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Tax Preparation Engagement Letter. Thank you for choosing our firm, _______________________________ ("Accountant") to assist you with your tax returns. This letter confirms the terms of my engagement with you and outlines the nature and extent of the services I will provide.
We’ve provided a sample individual engagement letter to use with Form 1040, U.S. Individual Income Tax Return, and other federal and state individual tax returns. Tailor the template to your clients’ needs.
Feb 1, 2022 · This article discuss how and why to use engagement letters, choosing whether to represent a client via POA or tax information authorization, and the benefits of tax return extensions.
Feb 5, 2024 · A tax return letter is an engagement letter you send to clients to initiate the process of preparing their returns. It serves as a reminder to clients of what to expect and details the steps and requirements for a successful filing.
TAX ENGAGEMENT LETTER . Dear Tax Client, We appreciate the opportunity to work with you. In order to avoid any misunderstandings, it is important that the terms of our mutual understanding be clarified. This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide.
In the engagement letter, the CPA should specify that he or she will rely on the client's records to prepare the tax return or perform other services. Clients should be informed that client records are usually accepted at face value, and that their accuracy is the clients' responsibility.
engagement letter (“letter”). This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide.
