Draft a Client Engagement Letter

What You'll Get

A complete engagement letter draft for a new client — defining scope of services, fee range, deliverables, and standard liability provisions — ready for your review and your firm's required modifications.

The Prompt

Draft a professional engagement letter for a new tax client. Client type: [individual / S-corp / C-corp / partnership]. Services: [list specific returns and advisory services]. Estimated fees: [$X–$Y range]. Key terms: [any special conditions, co-operation requirements, document deadlines]. Include standard sections: scope of services, client responsibilities, fees, limitations, and CPA signature block.

Tips

Have your firm's legal counsel or management review any template before use — AI handles structure and language efficiently, but your firm's specific liability provisions and state-specific requirements must be verified and incorporated.