Recently, I wrote about how Engage for CPAs can solve some of the most common obstacles that prevent accountants from using engagement letters in their practices. This Journal of Accountancy article by Roby Sawyers, CPA, Ph. D. explains how accountant-client disputes are often caused by misunderstanding the accountant’s scope of services. The best way to clearly communicate the scope of services is with a well written engagement letter. Sawyers suggests “Tax Practice Responsibilities: The Importance of Engagement Letters for Small Firms” in the November 2018 issue of the Journal of Accountancy for a more thorough discussion.
Roby Sawyers, CPA, Ph. D. “Small firm engagement letters”. The Tax Advisor. November 2018