Professional Services
Accounting Engagement Letter
Accounting/bookkeeping engagement letter defining scope and responsibilities. Two signers (accountant and client).
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# Accounting Engagement Letter **Effective Date:** ___________ This Accounting Engagement Letter ("Agreement") is entered into by and between: **Accountant/Firm:** ___________ ("Accountant") **Firm Name:** ___________ **CPA License Number:** ___________ **Accountant Address:** ___________ **Client:** ___________ ("Client") **Business Name (if applicable):** ___________ **Client Address:** ___________ **Tax ID / EIN:** ___________ ## 1. Entity Type ___________ ## 2. Scope of Services The Accountant agrees to provide the following services: **Primary Engagement:** ___________ ### Tax Services (if applicable) ___________ ___________ ___________
Fields (38)
effective date
date 路 required
accountant name
text 路 required
firm name
text 路 required
cpa license
text
accountant address
textarea 路 required
client name
text 路 required
business name
text
client address
textarea 路 required
tax id
text 路 required
entity type
select 路 required
primary service
select 路 required
tax federal
select 路 required
tax state
select 路 required
tax quarterly
select 路 required
tax sales
select 路 required
tax years
text 路 required
bookkeeping scope
select 路 required
accounting software
select 路 required
additional services
textarea
retention period
select 路 required
document deadline
select 路 required
fee structure
select 路 required
fee amount
text 路 required
fee period
select 路 required
additional rate
text 路 required
approval threshold
text 路 required
payment terms
select 路 required
late fee
select 路 required
accountant retention
select 路 required
communication
select 路 required
response time
select 路 required
term
select 路 required
termination notice
select 路 required
dispute resolution
select 路 required
governing state
select 路 required
accountant signer name
text 路 required
accountant signer title
text 路 required
client signer name
text 路 required
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