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CHEST CPA TAX & FINANCIAL, PC Certified Public Accountant Engagement Letter Name of Client Name of Person Signing (Please Print) Signature of Client Date Signed We will complete these tasks listed

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How to fill out engagement letter - brian

01

Start by addressing the engagement letter to the client or the company you are providing services to.

02

Include the date on which the engagement letter is being drafted.

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Clearly state the scope of the services you will be providing to the client.

04

Specify the duration or timeline of the engagement.

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Discuss the fees and payment terms for your services.

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Include any limitations or exclusions on your liability as the service provider.

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Ensure that both parties sign and date the engagement letter to make it legally binding.

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Make sure to retain a copy of the signed engagement letter for future reference.

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