Description
An engagement letter is not optional — it is your first line of protection as a tax professional. It sets expectations, defines your scope, limits your liability, and creates a legally documented agreement between you and your client before any work begins. This template takes the guesswork out of drafting one from scratch.
Built in alignment with Treasury Circular 230 (31 C.F.R. Part 10), IRC Section 7216 confidentiality requirements, and IRS e-file authorization guidelines, this engagement letter template covers all 13 sections a compliant letter needs. The scope of services section includes a checkbox table for every major form and schedule so you can clearly define exactly what is and is not included. Client responsibilities are spelled out in plain language so there is no room for misunderstanding. The fee table is ready for your rates. The acknowledgment checklist at the end gives clients a clear summary of what they are agreeing to before they sign.
Every bracket and placeholder is clearly marked so customization takes minutes, not hours. Add your firm name, logo, rates, state, and contact information and it is ready to use. Designed to work for solo preparers, small firms, and independent tax professionals of all credential levels.
This template should be reviewed by qualified legal counsel before use and customized to reflect the specific terms of your practice. It is provided as a professional starting point, not as legal advice.
Format: Editable Microsoft Word (.docx) — compatible with Google Docs
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