Client Engagement Agreement

Posted July 24, 2019

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 us and what we expect from you. It is a healthy way to start a relationship.

These buttons below will take you to an online version of our Engagement Agreements. You can then submit your review and acceptance.