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Overview of Accounting Agreement

What is this document?

An Accounting Agreement is an agreement between an individual and an accountant, where the accountant agrees to provide tax filing services for personal or corporate taxes.

When would I use this document?

An Accounting Agreement would be provided by an accountant for signing by a company that engages the accountant for tax services.

Who signs this agreement?

An Accounting Agreement is signed by the accountant being engaged for services, and the company engaging the accountant.

More details about this document

An Accounting Agreement can also be known as an Accountant Engagement Letter. An Accounting Agreement provides for the scope of services the accountant will be providing to their client.

An accountant will want to ensure they limit or disclaim any liability.

What are the core elements of this document?

The core elements of this agreement include the identification of the client, description of services to be provided for the client, disclaimers, limitation of liability, confidentiality and fees.

Related Documents

  • Nondisclosure/Confidentiality Agreement - an agreement that protects confidential information
  • Contract Overviews
  • Accounting Agreement

This article is provided for informational purposes only and does not create a lawyer-client relationship with the reader. It is not legal advice and should not be regarded as such. Any reliance on the information is solely at the reader’s own risk.

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