The engagement letter allows the accountant to define what is and what ... If your client misses a due date, any role you played as tax preparer will be front and center in a claim, Sterna noted. "The ...

Investopedia / Joules Garcia An engagement letter is a written ... "scope creep," something that every tax accountant and attorney dreads. The letter may also cite services that lie outside ...

Tax planning is different from tax compliance ... Use an ROI report and/or slide deck presentation. Ensure that the engagement letter and ACH request information are ready for the client to ...