Surgent McCoy's Engagement / Disengagement Letters and Client Questionnaires
Now available for download!
These unique products are used by thousands of CPA firms annually to help reduce their exposure to malpractice and preparer penalties. All engagement and disengagement letters are fully updated with all new changes under the Middle-Class Tax Relief and Job Creation Act of 2012 and Circular 230 regulations, as well as annual inflation-adjusted changes in the Internal Revenue Code.
Plus, the 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.
New this year! Individual tax engagement letters now include a full-length version as well as a streamlined option for even more flexibility!
Available Products Include:
New! Individual Tax Engagement Letter and Client Questionnaire --
now includes a full-length engagement letter and a streamlined option, plus a disclosure policy letter
Business Tax Engagement Letter and Client Questionnaire --
also includes a disclosure policy letter
Engagement Letters for Estates and Trusts -- four products
in one! Includes a fiduciary income tax engagement letter AND questionnaire
for 2012, a gift tax engagement letter for 2012, and an estate engagement
letter for estate of decedent, dying in 2012
Disengagement Letters -- how to effectively fire a client
and protect yourself from liability. Includes individual, business, fiduciary
income tax, and estate or gift 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.
Buy all 4 products and pay just $199.00 – save almost 30%!
Choose any 2 or 3 products and save 15%!
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 tothe 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 15% discount will be automatically taken when you order two or three products.
Best Value! Buy all 4 products and pay just $199.00 – save 30%!
2013 Individual Tax Engagement Letter
and Client Questionnaire