Review of prior-year returns. State that you are responsible only for positions taken on the current-year return and not for those on returns for previous years prepared by another firm or preparer.

An engagement letter the bank produced specified the tax years for return preparation, but the period for which PwC would perform “recurring tax consulting services” was not specified, thus leaving ...

4. Nexus issues: The letter should limit the engagement to the preparation to the current-year federal tax return and the tax returns for the states where the taxpayer deemed themselves a resident ...

The engagement letter allows the accountant to define what is and what ... If your client misses a due date, any role you played as tax preparer will be front and center in a claim, Sterna noted. "The ...

that private tax preparers have made billions of dollars for charging people to use the software of the tax preparer. I have been an Enrolled Agent for over 30 years and I take exception to that ...