Create Tax Preparation Engagement Letter

Create a professional tax preparation engagement letter with IRS e-file authorization and get it signed digitally.

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Legally binding

Electronic signatures are legally recognized in the EU (eIDAS regulation).

PDF with certificate

Download the signed document as PDF with audit certificate.

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1

Create

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2

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3

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Frequently Asked Questions

What is a tax preparation engagement letter?

A tax preparation engagement letter is a contract between a tax preparer (CPA, EA, or tax firm) and their client. It defines the scope of services, fees, responsibilities, and authorizes the preparer to file returns on behalf of the client.

Is Form 8879 included in this engagement letter?

This engagement letter references IRS Form 8879 (e-File Signature Authorization) and includes authorization for electronic filing. The actual Form 8879 should be signed separately before e-filing each return.

Can this engagement letter be signed digitally?

Yes, engagement letters can be legally signed with electronic signatures. CanUSign provides a full audit trail with timestamps and IP addresses. Note that IRS Form 8879 has specific signature requirements.

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