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.
|Corporation Engagement Letter||Form 1120|
|Employee Benefit Plan Engagement Letter||Form 5500|
|Estate and Inheritance Engagement Letter||Form 706|
|Estate and Trust Engagement Letter||Form 1041|
|Examination Engagement Letter||All|
|Gift Tax Engagement Letter||Form 709|
|Individual Income Engagement Letter||Form 1040|
|Nonprofit Engagement Letter||Form 990|
|Partnership Engagement Letter||Form 1065|
|S Corporation Engagement Letter||Form 1120S|