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 ...

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, ...

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 ...