Tax Prep Engagement Letter Templates

Give your tax business a professional edge with these ready-to-use Tax Preparation Engagement Letter Templates. Designed to protect both you and your clients, these letters clearly define responsibilities, outline services, and set payment expectations before tax work begins.

✅ What You’ll Get:

• 4 Different Versions to match your business style:

  1. Formal & Professional – for corporate or business clients

  2. Friendly but Professional – approachable, client-centered tone

  3. Concise & Straightforward – quick, no-frills agreement

  4. Premium / High-End – for VIP or long-term clients

✨ Key Features:

• Covers scope of services, client responsibilities, and confidentiality

• Payment and fee terms clearly outlined

• Easy-to-customize with your firm’s name, client name, and tax year

• Professional formatting for immediate use

• Helps set expectations, reduce liability, and build client trust

🎯 Perfect For:

✔ Independent tax preparers
✔ Virtual tax businesses
✔ CPAs and EAs
✔ Bookkeepers offering tax services

These engagement letters will ensure you’re protected, professional, and prepared to serve your clients with confidence this tax season.