Discussion:Tax Prep Engagement Letters

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Discussion Forum Index --> Tax Questions --> Tax Prep Engagement Letters

DJBCPA (talk|edits) said:

10 January 2006
WHERE CAN I OBTAIN A SAMPLE OF AN ENGAGEMENT LETTER TO A CLIENT FOR TAX RETURN PREPARATION?

Beengel (talk|edits) said:

10 January 2006
Here's one source:

Tax Engagement Letter Examples from Accountantsworld.com

Beengel (talk|edits) said:

10 January 2006
This is more helpful and is the link to the first page of a google search

http://www.google.com/search?q=tax+engagement+letters

DZCPA (talk|edits) said:

10 January 2006
Ask accountants you know. They all have one.

LJACPA (talk|edits) said:

10 January 2006
I tried the links shown and the one for Accountantsworld.com only has a one page descriptive and using the google search I can't find anything more current than the AICPA 2001 engagement letters and I know they've changed since then. Am I not looking in the correct place?

Rahn (talk|edits) said:

19 January 2006
Try this link Tax Engagement letter for 1040 - response required Also, review this "no response required" letter

Look here for sample letters for other types of engagements.

DZCPA (talk|edits) said:

19 January 2006
We us a similar "no response required letters" and attach them to the organizers sent to all clients. It works well for me.

Dneuschwander (talk|edits) said:

19 January 2006
https://www.cpai.com/pdfs/Supplement_to_Engagement_Letters_Guide_Final.pdf

Cybersurfer (talk|edits) said:

14 January 2008
Does anyone have a representation letter with Circular 230 language "more likely than not" standard, potential conflict of interest language for returns due in 2008?

CPA Plus (talk|edits) said:

14 January 2008
Does anyone of an engagement letter for the preparation of 1099's?

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