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Tax Planning Engagement Letter Rev. 5119Name(s): Date: This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide.

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What is tax planning engagement letter?

A tax planning engagement letter is a formal agreement between a taxpayer and a tax professional outlining the scope of services to be provided in relation to tax planning.

Who is required to file tax planning engagement letter?

Taxpayers who engage the services of a tax professional for tax planning purposes are required to file a tax planning engagement letter.

How to fill out tax planning engagement letter?

Taxpayers should work with their tax professional to fill out a tax planning engagement letter, including details such as the services to be provided, fees, and timelines.

What is the purpose of tax planning engagement letter?

The purpose of a tax planning engagement letter is to clearly define the terms of the engagement, protect both the taxpayer and the tax professional, and ensure a mutual understanding of the services to be provided.

What information must be reported on tax planning engagement letter?

A tax planning engagement letter should include details like the scope of services, fees, timeline, responsibilities of both parties, and any limitations of the engagement.

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