CPA Engagement Letter Generator
Create a customized engagement letter for CPA services
Basic Info
Services
Fees & Timeline
Terms & Conditions
CPA Firm Information
CPA Firm Name
CPA Firm Address
Phone Number
Email Address
Partner Name
Client Information
Client Name
Client Address
Primary Contact Person
Client Entity Type
Corporation
S-Corporation
Limited Liability Company (LLC)
Partnership
Sole Proprietorship
Non-Profit Organization
Individual
Date of Letter
Service Type
Primary Service Category
Tax Services
Tax return preparation and planning
Audit & Attest
Financial statement audits and reviews
Advisory Services
Business consulting and financial advisory
Bookkeeping
Regular financial record-keeping
Tax Returns to Prepare
Federal Income Tax Returns
State Income Tax Returns
Local Tax Returns
Sales Tax Returns
Payroll Tax Returns
Tax Year
Service Exclusions
Explicitly Excluded Services
1. Detecting fraud or other irregularities 2. Verifying the accuracy of information provided by the client 3. Filing extensions without specific authorization 4. Representing the client in audit or collection proceedings without a separate engagement 5. Preparing returns for related entities unless specifically engaged to do so
Fee Structure
Fee Arrangement
Fixed Fee
Set price for defined services
Hourly Rate
Billed based on time spent
Monthly Retainer
Regular monthly fee
Fixed Fee Amount
Payment Schedule
100% Upfront
50% Upfront, 50% Upon Completion
100% Upon Completion
Timeline
Engagement Start Date
Estimated Completion Date
Client Information Deadline
Legal Provisions
Governing State Law
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Dispute Resolution Method
Mediation Only
Mediation then Arbitration
Arbitration Only
Litigation
Additional Terms
Additional Terms and Conditions
This engagement letter constitutes the entire agreement between the parties with respect to the services described herein and supersedes all prior agreements, understandings, or representations. Any modification to this engagement letter must be in writing and signed by both parties.
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