Engagement letter 2026

1. Click ‘Get Form’ to open the engagement letter in the editor.
2. Begin by filling in the recipient's details at the top of the letter, including the name of the President, Corporation, and its address.
3. In section A, specify the name of the corporation and the date for which you are reviewing financial statements. This is crucial for clarity on what period your review covers.
4. Section B outlines the differences between a review and an audit. Ensure you understand these distinctions as they impact your expectations from this engagement.
5. In section C, acknowledge your responsibilities regarding management decisions and internal controls. This section emphasizes your role in overseeing services provided.
6. Detail any additional non-attest services in section D if applicable, such as tax preparation or bookkeeping services.
7. Finally, complete the fee structure at the end of the document before signing. Ensure both parties sign and date where indicated to finalize the agreement.

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