RE: [taxchat] Engagement letter

08 Oktober 2008

RE: [taxchat] Engagement letter

My considered opinion is, that’s just plain crazy. Which probably means it’s correct.

Chuck

From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com] On Behalf Of Robert Lukey
Sent: Wednesday, October 08, 2008 1:34 PM
To: taxchat@yahoogroups.com
Subject: [taxchat] Engagement letter

I just heard yesterday that as of 01/01/09 in order for me to discuss something such as an IRA contribution with a client I will have to have the client sign an engagement letter before we can start. Does anyone else have any knowledge or thoughts on this? Or for that matter clients will have to sign an engagement letter before we discuss any topic that might benefit them in any way or point out the detrimental side of an issue. The way it sounds I will have a new client call to ask me what services I can provide and I will have to have them sign an engagement letter to talk to them about what to put into 2nd engagement that spells out what we are going to talk about.

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Robert Lukey EA CPA

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Pajak

08 Oktober 2008

RE: [taxchat] Engagement letter

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