Tax Prep Engagement Letter Template for Tax Professionals

TAX PREP ENGAGEMENT LETTER TEMPLATE

Set Clear Expectations Before You Start.

Protect your time, set clear client expectations, and put your terms in writing before tax preparation begins.

What’s Included

• Editable Engagement Letter
• Scope of Services
• Client Responsibilities
• Deadlines & Extensions
• Payment Terms
• E-Filing Terms
• Important Client Disclosures
• Taxpayer & Spouse Signatures

GET IT SIGNED. GET PAID. DO IT RIGHT.

A professional agreement built for tax preparers who want a smoother, more organized tax season.

Rapid Tax Software Solutions
Built for Tax Professionals.

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