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 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.
All engagement letters and the Terms and Conditions Addendum contained in the AICPA Tax Section’s Annual Tax Compliance