Tools of the Trade:

New Business Forms

Audit/Compilation/Review & Controversy forms

Engagement Letters

Why We Need Tax Engagement Letters
Tax Engagement Letter Examples
706 - Estate and Inheritance Tax Return Engagement Letter
1040 - Individual Tax Return Engagement Letter
1041 - Fiduciary (Estate Or Trust) Tax Return Engagement Letter
1065 - Partnership Or LLC Tax Return Engagement Letter
1120 - Corporation Tax Return Engagement Letter
1120S - S Corporation Tax Return Engagement Letter
5500 - Qualified Retirement Plan Return Engagement Letter
Tax Examination Engagement Letter
Confidentiality Privilege Engagement Letter
Optional Paragraph For Tax Engagement Letters
Negative Response 1040 Engagement Letter
Generic Collection Letter
Generic Continuous Engagement Letter
Generic Disclaimer
Generic Termination Agreement
Audit Engagement Letter
Compilation Engagement Letter
Review Engagement Letter
Privacy Letter Template

The forms and letters provided are for illustrative purposes only. Users should consider their own business and client’s needs and adjust content accordingly to meet those requirements.