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anyone notice that the state forms are printing in some random crazy order?

Every client (besides my mother in law - but she doesn't pay, so she may not be a client) signs an engagement letter in my office. Every year. If anyone balks, they don't get a return. No one has ever balked. Tom Lodi, CA

I've used an engagement letter for years that I put together from bits and pieces of a half-dozen or more samples available on the web, from folks in this group, and from other tax newsgroups. Never had anyone refuse to sign. Couple of small questions from the few who have actually read it. Separate and somewhat more detailed letter for businesses. Put a couple hours into customizing one in the off-season and it's pretty much reusable from year to year. My word _is_ my bond. Can't say the same for my clients, though - even if it's true - as I just don't know any of them well enough.

i won last night ..... $3 whole dollars

atx organizer has an engagement letter that i modify each year, but its a good starting point and doing it through atx makes it automatic. Mine is about 3 pages long and discusses fees, how and when i get info, their responsibilty for keeping records, fees, penalties if they want estimated vouchers for any amount not 100/110 of current year, etc. The few questions i got when i started i just answered with, its required and we need it for our files., never had an objection either.

Wrong, it is the answer, its the ATX cure all for every problem....Unfortuneately its their answer but never the right one

My worries are gone. I am not going to pay extra taxes in 2012. I checked my numbers and I didn't win.

>>Send the letter and cc at the bottom AICPA and NYS OFFICE OF PROFESSIONAL MISCONDUCT.<< In my opinion, representing a client in a case like this is too close to practicing law. The client can file a complaint herself if she wants. Anyway, a professional messing up someone else solely on hearsay while competing for the same engagement? Stay away from that position. Generally I feel that if my client isn't comfortable with my work, it's best to stop the work. But I don't invest $1300 worth of my time on a single return, so I defer to whatever her engagement letter says. By the way, what does it say?