A CPA firm prepared tax returns for an individual and his two businesses (Business A and Business B), all of which had separate, signed engagement letters for the return preparation work. The client ...

In the defense of a professional liability claim, CPAs should know the critical role played by engagement letters. Engagement letters help define the scope of services, manage client expectations, ...

Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

Working with a money professional requires much more than simply turning over your records to a financial advisor with a Midas touch. Rather, the relationship between a financial advisor and you, the ...

WASHINGTON, Nov. 12, 2020 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has made available two sample engagement letters to its more than ...

An engagement letter is a contract, presented in the friendlier, easier-to-understand form of a letter. It is a tool often used by provider's of professional services, such as lawyers and CPAs, to ...

Your first tool to secure business and your first shield of protection if that business goes sour depends on essential ingredients, according to preparers speaking about good engagement letters. First ...

The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...