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Client Forms
Choose the appropriate engagement letter or form below to begin your request. Each template is designed to help you quickly provide the information needed for preparation, review, and delivery. Select the option that best matches the service being performed.
Engagment Letters
For questions please contact newclientsetup@hhmcpas.com.
Audit
Standard engagement letter for financial statement audit services.
Audit - Nonprofit
Audit engagement letter tailored for nonprofit organizations.
AUP Audit
Defines the scope and procedures for an agreed-upon procedures engagement.
BOI
Engagement letter for beneficial ownership information reporting assistance.
Client Address Form
Collects current client contact, mailing, and business address information.
Compilation - GAAP
Compilation engagement letter for GAAP-basis financial statements.
Compilation - Personal
Compilation engagement letter for personal financial statements.
Employee Benefit Plans
Audit engagement letter for employee benefit plans.
Government
Engagement letter for governmental audit and accounting services.
HUD Audit
Audit engagement letter for HUD-assisted entities and programs.
HUD AUP
Agreed-upon procedures engagement letter for HUD-related requirements.
Litigation – Attorney/Client
Defines services provided in connection with attorney-led litigation matters.
Proposal Request
Form used to request preparation of a proposal to marketing team.
Review – GAAP or Tax
Review engagement letter for GAAP- or tax-basis financial statements.
SBA Programs
Engagement letter for services related to SBA loans and programs.
Tax/Consulting
Engagement letter for tax compliance, planning, and consulting services.
Standard Litigation
Standard engagement letter for litigation support services.
Valuation
Engagement letter for business valuation and related advisory services.
New Client Setup
For questions please contact newclientsetup@hhmcpas.com.
When setting up an Individual, Partnership, or Corporation client we automatically generate a tax engagement letter. If any other letter is needed, please submit the new client submission and the appropriate form on the Engagement Letters request tab. If you need an engagement letter only, please use the Engagement Letters tab.