markdlaird
Level 1
12-07-2019
08:46 AM
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I've adapted mine from the Thomson Engagement letter generator and samples from online. I have done away with the doublespeak of the generated letters and have specific responsibilities for both the clients and the office. For tax clients it is much easier to understand a one page letter. Each year I make sure to specify the new items that most people will be required to follow. If it is a more complicated return I prepare a specific letter for the client.