The Association for Main Street
Accountants and Tax Professionals.

Tax Engagement Letter Templates

Sample Tax Engagement Letters


Here are some helpful templates for sample client tax preparation 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.
 

General Tax Examination Letter

General 1040 Engagement Letter - No Reponse Required

1040 Engagement Letter

1041 Engagement Letter

706 Engagement Letter

1065 Engagement Letter

1120 Engagement Letter

1120S Engagement Letter

5500 Engagement Letter

 

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