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Name: Fillable Online Client Engagement Letter - Tax Group Pros Fax Email Print - pdfFiller
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Thank you for selecting us to prepare your income tax returns or for consulting services. This letter confirms the arrangements for our services. Please read this form and sign below. STANDARD ENGAGEMENT

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How to fill out client engagement letter

01

Start by addressing the client engagement letter to the recipient, usually the client or their representative.

02

Include the date on which the letter is being filled out.

03

Clearly state the purpose of the engagement letter, such as outlining the scope of services or establishing the terms and conditions of the client engagement.

04

Provide a detailed description of the services or deliverables that will be provided to the client.

05

Specify the timeline or deadlines associated with the engagement, including any milestones or key dates.

06

Outline the fees, payment terms, and compensation structure for the services rendered.

07

Include any necessary disclaimers or limitations of liability.

08

Clearly state the termination clauses and procedures for either party to end the engagement.

09

Include any additional terms and conditions that are relevant to the specific engagement.

10

End the letter with a statement of agreement, where both parties sign and date the letter.

11

Keep a copy of the signed client engagement letter for your records.

Who needs client engagement letter?

01

Any business or professional providing services to clients may need a client engagement letter. This includes consultants, lawyers, accountants, marketing agencies, contractors, and many other service providers. Client engagement letters help establish clear expectations, protect both parties' interests, and prevent potential misunderstandings or disputes.

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