Document background
The Tax Preparer Engagement Letter serves as a crucial document in establishing clear expectations and legal protection for both tax preparers and their clients. This document is required under various U.S. regulatory frameworks, including IRS guidelines and state-specific requirements. It typically outlines the scope of work, defines responsibilities, establishes fee structures, and includes mandatory disclosures about privacy, liability, and professional obligations. The letter helps ensure compliance with professional standards while protecting both parties' interests throughout the tax preparation process.
