New client intake with scope of service, annual tax organizer, document request checklist with upload slots, engagement letter with e-file authorization, and year-end review signoff for small CPA firms and tax preparers
Get started with PocperThis letter confirms the terms under which our firm will prepare your tax return. Please read each section carefully, complete the client details, and sign at the bottom. Our engagement will not begin until this letter is signed and any agreed retainer is paid.
Client name (as it will appear on the return):
Spouse name (if joint return):
Engagement effective date:
Our services are limited to preparation of the returns you tick below for the tax year shown. We will not audit or verify your data; we will rely on the information you provide. Any service not listed here, including representation in an IRS or state examination, is a separate engagement that requires a written addendum.
Tax year covered by this engagement:
Form 1040 — federal individual income tax return
State income tax return(s) — states:
Business return — Form 1065 / 1120 / 1120-S (specify entity in notes)
Quarterly estimated tax vouchers (Form 1040-ES) for the following year
Extension filing (Form 4868 / 7004) if needed
FBAR (FinCEN Form 114) for foreign accounts, if applicable
Quoted fee (flat or estimate):
Billing basis:
Flat fee — due in full at delivery of signed return
Hourly — billed per partner / staff rates with monthly invoices
Retainer — amount below held against final fee
Retainer amount (if applicable):
Invoices are due within 15 days. Past-due balances accrue interest at 1% per month. Work may be paused if payment is not current. Our fee does not include responding to IRS or state notices unrelated to our preparation.
I will provide complete and accurate information and documents in a timely manner.
I understand I am responsible for the final content of my tax return and for retaining supporting records for at least seven years.
I understand that to meet the filing deadline, all source documents should reach the firm no later than the date below.
Document cut-off date to guarantee on-time filing:
By ticking the boxes below, you authorise our firm, as your Electronic Return Originator (ERO), to transmit your return to the IRS and applicable state tax authorities. You confirm the return has been reviewed and that entries are correct and complete. A separate Form 8879 will be provided for your physical or electronic signature before transmission.
I authorise electronic filing of my federal return.
I authorise electronic filing of my state return(s).
I authorise the firm to receive confirmation of IRS acceptance or rejection on my behalf.
I authorise any balance due to be debited / refund to be deposited using the bank details I have supplied separately.
We will not disclose your information to any third party without your written consent, except as required by law or professional regulation (IRC §7216). Working papers are the property of the firm. Either party may terminate this engagement in writing; fees for work performed through the termination date remain due.
I have read and agree to the terms of this engagement letter.
Authorized representative — printed name:
Signed date:
Signer — printed name:
Signed date:
The Engagement Letter & E-File Authorization template is a ready-to-use form from Pocper's Accounting & Tax Services pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.