The Tax Consulting Engagement Letter is a fundamental document required for professional tax consulting services in the United States. It serves to protect both the consultant and client by clearly defining the scope of work, expectations, and limitations of the engagement. This document is mandated by professional standards and best practices, particularly those set forth by the AICPA and IRS regulations. The letter typically includes detailed information about services to be provided, fee structures, client responsibilities, confidentiality provisions, and professional standards to be followed. It's essential for risk management and establishing clear communication channels between parties.
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1. Letterhead and Date: Firm's letterhead and date of engagement
2. Client Information: Complete client details and address
3. Scope of Services: Detailed description of tax services to be provided, including specific tax consulting work to be performed
4. Professional Fees: Fee structure, billing arrangements, payment terms, and any retainer requirements
5. Client Responsibilities: Client's obligations, required information provision, and timely communication requirements
6. Confidentiality: Privacy commitments, data protection measures, and information handling procedures
7. Professional Standards: Reference to applicable professional standards, IRS regulations, and Circular 230 disclaimers
8. Signature Block: Acceptance signatures for both parties and date of acceptance
1. Conflict Resolution: Dispute resolution procedures and jurisdiction for resolving conflicts
2. Multiple Entity Services: Specific provisions for handling multiple related entities under the same engagement
3. International Tax Considerations: Special provisions for international tax compliance and reporting requirements
1. Fee Schedule: Detailed breakdown of fees for different services and professional rates
2. Required Documentation List: Comprehensive list of documents and information required from the client
3. Service Timeline: Expected timeline for service delivery and key milestones
4. Privacy Policy: Detailed privacy and data handling procedures in compliance with relevant regulations
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