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Protect your Practice with Engagement Letters

About This Webinar

$25 per credit hour – VASEA Members (with member discount code)
$35 per credit hour – Non-Members
Package discount $125 VASEA Members / $195 Non-Members
(Join VASEA for $85 to get member rates on webinars & more! Copy/paste this link in your browser: https://vasea.wildapricot.org/join-us )
NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.


Like good business liability insurance, also known as Errors and Omissions (E&O) Insurance, it is important to use Engagement Letters in your practice. Engagement Letters protect both you and the client by managing expectations and clearly documenting the responsibilities for both you and the client. Treasury Circular 230, Regulations Governing Practice Before the Internal Revenue Service (31 C.F.R. Part 10), Section 10.33, Best Practices for Tax Advisors, states that a practitioner should communicate clearly with the client regarding the terms of the engagement. A signed engagement letter provides clarity.
This presentation will:
• Explain why you should be using Engagement Letters
• Point out when to use an Engagement Letter
• Provide a checklist of what to include in the Engagement Letter
• Include sample Engagement Letters available to be modified for your practice

Prerequisite Requirements – Basic knowledge of federal taxation

Program Level – Basic

IRS Program Number - QSRNU-T-00581-22-O

Participants will earn up to 1 hour of IRS CE

Field of Study: Federal Tax Law Topics / Taxes

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Who can view: People who attended or registered for the webinar only
Webinar Price: $35.00
Featured Presenters
Webinar hosting presenter
Judy Gilmer, EA, USTCP, NTPI Fellow has been an Enrolled Agent since 2001, an NTPI Fellow since 2010, and admitted to practice before the US Tax Court since 2013.

She was first introduced to tax preparation through her volunteer work at Military VITA sites, beginning in 1997. After passing the EA exam, she started her own practice. Courtesy of the USAF, Judy has lived and been preparing tax returns in South Korea, NM, CA, VA, Germany, and now resides in the Aloha State of Hawaii.

Her practice includes CPR – Consultation, Preparation, and Representation, along with light bookkeeping services, and payroll.
Attended (17)