Get the new 2009 engagement letters, complete with all new changes under The American Recovery and Reinvestment Act of 2009. Protect yourself and your firm from IRS penalties and fines Reduce your exposure to malpractice and claims

Letters from former years must be totally rewritten – but we've done all the work for you. Plus, the individual and business tax engagement letters come with a comprehensive client questionnaire. This essential document eliminates the need to send out tax organizers to clients, and creates a more uniform system for processing returns.

Available Products Include:

• Individual Tax Engagement Letter and Client Questionnaire -- includes a 6-page engagement letter, a 9-page questionnaire, and a 5-page letter on disclosure policies.

• Business Tax Engagement Letter and Client Questionnaire -- includes a 5-page engagement letter, a 4-page questionnaire, and a 5-page letter on disclosure policies.

• Engagement Letters for Estates and Trusts -- four products in one! Includes a fiduciary income tax enagagement letter AND questionnaire, a gift tax enagagement letter, and an estate tax engagement letter

• Disengagement Letters -- includes individual, business, fiduciary income tax, and estate tax letters

Best of all, these products are easy to buy and use! Order online and receive the material in a downloadable Microsoft Word format, so that your firm can make modifications applicable to you.

PLEASE NOTE: Returns cannot be accepted for these products.

How to Order:

To purchase the four-product package, or to purchase an individual engagement/disengagement letter, click "add to cart" next to the item of your choice.

To order two or three products, click "add to cart" next to your first item, and then click "return to engagement letter order form" to add the next item, etc. Your 10% discount will be automatically taken when you order two or three products.

Best Value! Buy all 4 products and pay just $149.00 – save 20%!

$149.00

Updated! Individual Tax Engagement Letter and Client Questionnaire

$60.00

Updated! Business Tax Engagement Letter/Questionnaire

$60.00

New! Engagement Letters for Estates and Trusts: Form 706 and Form 1041

$40.00

New! Disengagement Letters – how to effectively fire a client and protect yourself from future liability

$25.00