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  • 1.  Engagement letter for preparatoin of Estate form 706

    Bronze Most Valuable Member
    Posted 01-25-2021 12:06 PM
    Would anyone have an engagement letter for the preparation of Federal Form 706 and its NYS counterpart. I hve been unable to obtain a sample and do not feel comfortable moving forward with the letter. Any help would be greatly appreciated.

    Mike Schneider

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    Michael Schneider CPA
    MICHAEL L. SCHNEIDER, CPA
    Cedarhurst NY
    516-374-8400
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  • 2.  RE: Engagement letter for preparatoin of Estate form 706

    Silver Most Valuable Member
    Posted 01-26-2021 02:51 AM
    You should contact your professional liability insurance carrier.  For example, CNA has a list of available engagement letters covering all types of engagements.

    --
    Larry Prosky CPA
    Prosky & Rosenfeld LLP CPAs
    1025 Old Country Road
    Suite 403 W
    Westbury, NY 11590
    Direct: 516-873-9600 x1
    Fax: 516-873-9602
    Cell: 516-785-5658 or 516-661-6020
    e-mail: larry@prcpallp.com


    Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.  If desired, Prosky & Rosenfeld LLP CPAs would be pleased to perform the required research and provide you with a detailed written analysis.  Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.  

    Privileged and confidential-this communication and any accompanying documents are confidential and privileged.  They are  intended for the sole use of the addressee.  If you receive this transmission in error, you are advised that any disclosure, copying, distribution or the taking of any action in reliance upon this communication is strictly prohibited.  Moreover, any such disclosure shall not compromise or waive the accountant-client, or other privileges, as to this communication or otherwise.  If you have received this communication in error, please contact me at the above e-mail address.  Thank you.
     



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