Engagement letter template builder

What this is built on

The section structure comes from the standard components of an engagement letter (as summarized, with attribution to ICAEW guidance, on Wikipedia's Engagement letter article). For U.S. tax engagements, several sections are anchored to Treasury Circular 230 (31 CFR Part 10), the federal rules governing practice before the IRS:

• Diligence as to accuracy — §10.22
• Fees — §10.27
• Return of client records — §10.28
• Conflicts of interest & written consent — §10.29
• Best practices, incl. clearly communicating the terms of the engagement — §10.33
• Basis for written advice — §10.37

Sections such as limitation of liability, indemnification, confidentiality, governing law, and IRC §7216 consent are included as labeled placeholders only because their correct wording depends on your state and professional standards. Set those with your attorney and malpractice insurer — the best source for your actual letter is often the sample your insurer already provides.