Christopher Ozdarski, CPA

Many tax professionals use what’s called an Engagement Letter to outline services to be provided and to clarify the responsibilities of the parties involved.  It is a good way to educate taxpayers about their responsibilities while also protecting the tax professional from certain liabilities.  Thus, I ask all clients for whom Individual Income Tax Returns are prepared to sign one of these documents.

To review a PDF version of the letter I am using for 2009 Individual Income Tax Returns, please click the following link:

2009 Individual Income Tax Engagement Letter

If you have an appointment or are planning to see me soon to prepare your 2009 tax returns, you should print, review and sign a copy of this document then bring it to me with your other tax documents.  By doing this in advance we can save a few minutes of my time.  I do, after all, charge by the hour.

If you have any questions about the content of this document, please contact me.

Thank you,

Christopher