2020 Gift Tax Engagement Letter – Form 709
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2020 Gift Tax Engagement Letter – Form 709

9 months ago · 135.5 KB Download



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 709, United States Gift (and Generation-Skipping Transfer) Tax Return, and other state gift 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 Compliance

Download the 2020 Gift Tax Engagement Letter – Form 709

File name: 2020-gift-tax-return-engagement-letter-form-709.doc

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