CPA’s Guide to Effective Engagement Letters
A Crisis in CPA Profession, and a Calling – History of CAMICO
Sample Engagement Letters
Engagement letters help clarify the relationship and scope of services with the client.
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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.
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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