An engagement letter is a contract that establishes the services a practitioner will provide to his or her clients. Each engagement requires careful consideration to address its particular circumstances.
We’ve provided a sample engagement letter to use with Form 5500, Annual Return/Report of Employee Benefit Plan. Tailor the template to your clients’ needs.
All engagement letters and the Terms and Conditions Addendum contained in the AICPA Tax Section’s Annual Tax Compliance Kit have been developed in collaboration with CNA,