CPA Engagement Letter Template
A free sample CPA engagement letter for accountants and tax preparers. Clients pick their services, read your terms and sign online before work starts.
Customize the pages and design to fit your needs.
About this template
An engagement letter with ready terms for scope, client responsibilities, fees, deadlines, records and ending the engagement. Each client chooses the services, signs online, and you keep a signed PDF with an audit trail.
Common uses
- CPA firms and tax preparers
- Bookkeepers starting a new client
- Yearly engagement renewals
Key features
- Services chosen by the client
- Fee and deadline terms
- Signed PDF with an audit trail
What this template asks
What's your full legal name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What's your business name, if this is for a business?
Short Text · Optional
Which services are you engaging us for?
Multiple Choice · Individual tax return, Business tax return, Bookkeeping, Payroll, Financial statements, Tax planning, Advisory
Which tax year or period does this cover?
Short Text
Which fee arrangement did you agree on?
Single Choice · Flat fee, Monthly fee, Hourly
Who is the main contact for this engagement?
Short Text · Optional
Engagement letter
Agreement text, accepted with “I agree”
Sign the engagement letter
Signature
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Engagement letter
Signers read this text in the form before they accept it. Edit the bracketed details to match your business, and have the wording reviewed for your situation.
Please read this before you sign.
This agreement is between [Firm name] (the "Firm") and the client named in this form.
- Services. The Firm provides the services selected above for the period stated. Other work, such as amended returns, audits or tax notices, needs a separate agreement.
- Client responsibilities. The client gives the Firm complete and accurate records by [date] and is responsible for the information on any return or report.
- Fees. The Firm charges [amount] as a flat fee, [amount] a month, or [rate] an hour, as selected above. Invoices are due within [number] days.
- Not an audit. The Firm does not audit or verify the client's records, and its work should not be relied on to find errors, fraud or theft.
- Deadlines. If records arrive after [date], the Firm may file an extension and cannot promise the return will be filed by the original due date.
- Records and privacy. The Firm keeps the client's information private and keeps its working papers for [number] years. Original records are returned to the client.
- Ending the engagement. Either side can end this agreement with [number] days written notice. Fees for work already done are still owed.
By signing below, I confirm that I have read this engagement letter and agree to it.
Frequently asked questions
What should a CPA engagement letter include?
The services and period covered, what the client must provide, fees, deadlines, the fact that the work is not an audit, record keeping and how either side can end the engagement.
Is this engagement letter ready to use as is?
It's a sample to start from, not legal advice. Fill in every bracketed term and check it against your own professional standards.
Can I send a new letter every tax year?
Yes. Share the same link each season and every client signs a fresh copy, saved as a PDF with an audit trail.