Gratis sjabloon

Tax Preparation Engagement Letter

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

Wat is inbegrepen

Juridisch solide documentstructuur

Duidelijke definities en termen

Juiste handtekeningvelden

Audittrail en tijdstempel

Hoe het werkt

1

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2

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3

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4

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Veelgestelde vragen

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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