Cpa Engagement Letter Template – US

Disclaimer

The information provided here is intended solely as a general example for professional engagement letters from certified public accountants serving clients in the United States. It does not constitute legal or financial advice and should not be relied upon as a substitute for consulting with a licensed CPA or legal professional. Jurisdiction-specific laws and regulations may vary, and adjustments might be necessary to ensure compliance with local requirements. The use of this template is the user’s responsibility, and we assume no liability for any errors, omissions, or consequences resulting from its use without professional review.

Please note: This is a sample CPA Engagement Letter template for the United States, provided here for illustrative purposes only. Actual terms may vary based on specific client arrangements and applicable regulations.

Sample CPA Engagement Letter (US)

Parties Involved:

CPA Firm: ABC Accounting Services
Address: 123 Main Street, Suite 400, New York, NY 10001

Client: XYZ Corporation
Address: 789 Business Ave., New York, NY 10002

Scope of Services:

The CPA firm agrees to provide accounting, auditing, and advisory services as detailed in this engagement letter, specifically including financial statement preparation and compliance review.

Deliverables:

The CPA shall deliver the completed financial statements and relevant reports by the agreed-upon deadlines, subject to client timely cooperation.

CPA Responsibilities:

The CPA will perform services in accordance with Generally Accepted Accounting Principles (GAAP) and applicable professional standards, ensuring accuracy and compliance.

Client Responsibilities:

The client agrees to provide all necessary information, records, and access required for the CPA to perform services effectively and timely.

Fees and Payment Terms:

The client shall pay the CPA a fee of $XXXX, payable within 30 days of invoice receipt. Additional costs may apply for out-of-scope services, subject to prior approval.

Term and Termination:

This agreement commences on the date signed below and continues until the completion of services unless terminated earlier by either party with written notice.

Governing Law:

This engagement letter shall be governed by the laws of the State of New York. Disputes shall be resolved in the appropriate courts of New York.

Additional Provisions:

• Any amendments to this agreement must be in writing and signed by both parties.
• The CPA makes no guarantees regarding tax or legal outcomes.
• Confidentiality shall be maintained for all client information unless disclosure is required by law.

New York, ______________________