The following language is highly recommended. It and most of the following passages are from or based on a full sample engagement letter available here: We will prepare your [Year] joint federal ...

Which Engagement Letter Reigns Supreme?,” JofA, Dec. 2017. Where can I find a sample engagement letter for (insert name of service)? Sources of sample engagement letters and sample terms and ...

Because each client's needs are unique, no two letters of engagement are the same. Here are common sections a sample letter may include: The letter of engagement is beneficial to both client and ...

Because each client’s needs are unique, no two letters of engagement are the same. Here are common sections a sample letter may include: — A list of the services and products the advisor will ...