Sample tax preparation and filing services engagement agreement

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3 responses to “Sample tax preparation and filing services engagement agreement”

  1. […] I am happy to discuss fees and related issues for your specific situation in a no-obligation initial telephone consultation. In the event that I offer tax services, the details are summarized in writing in a tax service engagement agreement. A sample engagement agreement is available here. […]

  2. […] fee quotation after I’ve looked at your documents and estimated the work required. A sample tax services engagement agreement is available […]

  3. […] provide incentives to clients for building their businesses. Last year I added a provision in my engagement agreement that waived the tax return preparation fee for anyone who referred four new clients. I can’t […]

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