Engagement letters are a vital tool for tax professionals. They clearly define the scope of services, responsibilities, deadlines, and expectations between you and your client. This written agreement not only helps prevent misunderstandings, but also provides legal protection in the event of a dispute. The engagement letter we’re offering is specifically designed for 1040 engagements, meaning it’s tailored for individual income tax return preparation. Whether you’re working with long-time clients or onboarding someone new, this 1040-specific letter ensures both parties understand what’s included (and what isn’t), making your practice more efficient, professional, and protected.