Engagement Letter

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  • thomtax
    Senior Member
    • Nov 2006
    • 1276

    #1

    Engagement Letter

    I'm wondering if you put a copy of the signed engagement letter in the return copies that you give to the client or just keep the original for your files.

    LT
    Only in government or politics is a "cut in spending" really an increase. It's just not as much of an increase as they wanted it to be, therefore a "cut".
  • geekgirldany
    Senior Member
    • Jul 2005
    • 2359

    #2
    I give them a copy of it unsigned and I keep the original they signed. My clients sign the letter when they come to pickup the return.

    Comment

    • taxmandan
      Senior Member
      • Oct 2005
      • 1037

      #3
      Originally posted by geekgirldany
      I give them a copy of it unsigned and I keep the original they signed. My clients sign the letter when they come to pickup the return.
      You interview them and prepare the return before they sign the engagement letter? Sorta defeats the purpose doesn't it?
      "A man that holds a cat by the tail learns something he can learn no other way." - Mark Twain

      Comment

      • geekgirldany
        Senior Member
        • Jul 2005
        • 2359

        #4
        Originally posted by taxmandan
        You interview them and prepare the return before they sign the engagement letter? Sorta defeats the purpose doesn't it?
        Not really. My engagement letter for individuals is a one page simple document. States their responsibility and mine. Of course if someone comes in with two or more years of tax returns that need to be prepared, someone with 10 rental properties, or a more complex return... I do a separate engagement letter for them to sign upfront. It is on a client by client basis about signing the engagement letter before return prep.
        Business, bookkeeping, and payroll clients sign engagement letters up front.

        Also most if not all of my clients drop off the information and/or mail it into me. So I don't really want to wait to prepare their return until I get them to sign the letter. As long as the letter is signed that is all I care about.

        Comment

        • Davc
          Senior Member
          • Dec 2006
          • 1088

          #5
          I'd be careful having different clients sign the engagement letter at different stages of the process. You could be sued foor discrimination.

          Comment

          • geekgirldany
            Senior Member
            • Jul 2005
            • 2359

            #6
            Thanks for the advice. I guess I can see your point. But the more complicated the return or service the more detailed the engagement letter gets. So it is not the same engagement letter.

            Comment

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