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Set clear expectations and protect your business with this ready-to-use Tax Preparation Engagement Letter template.
Designed specifically for tax professionals, this letter outlines the scope of services, responsibilities, payment terms, document handling, and more — helping you establish professionalism, reduce misunderstandings, and comply with IRS best practices. Perfect for solo tax preparers, small firms, and accounting professionals looking to streamline their client onboarding and protect their practice.
✔ Editable Tax Preparation Engagement Letter (ready to customize with your firm name, fees, and terms)
✔ Professional, client-friendly wording that covers key areas like scope of work, document retention, payment, and compliance
✔ Instant access after purchase
By using this template you are agreeing to my Terms and Conditions. This template is property of Keysi Hodge and/or Hodge & Co Solutions. It is intended for personal use for you and your own business only. You may not share, redistribute, resell, transfer or give the templates away to others not paid or for free.
Due to the instant and digital nature of this product, there are no refunds or exchanges. If you have any problems with the download or file, please contact me.
Feel free to reach out at info@hodgeandcosolutions.com.
Set clear expectations and protect your business with this ready-to-use Tax Preparation Engagement Letter template.
Designed specifically for tax professionals, this letter outlines the scope of services, responsibilities, payment terms, document handling, and more — helping you establish professionalism, reduce misunderstandings, and comply with IRS best practices. Perfect for solo tax preparers, small firms, and accounting professionals looking to streamline their client onboarding and protect their practice.
✔ Editable Tax Preparation Engagement Letter (ready to customize with your firm name, fees, and terms)
✔ Professional, client-friendly wording that covers key areas like scope of work, document retention, payment, and compliance
✔ Instant access after purchase
By using this template you are agreeing to my Terms and Conditions. This template is property of Keysi Hodge and/or Hodge & Co Solutions. It is intended for personal use for you and your own business only. You may not share, redistribute, resell, transfer or give the templates away to others not paid or for free.
Due to the instant and digital nature of this product, there are no refunds or exchanges. If you have any problems with the download or file, please contact me.
Feel free to reach out at info@hodgeandcosolutions.com.