An engagement letter is a contract that establishes the services a practitioner will provide to his or her clients. Each engagement requires careful consideration to address its particular circumstances.
We’ve provided a sample engagement letter to use with Form 990, Return of Organization Exempt From Income Tax, and other state non-profit tax returns. Tailor the template to your clients’ needs.
All engagement letters and the Terms and Conditions Addendum contained in the AICPA Tax Section’s Annual Tax Compliance Kit