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PC2025
Level 4
January 24, 2025
Question

What content can be included in an engagment letter for a 1040 return, can it be included the price ?

  • January 24, 2025
  • 1 reply
  • 4 views

What content can be included in an engagement letter for a 1040 tax return? Is it appropriate to include pricing in the letter?  Where to find a simplest engagement letter ? 

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    1 reply

    Quack_Shot
    Quack_ShotIntuit Community Champion
    Intuit Community Champion
    January 24, 2025

    You can find sample ones online like this one. 

    Best is if your E&O insurance has one for you to use. Mine uses generic terms for pricing because I don’t want to have customize for each client, but some people do. If you’re using Ignition, then that’s easiest to customize. Think TaxDome is capable of that too. 

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