Draft a risk-scoped engagement letter for a high-risk cryptocurrency trader client outlining limited-scope tax preparation services excepted from advisory on wash sale, staking rewards, and DeFi protocol treatments

Generate draft a risk-scoped engagement letter for a high-risk cryptocurrency trader client outlining limited-scope tax preparation services excepted from advisory on wash sale, staking rewards, and defi protocol treatments for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: PDF, DOCX, XLSX, TXT

Max size: 50MB

Upload existing client files, prior engagement letters, KYC documents, or client correspondence that establish the relationship history and scope boundaries
Select the primary type of cryptocurrency trading activities the client engages in to determine appropriate risk disclosures and scope limitations
Choose the appropriate complexity tier based on transaction volume and types to establish pricing, timeline, and compliance scope
List the specific cryptocurrency tax treatment areas that are explicitly excluded from this engagement's scope (e.g., wash sale analysis, staking reward classification, DeFi protocol tokenomics)
Select the primary regulatory jurisdiction and compliance framework that governs this engagement's standards and disclosure requirements
Describe in detail the boundaries of tax preparation services being provided, including specific disclaimers about advisory services regarding complex cryptocurrency tax treatments
Select the client's stated risk tolerance level for audit exposure related to aggressive cryptocurrency positions to properly calibrate disclosure language
Define key deliverable dates considering crypto tax complexity, including K-1 receipt timelines, DeFi protocol statement availability, and audit documentation requirements
Select the appropriate pricing model for this high-risk cryptocurrency engagement based on transaction volume and complexity
Include any special client requirements, unusual circumstances, or client-specific concerns that must be addressed in the engagement letter