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2011 ESTATE TAX ENGAGEMENT Littermate:Client Name:Client Address're: Estate/Inheritance Tax Return Preparation Engagement Letterer Client:We are pleased to confirm and specify the terms of our engagement
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An estate tax engagement letter is a document that outlines the terms of engagement between a taxpayer and a tax professional regarding the preparation and filing of estate tax returns.
The taxpayer who is subject to estate tax and hires a tax professional to assist with the preparation and filing of estate tax returns is required to file an estate tax engagement letter.
To fill out an estate tax engagement letter, the taxpayer and tax professional must both review, agree to, and sign the document outlining the terms of engagement for the preparation and filing of estate tax returns.
The purpose of an estate tax engagement letter is to outline the responsibilities of both the taxpayer and the tax professional, as well as the terms of engagement for the preparation and filing of estate tax returns.
The estate tax engagement letter must include details such as the names of the taxpayer and tax professional, the services to be provided, the fees and payment terms, and any other relevant terms and conditions.
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