Your license comes from the IRS. Your engagement letter should reflect that.
Enrolled agents are federally authorized by the IRS. That authorization comes with specific obligations under Circular 230, particularly sections 10.33 and 10.34, which establish standards for communication with clients and for advice given in connection with a tax matter.
Your engagement letter is where you define scope, establish client responsibilities, and limit your liability. EngageDraft generates letters designed around those standards. The language covers what the engagement includes, what it does not include, what the client is responsible for providing, and what happens at the end of the engagement.
Built for the engagements enrolled agents handle.
Individual tax preparation
The letter covers the federal 1040, applicable state returns, client responsibilities for accuracy, fees, payment terms, and what is explicitly excluded from the scope.
IRS representation
The letter defines the specific IRS matter in scope, client responsibilities during the proceeding, fees, and how the engagement ends when the matter is resolved.
Tax advisory and consulting
The letter specifies the question or project in scope, clarifies that advice is based on current law and the information the client provides, and limits the engagement to the defined matter.
Three steps.
What every generated letter includes.
- Scope of services and explicit exclusions
- Client responsibilities for accuracy and document delivery
- Fee amount and payment terms
- Confidentiality consistent with professional standards
- Termination provisions for both parties
- A binding e-signature field delivered to your client by email
A note on how these letters are built.
EngageDraft generates letters designed around Circular 230 sections 10.33 and 10.34 and standard engagement letter practice for enrolled agents. The generated letter is a starting point. You are responsible for reviewing it before sending and for ensuring it accurately reflects the terms of your specific engagement.
If your engagement involves unusual scope, jurisdiction-specific requirements, or an active IRS proceeding with specific procedural constraints, use the scope notes field to describe them. Review the output before it goes to the client.