Generate an engagement letter for a new S-corp client requiring monthly bookkeeping, quarterly payroll tax filings, and annual 1120S preparation with multi-state nexus considerations

Generate generate an engagement letter for a new s-corp client requiring monthly bookkeeping, quarterly payroll tax filings, and annual 1120s preparation with multi-state nexus considerations for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: PDF, DOCX

Max size: 25MB

Upload formation documents, operating agreement, EIN assignment, and state registration certificates for the new S-corp client
Select the combination of services this engagement will include based on client needs
Identify all states where client has tax obligations including payroll, sales, or income tax requirements
Classify client size for appropriate fee structure, complexity level, and resource allocation
List primary contacts, decision makers, communication preferences, and approval processes for this engagement
Specify any deviations from standard service packages, special reporting requirements, or unique client needs
Select the applicable accounting standards, tax regulations, and compliance frameworks
Set the frequency of service delivery and key deadlines for this engagement
Specify how reports, financials, and communication should be formatted and delivered
Establish fee structure, payment schedule, and engagement terms for this relationship