Engagement Letter

Sure Financial & Tax Services · Client engagement

Engagement Letter Builder

Select the returns, schedules and states this engagement covers, set the fee arrangement, and print a signature-ready engagement letter with the scope of services already filled in. Nothing you type leaves this browser.

Taxpayer Letter heading

Names print exactly as entered. Leave the spouse line blank and the second signature block is omitted.

Taxpayer name
Spouse name Joint returns only
Letter date
Client file reference Optional; prints in the footer
Federal return Form 1040 series
Other federal return
Schedules Form 1040 attachments

The counts drive the fee conversation more than the checkboxes do. Fill them in where they apply.

Schedule C businesses
Schedule E rental properties
Schedules K-1 received
Brokerage 1099-B statements
Other schedule
Additional forms Attached as required
Other form
Other form
State and local returns Resident, nonresident, part-year

List the states by name or postal code. A state not listed here is outside the engagement.

Resident state(s)
Nonresident / part-year state(s)
Local or city return(s)
Added by addendum Signed addendum required

These sit outside the base engagement. Checking one prints it as included and prints the addendum date on the letter.

Other addendum item
Addendum dated
Fee arrangement Section 4 of the letter
Flat fee
Hourly rate
Retainer due at signing
Billing method
Additional services and fee
Notes and special instructions Prints below the scope table
This builds an engagement letter, not a tax return. The printed letter is a draft for review and signature by Sure Financial and Tax Services LLC and the client. Any return, schedule or form not selected on this page is outside the engagement.