Sure Financial & Tax Services · Business client engagement

Business Engagement Letter Builder

Select the entity returns, schedules, states and any payroll or bookkeeping services 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.

Client entity Letter heading

The entity name prints exactly as entered. The signer name and title set the second signature block, so use the person who has authority to bind the entity.

Entity legal name
Trade name Optional, prints as d/b/a
Authorized signer
Signer title Officer, member, partner, trustee
State of organization
Fiscal year end Only if not December 31
Letter date
Client file reference Optional; prints in the heading
Federal return Entity income tax return

Check the one return this engagement prepares. A second entity is a second letter, not a second checkbox.

Other federal return
Schedules and statements Attached to the entity return

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

Owners receiving a K-1
Rental properties on Form 8825
Fixed asset additions
Bank and credit card accounts
Other schedule or statement
Elections and additional forms Filed with or alongside the return
Other form
Other form
State and local returns Income, PTE and franchise filings

List the states by name or postal code. A state not listed here is outside the engagement, including a state the entity later acquires nexus in.

Home state
Additional state(s)
PTE / composite state(s) NJ BAIT, NY PTET and the like
Franchise / annual report state(s)
Local or city return(s)
Payroll, information returns and bookkeeping Section 5 of the letter

Leave every box clear and these services are named in the letter as excluded. Check one and it moves into scope with its own fee line.

Employees on Form W-2
Contractors on Form 1099
Recurring fee for these services
Billed
Bookkeeping platform and cadence
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 6 of the letter
Flat fee Return preparation
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, form or service not selected on this page is outside the engagement, and nothing here is an audit, review or compilation of financial statements.