Tax Engagement Letter Template – US

Disclaimer

The information provided is meant solely as a general example concerning client engagement agreements for tax advisory services. It does not constitute legal or professional advice and should not replace consultation with a qualified tax professional or legal expert familiar with your specific jurisdiction and circumstances. Regulations and requirements may vary, and adjustments may be necessary to ensure compliance. The use of this example is at the user’s own risk, and no liability is assumed for any errors, omissions, or consequences resulting from its application without professional review.

Please note: This is a sample Tax Engagement Letter template for the United States, provided for illustrative purposes only. Actual terms may differ based on specific client arrangements and applicable laws.

Sample Tax Engagement Letter (US)

Parties Involved:

Tax Professional: ABC Tax Services LLC
Address: 123 Tax Street, New York, NY 10001

Client: John Doe
Address: 456 Maple Avenue, New York, NY 10002

Scope of Services:

The tax professional shall prepare and file the client’s federal and state income tax returns for the tax year 2023, and provide related tax advisory services as outlined herein.

Client Responsibilities:

The client agrees to provide all relevant financial documents and information required for accurate tax preparation in a timely manner and to review and approve filings prepared by the tax professional.

Tax Professional Responsibilities:

The tax professional agrees to prepare accurate tax returns in accordance with applicable federal and state laws and to advise the client on tax matters to the best of their professional ability.

Compensation:

The client shall pay a fee of $X for the services rendered, payable upon completion and delivery of the tax returns.

Governing Law:

This agreement shall be governed by the laws of the State of New York. Disputes shall be resolved within the courts of New York County.

Additional Provisions:

• The client authorizes the tax professional to access relevant tax information from third parties as necessary.
• This engagement may be terminated by either party with written notice.
• The tax professional shall maintain confidentiality of all client information.

New York, ______________________