You may print this engagement letter for your records.

2023 FinCEN BOI Report Engagement Letter

Dear Client: We look forward to providing you with BOI Report preparation services! The purpose of this letter is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know what to [...]

By |2024-03-04T14:50:35-05:00March 4th, 2024|

2023 Gift Tax Return Engagement Letter

Dear Client: The Wolf Group, P.C. is pleased to provide you with the professional services described below. This letter confirms our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. The engagement between [...]

By |2024-01-18T15:06:55-05:00January 18th, 2024|

2023 Fiduciary Tax Return Engagement Letter (GF)

Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know [...]

By |2024-01-18T15:07:14-05:00January 18th, 2024|

2023 Fiduciary Tax Return Engagement Letter

Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know [...]

By |2024-01-18T15:07:35-05:00January 18th, 2024|

2023 Entity Tax Return Engagement Letter (CR)

Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know [...]

By |2024-01-18T15:07:50-05:00January 18th, 2024|

2023 Entity Tax Return Engagement Letter

Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter is to specify the terms of our engagement and clarify the nature and extent of the services we will provide. This way, you know [...]

By |2024-01-18T15:08:12-05:00January 18th, 2024|

2023 Gift Tax Return Engagement Letter (GF)

Dear Client: The Wolf Group, P.C. is pleased to provide you with the professional services described below. This letter confirms our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. The engagement between [...]

By |2024-01-18T15:08:43-05:00January 18th, 2024|

2023 Individual Tax Return Engagement Letter (CR)

Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will [...]

By |2024-01-18T15:09:07-05:00December 19th, 2023|

2023 Individual Tax Return Engagement Letter

Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will [...]

By |2024-01-18T15:09:25-05:00December 19th, 2023|

2023 WGCA Client Tax Return Engagement Letter

Dear Client: We look forward to providing you with tax return preparation services this year! The purpose of this letter and attached “Additional Engagement Terms” is to specify the terms of our engagement and clarify the nature and extent of the services we will [...]

By |2024-01-18T15:09:43-05:00December 4th, 2023|
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