Agree
I agree that you need to C*Y*A with an engagement letter for the preparation of the tax return and disclaimers all over the place on a letter to the bank/mortgage company.
And, be sure that you have written authorization from your client to write this letter and give it to the bank/mortgage company and that he has signed off on a copy of the letter, just to C*Y*A if he is turned down and tries to go against you for what you said in the letter!
Originally posted by taxtime
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And, be sure that you have written authorization from your client to write this letter and give it to the bank/mortgage company and that he has signed off on a copy of the letter, just to C*Y*A if he is turned down and tries to go against you for what you said in the letter!
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