Engagement Letter

Posted Sunday, December 8, 2024

Table Of Contents

Client Engagement Letter

The IRS, American Institute of Certified Public Accountants (AICPA) and our Professional Liability Insurance provider are getting more stringent on Client Engagement Agreements. They can be demanding that way. To ensure compliance and continued service, please help us by returning this document to us. It helps outline what you can expect from WCG CPAs & Advisors and what we expect from you. It is a healthy way to start a relationship.

Also, for our Business Advisory Services, Investor Patrol Services and Tax Patrol Services clients, our proposal does not constitute an engagement agreement for tax return preparation (sorry).

For 2024 tax returns due in 2025, we offer two versions; digital form and non-fillable PDF. Please review and provide acceptance so we may start the preparation of your tax returns.

We also have a “combo” engagement agreement for those individuals who also own a business that files a business entity tax return (corporation or partnership), and multi-business engagement agreement where you list all your entities and sign once.

Secure Digital Engagement Letters

Use the buttons below to read and sign the online digital engagement letter.

Digital Individual (1040)

View details about 1040 tax return prep, deadlines, and responsibilities for timely submissions.

Digital Combo (1040 + Biz)

View details about 1040 + business entity tax return prep, deadlines, and responsibilities for timely submissions.

Digital Business (1065, 1120, 1120S)

View details about business entity ax return prep, deadlines, and responsibilities for timely submissions.

Multiple Businesses

Use this button to sign engagement letters on behalf of several businesses.

Digital Trusts and Estates (1041)

View details about trusts and estate tax return prep, deadlines, and responsibilities for timely submissions.

PDF Engagement Letters

Use the buttons below to download the PDF versions of above, sign and then upload to your Sharefile.

PDF Individual (1040)

View details about 1040 tax return prep, deadlines, and responsibilities for timely submissions.

PDF Business (1065, 1120, 1120S)

View details about business entity tax return prep, deadlines, and responsibilities for timely submissions.

PDF Fiduciary (1041)

View details about trusts and estate tax return prep, deadlines, and responsibilities for timely submissions.

Sharefile

Click here to securely submit your documents via ShareFile!

Secure Upload

Client Communication Preferences

We are excited to be working with you in preparation of your tax returns. Relationships are primarily about communication, right? This is optional, but if you can spare a few minutes please review and complete our simple digital form outlining your communication preferences. We might still leave wet towels on the floor, but at least we’ll be better with our communications.

Communication Preferences

Take our quick communication survey to help us build a stronger partnership together!

Learn More

Prior Year Engagement Letter

These engagement letters are for prior year tax returns, and are available as PDFs and online digital forms. The filing deadline for prior year tax returns has passed, and therefore will be considered late by the taxing agencies.