Arnie,
I’d advise two separate engagement letters, since both the services you’ll provide and your potential liability exposure are essentially different. I guess that if I did combine mine, I’d divide it two sections, a tax section and a writeup section. But I’d want the client to sign off on each section, so why not have two letters?
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Arnold M. Socol
Sent: Friday, October 17, 2008 3:35 PM
To: taxchat@yahoogroups.com
Subject: [taxchat] ENGAGEMENT LETTER FOR WRITEUP AND TAX
I am interested in creating an Engagement Letter for monthly write-up services and all tax prep for. I have seem others from our members but they are for tax prep. Does anyone have including the write-ups? Can you post. Thanks.
Arnie
IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
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