Engagement Letters for Accountants
These example engagement letters are intended solely for general educational purposes. They are not intended for the purpose of providing specific legal, accounting, or other professional advice to any particular recipient or with respect to any particular jurisdiction. The author, publisher, and distributor of this document (1) make no representations, warranties, or guarantees as to its technical accuracy or compliance with any law ( federal, state, or local) or professional standard; and, (2) assume no responsibility to any recipient of this document to correct or update its contents for any reason, including changes in any law or professional standard. Before using any engagement letter in your practice, you should formally retain the counsel of an attorney knowledgeable as to the accounting industry, your practice, and the laws of any jurisdiction(s) within which you conduct your practice to ensure the document’s maximum usefulness and compliance with applicable laws and professional standards.
Review and Compilation letters updated 2011 to incorporate changes imposed by SSARS 19
Sample Engagement Letters
Sample Audit Engagement Wording
Sample Compilation Engagement Wording
Sample Review Engagement Wording
Sample Tax Return (personal) Engagement Wording
Sample Tax Return (business) Engagement Wording
Sample Combined Services Audit & Tax Engagement Wording
Sample Bookkeeping Engagement Letter
Sample Disengagement Letter
Sample File Retention Policy
Sample Alternative Dispute Resolution (ADR) Wording - mediation / arbitration
Sample Negative Engagement Letter for 1040 clients
Negative Engagement Letters Article & Sample wording
Sample Lender Request Response
Sample response to lender's request for Verification of Client's Self-Employed Status

