無料テンプレート

Tax Preparation Engagement Letter

Professional engagement letter for tax preparers and CPAs with IRS e-file authorization

含まれる内容

法的に有効な文書構成

明確な定義と条件

適切な署名欄

監査証跡とタイムスタンプ

ご利用方法

1

テンプレートを選択

このテンプレートを選択するか、お手持ちの文書をアップロードしてください

2

詳細を入力

必要な情報をすべて入力してください

3

リンクを共有

署名用リンクをすべての当事者に送信してください

4

署名を取得

全員がデジタル署名すれば完了です!

よくあるご質問

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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