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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 Small Business Jobs Act of 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, the Patient Protection and Affordable Care Act, the Health Care and Education Reconciliation Act, and 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.
Available Products Include:
- Individual Tax Engagement Letter and Client Questionnaire -- also includes 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 2011, a gift tax engagement letter for 2011, and an estate engagement letter for estate of decedent, dying in 2011
- 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.
| Special Offers! Buy all 4 products and pay just $149.00 – save 20%! Choose any 2 or 3 products and save 10%! |
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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 10% discount will be automatically taken when you order two or three products.
| Price | Order Information |
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| Best Value! Buy all 4 products and pay just $149.00 – save 20%! |
$149.00 |
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| 2011 Individual Tax Engagement Letter and Client Questionnaire |
$60.00 |
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| 2011 Business Tax Engagement Letter/Questionnaire |
$60.00 |
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| Engagement Letters for Estates and Trusts | $40.00 |
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| New! Disengagement Letters | $25.00 |
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Surgent McCoy CPE, LLC 237 Lancaster Ave Devon, PA 19333 (610) 688-4477 (610) 688-3977 (FAX) info@cpenow.com |