Purpose

Standard engagement letter templates for each service type. Customize with client name, scope, and fees before sending.

Who This Applies To

Sandra. All engagement letters require Sandra's approval before sending.

Available Templates

Individual Tax (Form 1040)

[Paste or link your standard 1040 engagement letter here]

S-Corporation Tax (Form 1120S)

[Paste or link your standard 1120S engagement letter here]

Bookkeeping — Monthly Retainer

[Paste or link your standard bookkeeping engagement letter here]

Payroll Services

[Paste or link your standard payroll engagement letter here]

Partnership Tax (Form 1065)

[Paste or link your standard 1065 engagement letter here]

Sales Tax Compliance

[Paste or link your standard sales tax engagement letter here]

Tax Planning / Advisory

[Paste or link your standard advisory engagement letter here]

Cleanup / Catch-Up Project