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Gail M Van Reel, CPA, CVA, GAFF Brian G Van Reel, CPA, PLEASE BRING THIS IN WITH TAX DOCUMENTATION January 10, 2018, RE: 2017 Individual Tax Return Preparation Engagement Letter & Client Questionnaire

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What is individual tax engagement letter?

An individual tax engagement letter is a formal agreement between a taxpayer and a tax professional outlining the services to be provided during the preparation and filing of the taxpayer's individual tax return.

Who is required to file individual tax engagement letter?

Individuals who seek assistance from a tax professional in preparing and filing their tax returns are required to sign an individual tax engagement letter.

How to fill out individual tax engagement letter?

Individuals can fill out an individual tax engagement letter by providing their personal information, details of the tax services to be provided, and signing the agreement.

What is the purpose of individual tax engagement letter?

The purpose of an individual tax engagement letter is to clearly define the scope of services to be provided by the tax professional and establish the expectations of both parties involved.

What information must be reported on individual tax engagement letter?

The individual tax engagement letter must include details such as the taxpayer's name, contact information, fee structure, services to be provided, and any additional terms and conditions.

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