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 1041, U.S. Income Tax Return for Estates and Trusts, and other state and local tax returns. 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