kwyp
Level 4
01-23-2025
09:35 PM
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What content can be included in an engagement letter for a 1040 tax return? Is it appropriate to include pricing in the letter? Where to find a simplest engagement letter ?
Level 3
01-23-2025
09:59 PM
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You can find sample ones online like this one.
Best is if your E&O insurance has one for you to use. Mine uses generic terms for pricing because I don’t want to have customize for each client, but some people do. If you’re using Ignition, then that’s easiest to customize. Think TaxDome is capable of that too.
“The only true wisdom is in knowing you know nothing” -Socrates