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This information is stated in an engagement letter, which is prepared by the auditor and sent to the client. If the client agrees with the terms of the letter, a person authorized to do so signs the letter and returns a copy to the auditor.
An engagement letter describes the relationship between attorney and client, including the scope of the work to be done and the fee arrangement. Any new law practice should take the time to draft a standard engagement letter that can be modified and used every time the firm takes on a new client.
The importance of engagement letters Engagement letters define the business contract between a professional firm and its clients. It outlines the fee structure, responsibilities and obligations of the firm and the client. Without it, each party can be in legal limbo.
Accounting engagement letters should include terms which limit the firm's liability as much as possible. Statements such as \u201cwe will rely on the information provided by the client\u201d or \u201cwe will not audit or verify the information\u201d are often included to show the scope of the project does not include auditing services.
Generally, an engagement letter does not have to be obtained more often than annually. However, as a practical matter, in recurring service engagements, the auditor or accountant might consider drafting an engagement letter that extends beyond one year.
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Engagement letters for your accounting or CPA firm is a legal document agreement sent to your clients that describes the overall business relationship with your client, clearly defining: Services included and how they'll play out. Each other's responsibilities. The clearly-defined scope of your work.
An audit engagement is an agreement between a client and an independent third-party auditor to perform an audit of some element of the client's business, such as accounting records, financial statements, internal controls, regulatory compliance, information systems, operational processes, etc.
An engagement letter is a contract that establishes the services a practitioner will provide to his or her clients. Each engagement requires careful consideration to address its particular circumstances.
Your engagement letter should include information such as: The total they can expect to pay to your practice. Fees due upfront. Available discounts (e.g. for full payment upfront) Potential penalties (e.g. for late payments) Expenses paid to the IRS (e.g. application fees)
Every client should sign an engagement letter prior to any work because it outlines your firm's responsibilities and the scope of the work being performed. Letters are legally binding. When signed, your firm benefits from: Fewer misunderstandings.

sample engagement letter for tax services