Review: GAAP or tax

Review: GAAP or Tax Basis Engagement

Request Submitted By:Requester's Email:Primary Client Contact (will sign letter):Client Entity Name:

Does this engagement letter include affiliates or subsidiaries?YesNoPlease list the names of all included affiliates/subsidiaries here (these must be stated on the engagement letter):Does the primary client contact hold the same office for all affiliated/subsidiaries mentioned above?YesNoPlease specify the title(s) the primary contact holds for each entity:

Year End:Review Basis:Will disclosures be omitted?YesNoIs this a balance sheet only review?YesNoWill supplementary information be included?*YesList types of supplementary information to be included:NoIs there a predecessor accountant whose report should be reissued in connection with this agreement?YesWho?NoWhat year financials are being reissued?Are we independent with respect to this client?YesNo

Non-attest Services

Select all non-attest services that apply (select multiple by holding CTRL/CMD & clicking):If other, please explain:Set fee?Yesplease specify fee:Noplease list any special requests or notes concerning this engagement letter.

Date needed by:

Our standard turnaround time outside of tax season is 1-2 business days, but during tax season, it may take extra time due to the high volume and steady influx of requests that our small team handles. A due date will help us prioritize and manage the order of incoming requests. Please note that a request sent on a Saturday or Sunday does not count towards the turnaround time allotted.

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