The Association for Main Street
Accountants and Tax Professionals.

Generic Engagement Letter Templates

Sample Generic Engagement Letters

Here are some helpful templates for sample generic engagement letters. Many professional liability/errors and omissions insurance carriers give discounts for practitioners who use these types of letters, so feel free to download and customize these. They can lower your liability issues.


Continuous Use Engagement Letter

Generic Client Disclaimer Letter

Generic Client Termination Letter

Generic Client Collection Letter


MTAP P.O. Box 398 Bath, MI 48808-0398