Download CAMICO's Sample Engagement Letters for CPAs (Certified Public Accountants)

 

Individual Tax

Some sample engagement letters available to CAMICO policyholders

  • Individual Income Tax Engagement Letter
  • Individual Income Tax Engagement Letter -  Expanded Version
  • Financial Statement Preparation Engagement Letter
  • Prospective Financial Statement: Forecast Engagement Letter
  • Prospective Financial Statement: Projection Engagement Letter

 

Corporate and Partnership Tax

Some sample engagement letters available to CAMICO policyholders

  • Corporate Income Tax Engagement Letter
  • Corporate Income Tax Engagement Letter- Expanded Version
  • S-Corporation Income Tax Preparation Engagement Letter
  • Partnership Income Tax Engagement Letter
  • Partnership Income Tax Engagement Letter - Expanded Version
  • Partnership Income Tax Preparation for an LLC Engagement Letter
  • Income Tax Preparation for a Single-Member LLC Engagement Letter

 

Full Service Client Services

Some sample engagement letters available to CAMICO policyholders

  • Business Management Engagement Letter
  • Full Service Client Accounting Engagement Letter
  • Personal Financial Planning Engagement Letter
  • Business Planning Engagement Letter
  • Investment Advisory Engagement Letter
  • Cash Management Engagement Letter
  • SSVS 1:Valuation Engagement Letter
  • SSVS 1: Calculation Engagement Letter

 

Trust and Estate Tax

Some sample engagement letters available to CAMICO policyholders

  • Trust Tax Preparation Engagement Letter
  • Estate Tax Preparation Engagement Letter
  • Estate Planning: Co-Trustee Engagement Letter
  • Informational Letter: Estate and/or Final Income Tax Return Due Dates Engagement Letter
  • Final Request for Information on Estate Engagement Letter

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Professional Liability Insurance for CPAs

CPAs (Certified Public Accountants) need Professional Liability (PL) insurance to cover damages arising out of an act, error or omission when providing professional services. At CAMICO, we believe that many worst-case scenarios can be avoided if matters are dealt with early on. With the most comprehensive loss prevention program available to the CPA (Certified Public Accountant) profession, we will work with you to mitigate loss while providing the resources to maintain sound risk control as you grow your practice.

 

 

"CAMICO stood behind me and my firm with outstanding insurance and advice and an excellent selection of expert legal counsel. I would not hesitate to recommend CAMICO to any other CPA firm."

Donald Lucove, CPA Lucove, Say & Company - California

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CyberCPA– Cyber Coverage

Cyber-attacks and data breaches continue to make the news, and small to mid-size firms are just as vulnerable as larger organizations. Unlocked computers, lost mobile devices, stale security passwords, and network hacker attacks are just some of the ways CPA firms are exposed to data breaches and cyber risk. To learn more, read about CyberCPA for Cyber Coverage.

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