Sample tax preparation and filing services engagement agreement

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

1. Tony Novak CPA | Professional tax preparation fees for 2016

   September 29, 2016

   […] 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. […]

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2. My two rules about tax preparation fees – The Tax Savings Blog

   January 7, 2019

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

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3. How to grow a tax practice – Tony Novak CPA

   February 3, 2019

   […] 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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