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 ?
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.
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