Sample Engagement Letters
Engagement letters help clarify the relationship and scope of services with the client.
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5 Things to Look for in a CPA Insurance Provider
Accountants may face difficulty finding the right CPA liability insurance provider. However, knowing the right criteria will help CPAs make the right choice to protect their firm.
Engagement Letter Do’s and Don’ts
Engagement letters help CPA firms improve communication with clients, document engagements more effectively, and protect the firm from litigation. Letters should be as detailed as possible in describing the nature and extent of the services that the firm is being retained to perform, as well as the services that the firm is not being retained to perform.
Reducing Your Risk: Documentation and Engagement Letters
CPA liability exposures during tax season are always a concern, regardless of economic or professional conditions. CAMICO’s claims experience shows that many high-exposure tax claims have certain characteristics in common, primarily as follows:
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