An engagement letter is a contract that establishes the services a practitioner will provide to his or her clients. Each engagement requires careful consideration to address its particular circumstances.
We’ve provided a sample engagement letter to use with Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, and Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent. Tailor the template to your clients’ needs.
All engagement letters and the Terms and Conditions Addendum contained in the AICPA