Sample letters by engagement type
- 1040 engagement letter — individual returns, with foreign account disclosure and a sample letter.
- Business tax return engagement letter — 1120-S and 1120 clients, with a sample letter.
- Partnership engagement letter — Form 1065 and Schedules K-1, with a sample letter.
- Tax advisory and consulting engagement letter — hourly or flat-fee planning and advisory work, with a sample letter.
- Bookkeeping engagement letter — retainer terms and scope for ongoing bookkeeping, with a sample letter.
Guides
- Engagement letter guide for CPAs — what a letter should include, with a sample letter and FAQ.
- Enrolled agent engagement letter — engagement letters for enrolled agents and IRS representation.
Standards
- Compliance and standards — the AICPA, Circular 230 and IRC §7216 standards the letters are designed around.