Letter: A short-form version sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
Published on April 03, 2012

Illustrative Engagement Letter for an Investment Advisory Agreement

Sample Letter: The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on September 23, 2010

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Related AICPA Products

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.

Clarified Auditing Standards Toolkit

This Toolkit provides you with ready-to-use resources to educate your staff, communicate with your clients, and apply the new SAS Nos. 122-125 in your financial statement audits.

Engagement Letters for Litigation Services - Forensic and Valuation Services (Formerly BVFLS) Services Practice Aid 04-1

This useful practice aid provides detailed guidance in easy-to-follow language to CPAs who provide litigation services as consultants, experts, or other roles.