WBCPA Annual Letter of Engagement

As part of our commitment to you, we require all clients to complete an annual Letter of Engagement. This online document is not just a formality; it’s a legal requirement that clearly defines the scope of our services, responsibilities, and expectations. While we recognize that filling in forms can be tedious, this form is crucial in updating your office profile, establishing a solid foundation for our professional relationship, and ensuring compliance with tax regulations and government agencies.

Take a moment to fill out the Letter of Engagement, and let’s set the stage for successful tax year together. If you have any questions, our friendly team is always here to help!

Please Be Advised

The LOE below is for Individuals that file a personal, and business tax return. For a business or trusts only agreement, click here.
Some Apple Mac devices may experience some technical issues with this form. Apple IOS devices are supported.
Once you begin entering your information on the form below you must complete it in one session. For your security, the form cannot be saved to be completed at a later time. We recommend allocating approximately 5-10 minutes (depending on the complexity of your information), to complete without interruption.
Please ensure all the information required in all relevant fields is correct. Based on your circumstances, additional fields may be revealed.
When submitting our the Letter of Engagement (LOE), a retainer payment is required. You can use one credit card on the form. If you’d like to use multiple cards, please contact us before submitting.
Once you have submitted the Letter of Engagement you will receive a confirmation email.

Tax Savings Tip

Clients who file both business and individual tax returns with us can maximize their deductions by using their business credit card to pay for their individual tax return retainer.

Annual Letter of Engagement

Complete our Annual Letter of Engagement if you would like us to prepare and file your Individual, Business and /or Fiduciary Trust Tax Return(s).

"*" indicates required fields

Select Tax Year For This Engagement*

Select the tax year, not the filing year (e.g., 2024 taxes filed in 2025).

Select Client Status*

Select whether you are a new or existing or client.

Primary Contact/Tax Payer Information

Complete your current information in the fields below. This section must be completed by all clients.

Full Legal Name*

Enter your full legal name.

First Name Middle Name or Initial (Leave blank if not applicable) Last Name

Name on Your Most Recent filed Tax Return?*

Enter the legal name(s) that appear on your previously filed tax return. Include your spouse’s legal name if filing jointly.

Your Address*

This address will be used for all mail correspondence from the IRS, State tax authorities, and our office. International addresses will be retained on file only.

Street Address Apt., Suite, P.O.Box City State / Province / Region ZIP / Postal Code Country

Your Email Address*

Enter your preferred email. This email will be used for communication from our office and portal access.

Your Phone Number*

This phone number will be used for communication from our office. Please include country code if overseas.

Additional Individual Inclusion

Select whether you would you like to include additional individual tax returns in this engagement with our firm? Example: Children required to file, elderly parents, spouses filing separately. Each additional tax return will require an additional retainer payment.

2. Name

Enter full legal name as appears on tax return

First Middle Name or Initial (If applicable) Last

3. Name

Enter full legal name as appears on tax return

First Middle Name or Initial (If applicable) Last

4. Name

Enter full legal name as appears on tax return

First Middle Name or Initial (If applicable) Last

5. Name

Enter full legal name as appears on tax return

First Middle Name or Initial (If applicable) Last

Business Inclusion

Select whether you would you like to include one or multiple businesses in your tax engagement with our firm? Please Note: Schedule C does not require a business engagement

Fiduciary Trust Inclusion

Select whether you would you like to include one or multiple Fiduciary Trusts in your tax engagement with our firm?

Business Information

Complete this section if you are also filing a business tax return. (Corporation, partnership or non-profit tax return.)

Main Business Name

Legal business name as appears on your tax return, incorporation or legal documents.

Business Address

This business address will be used for all mail correspondence from the IRS, State tax authorities, and our office.

Street Address Apt., Suite, P.O.Box City State ZIP Code

Preferred Business Email

Preferred Business Phone Number

Multiple Businesses

Complete this section if you are filing taxes for multiple businesses. All legal business names must be included in this section and must match your incorporation documents.

Legal Business Name 2

Legal Business Name 3

Legal Business Name 4

Legal Business Name 5

Legal Business Name 6

Legal Business Name 7

Fiduciary Trust(s) Information

Complete this section if you are also filing a Fiduciary Trust tax return.

Main Fiduciary Trust Name

Legal business name as appears on your tax return, or legal documents.

Trust Address

This address will be used for all mail correspondence from the IRS, State tax authorities, and our office.

Street Address Apt., Suite, P.O.Box City State ZIP Code

Preferred Trust Email

Preferred Trust Phone Number

Multiple Fiduciary Trusts

Complete this section if you are filing taxes for multiple trusts. All legal trust names must be included in this section and must match your legal documents.

Legal Trust Name 2

Legal Trust Name 3

Legal Trust Name 4

Legal Trust Name 5

Legal Trust Name 6

Legal Trust Name 7

Payment Policy and Taxpayer's Responsibility

Please check the boxes to indicate your consent and acknowledgment of the terms outlined.

Agreement

Signature*

Date*

Retainer Fees

Any retainer paid at the commencement of services is applied against final billing and does not constitute a full payment or a cap on fees for tax preparation and other services rendered; additional fees will be billed as work is completed. If this Letter of Engagement is signed and payment has been processed by January 31, 2026, you will receive a 10% discount on the total tax return preparation fee for the 2025 tax year only, to be deducted from the final invoice. This discount offer is final and will not be extended.

Select Tax Filing Service(s)

Enter the quantity of each service you require. If filing both personal and business taxes, enter '1' in the individual field and '1' in the business field. If filing for multiple businesses, enter the total number in the business quantity field.

Individual/Joint Tax Filing Retainer *

Price: $400.00

Retainer for the preparation and filing of an Individual/Joint tax return(s)

Business Tax Filing Retainer

Price: $850.00

Retainer for tax planning, preparation and filing of a Corporation/Partnership/Non-Profit tax return(s)

Fiduciary Trust Tax Filing Retainer

Price: $850.00

Retainer for preparation and filing of Fiduciary Trust tax return(s)

Total Retainer(s)

Total amount due

Payments powered by ...

Payment*

Select payment type

Billing Name*

Cardholder or Account Name

Billing Address*

Input your credit card/bank account billing information

Same as Primary Address

Street Address Apt., Suite, P.O.Box City State ZIP Code

Thank you

We appreciate the opportunity to serve you and believe this letter accurately summarizes the significant terms of our engagement. Should you have any questions or require additional information, please to contact us.

Submit

Once you have entered all the information required, you may submit this Letter of Engagement. You will receive a confirmation email, sent to the specified email address on this form.

Essential FAQs for Existing and New Clients

Looking for answers? Check out our FAQ page for more information. If you need additional assistance, our admin team is ready to help you with the answers you need.

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