Customer Service: 800-778-7436     

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

2017 Engagement Letters and Client Questionnaires

Order now! You'll receive download instructions via email.

Now, more than ever, you need comprehensive engagement letters and client questionnaires for the upcoming tax season. These unique products are used by thousands of CPA firms annually to help reduce their exposure to malpractice and preparer penalties. All engagement and disengagement letters are fully updated for 2017.

Plus, the engagement letters come with a comprehensive client questionnaire. This essential document eliminates the need to send out tax organizers to clients, and creates a more uniform system for processing returns. As an additional feature, the individual and estate tax products include a special questionnaire for the net investment income tax, self-charged rentals, self-charged interest, and real estate professionals’ safe harbor rules.

Available Products Include:

  • Individual Tax Engagement Letter and Client Questionnaire

  • Business Tax Engagement Letter and Client Questionnaire

  • Engagement Letters for Estates and Trusts

  • Disengagement Letters

Best of all, these products are easy to buy and use! Order online and receive the material in a downloadable Microsoft Word format, so that your firm can make modifications applicable to you.

PLEASE NOTE: Returns cannot be accepted for these products.

$45-$85 each.

Or buy all 4 for just $199 (save 30%!)


All 4 Products


Buy Now

2017 Business Tax Engagement Letter/Questionnaire


Buy Now

2017 Individual Tax Engagement Letter & Client Questionnaire


Buy Now

2017 Engagement Letters for Estates & Trusts


Buy Now

2017 Disengagement Letters


Buy Now


Thank You!


QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.