I need an new engagement letter and found that you can download free engagement letters for 2018-2019 tax season from Camico.
http://cpa.camico.com/2018-tax-resources-web-122018/
P.S. I am not paid by Camico or any one.
dsocpa wrote: I recently had lunch with a collegaue who said she does not use engagement letters and never has. Every year she puts down on her E&O app that she doesn’t use engagement letters and they never say anything about it.
Likewise, some clients don't want to work with a professional that gets all "legal" with them at the outset. It sets the wrong tone for the relationship.dsocpa wrote: I do not want a client that won’t sign.
Frankly wrote:Likewise, some clients don't want to work with a professional that gets all "legal" with them at the outset.
Frankly wrote:It sets the wrong tone for the relationship.
The objective is for both parties to have an understanding of what each party will contribute to the engagement. For me, I handle that with a conversation at the table. Sometime I might give a handout that recaps our agreement.ManVsTax wrote:I tend to think it sets exactly the right tone. This is a business relationship and I'm being engaged for a service that has a beginning and an end. That needs to be understood from the beginning.
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