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2018 Engagement Letters and Client Questionnaires

With all of the changes that have come about due to The Tax Cuts and Jobs Act, engagement letters and client questionnaires for the upcoming tax season will need significant updates. With busy season quickly approaching, trust Surgent to do the work for you. Surgent's individual, business, and estate tax engagement letters, as well as disengagement letters, are used by thousands of CPA firms annually.

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


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2018 Business Tax Engagement Letter/Questionnaire


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2018 Individual Tax Engagement Letter & Client Questionnaire


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2018 Engagement Letters for Estates & Trusts


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2018 Disengagement Letters


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