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2023 Engagement Letters and Client Questionnaires


Do you need to update your engagement letters and client questionnaires for the upcoming tax season? Why not let Surgent do the work for you! Surgent's individual, business, and estate tax engagement letters, as well as disengagement letters, take this time-consuming task off of your to-do list. And you can trust Surgent, knowing that our engagement letters are used by thousands of CPA firms annually.

Surgent 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 business tax products encompass all recent legislative updates, ensuring that you and your clients stay on top of all of the latest changes.

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 now and receive the material in a downloadable Microsoft Word format, so that your firm can make modifications applicable to you.  Letters and questionnaires will be sent early December.

PLEASE NOTE: Returns cannot be accepted for these products.


$45 - $85 each

Or save 30%! Buy all 4 for just



Engagement Bundle (contains all four products)


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2023 Business Tax Engagement Letter/Questionnaire


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2023 Individual Tax Engagement Letter & Client Questionnaire


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2023 Engagement Letters for Estates & Trusts


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2023 Disengagement Letters


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