In this video edition episode of the Tax Section Odyssey, Deborah Rood, Risk Control Director at CNA Insurance, discusses the reasons why client engagement letters are important for tax practitioners. Given the importance, she talks about why engagement letter usage isn’t higher. To wrap up, she provides some ideas on how to get started using engagement letters, specifically mentioning the templates provided as part of the AICPA Annual Tax Compliance kit, now available to Tax Section members.
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Annual Tax