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GETTY, BLAIR&ASSOCIATES, P.A. 8141JTELEGRAPHROAD SEVERN,MD21144 TEL.:(410)5517601FAX:(410)5517752 accountants GBAaccounting.com www.GBAaccounting.com 2016 INDIVIDUAL TAX RETURN ENGAGEMENT LETTER January
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Step 1: Start by addressing the engagement letter to the client or organization you are working with.
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Step 2: Provide a brief introduction and purpose of the engagement letter.
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Step 3: Specify the scope of work or services to be provided in detail.
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Step 4: Clarify the timeline and deadlines for the project or services.
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Step 5: Include any terms and conditions, including payment details, confidentiality agreements, and dispute resolution.
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Step 6: Ensure all necessary parties sign and date the engagement letter.
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Step 7: Keep a copy of the engagement letter for your records.

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An engagement letter is a written agreement between a client and a professional firm outlining the scope of work, responsibilities, and terms of the services being provided.
Professional firms and clients entering into a business relationship are required to file an engagement letter.
Engagement letters can be filled out by clearly defining the services to be provided, setting expectations, and obtaining signatures from both parties.
The purpose of an engagement letter is to establish a clear understanding of the services to be provided, reduce misunderstandings, and protect both parties in case of disputes.
The engagement letter should include details such as the scope of work, fees, timeline, responsibilities, and any other important terms agreed upon by both parties.
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