Knoxville, Tennessee · Tue–Fri 10:30a–6p, by appointment · 865.359.0228
— $27
Client Intake & Engagement Letter Pack
Set the terms before the return, so the fee is never a surprise in February.
— WHAT YOU GET
A working pack for tax preparers: a full intake checklist, the sections every engagement letter needs, scope language you can adapt, and fee agreement wording that holds up when the work grows. Written by Melissa Griffin, EA, from a working Knoxville practice. Delivered as a PDF by email the moment your payment clears.
- ◆A ten-point intake checklist to run before you open any software
- ◆Every section an engagement letter needs, in plain language
- ◆Included and not-included scope language you can copy and adapt
- ◆Fee, additional-work and change-order wording
- ◆Why a percentage-of-refund fee is off the table under Circular 230
General education only. This pack is not legal advice, and it is not a substitute for review by your own attorney for your state and your practice.
— GRAB YOUR COPY
Pay by card and it's in your inbox.
Your download link is emailed to you the moment the payment clears, so there's nothing to wait on and nobody to chase.
Digital product. Because it's delivered instantly, all sales are final.
— PAST CLIENTS
Need a copy of a return we filed?
Request it through our secure form and we'll email it to you within 2 business days. Copies are $15 each. Please don't email or text us for a copy, that form keeps it protected.
— NEED A HAND
If it turns out you'd rather not do this alone, that's fine too.
Book a conversation and we'll tell you honestly whether this is a do-it-yourself situation or one that needs our office.