2025 Coming After Thanksgiving

2024 Engagement Letters & Client Questionnaires

Name: Engagement Letters & Client Questionnaires (Editable Templates)
Brand: Surgent CPE

$45 – $199

Options:

Engagement Bundle (contains all four) $199

2024 Business Tax Engagement Letter/Questionnaire $85

2024 Individual Tax Engagement Letter & Client Questionnaire $85

2024 Engagement Letters for Estates & Trusts $65

2024 Disengagement Letters $45

Select one or more options to add to cart

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Key features:

Comprehensive client questionnaires (no separate organizer needed)
Individual & business products reflect latest legislative updates
Delivered in editable Microsoft Word
Letters & questionnaires delivered in early December

PLEASE NOTE: Returns cannot be accepted for these products.

Engagement letters image — **Need help choosing?** Talk to our team.

Engagement letters and client questionnaires help define scope, responsibilities, and billing terms up front—reducing risk and creating a consistent intake process for your firm. Use them to set expectations with clients and streamline your tax season workflow.

Surgent makes it easy with four ready-to-use, editable Microsoft Word templates: Individual Tax Engagement Letter & Client Questionnaire, Business Tax Engagement Letter/Questionnaire, Engagement Letters for Estates & Trusts, and Disengagement Letters—or choose the all-in-one bundle. Individual and business options include comprehensive questionnaires so you can skip separate organizers, and all content reflects the latest 2024 legislative updates. Files are delivered digitally; letters and questionnaires are released in early December.

Buying for a team? Contact us for pricing.

Surgent’s Engagement Letters & Client Questionnaires are ideal for tax preparers that:

Need clear scope & risk protection

Set responsibilities, deliverables, and fees up front to reduce disputes and scope creep.

Want a consistent intake process

Individual and business letters include comprehensive questionnaires—no separate organizer required.

Need fast customization

Editable Microsoft Word files make it easy to add firm branding, e-signature blocks, and portal links.

Require filing year-ready language

Content reflects the latest legislative updates and best-practice engagement clauses.

Support estates, trusts & disengagements

Includes specialized Estate & Trust templates plus professional disengagement language.

Prefer simple purchasing

Buy any single template—or choose the value bundle with all four in one checkout.

Engagement Letters & Client Questionnaires FAQs

What’s included with each option?: You can choose any of the four templates—Individual, Business, Estates & Trusts, or Disengagement—or select the bundle that includes all four. The Individual and Business options include a comprehensive client questionnaire to streamline intake (no separate organizer needed).
What file format do I receive?: All products are delivered as editable Microsoft Word files so you can add firm branding, engagement-specific clauses, and e-signature/portal instructions.
When are the files delivered?: Files are delivered digitally after purchase. Letters and questionnaires for the current season are released in early December.
Are these updated for the latest filing year?: Yes. The Individual and Business engagement letters include language that reflects the latest legislative updates and best-practice provisions.
Can I buy just one template, or do I need the bundle?: You can purchase any single template—or choose the value bundle if you need all four. The product selector on this page allows any combination, and will automatically switch to the bundle if all four are selected.
Can I customize the language?: Absolutely. The documents are designed to be tailored to your firm and client base. Because every engagement is unique, consider reviewing your final version with your advisor or legal counsel.
What is your return policy for these products?: Please note that returns cannot be accepted for these downloadable products.