WHAT'S INCLUDED

Engagement Letter — scope, fees, PTIN/EFIN disclosure, liability cap, termination
Data Privacy & Confidentiality Agreement — FTC Safeguards Rule aligned, WISP-ready
IRS Form 2848 POA Addendum — scope of representation, CAF number, revocation
Tax Information Authorization (Form 8821) companion language
Client Informed Consent — e-file, software data transmission, bank products, e-signatures
Audit Representation Engagement Letter — separate billing, scope limits, no-guarantee clause
Independent Contractor Agreement — PTIN rules, EFIN usage, non-solicitation, IP assignment
Circular 230 Annual Compliance Acknowledgment — for staff and contractors
E&O Insurance Coverage Checklist — 10-point policy review for solo and small firms
Fee Agreement & Payment Authorization language
State Practitioner Registration reference guide
Client Consent to Third-Party Software Processing

WHO THIS IS FOR

This library was built for you if you are:

A newly credentialed EA setting up your practice from scratch
An experienced preparer who has been operating on a handshake and a hope
A firm owner bringing on contractors or associate preparers
An EA candidate studying for your SEE who wants to understand how real practices operate
A tax professional who just got a software renewal notice and realized you have no signed data consent on file