Risk Management

Forms Library

Wilson Elser's team of highly accomplished attorneys have assembled practice pointers on smart client communications, form engagement letters and other essential written communications that can be adapted to the needs of your particular practice. Select from the categories below to view and download the available templates.

Engagement Letter Library

Audits

Bookkeeping & Accounting Services

Review or Compilation

Audits

Audit Engagement Letter

Engagement Letters - Audit

Risk Management

Engagement Letter Library

Audits

Audit Engagement Letter

Audit Government Single Engagement Letter

Audit Tax and Accounting Engagement Letter

Audit and Additional Accounting Services Engagement Letter

Audit and Tax Engagement Letter

Non-Profit Audit Engagement Letter

Non-Profit Audit and Tax Engagement Letter

Pension Fund Audit No Form 5500 Engagement Letter

Pension Fund Audit With Form 5500 Engagement Letter

Bookkeeping & Accounting Services

Engagement Letter for Payroll Services

Bookkeeping with Financial Statement Write-up

Bookkeeping With Check Writing Authority Engagement Letter

Estate

Trust Tax Return Engagement Letter

Estate Tax Return Engagement Letter

Management Services

SBA Loan Assistance-COVID-19

Business Management Family Office With Tax Services

Business Management Engagement Letter (without Compiled Financials)

Business Management Engagement Letter (with Compiled Financials)

Review or Compilation

Review Engagement Letter (Tax Basis)

Review Engagement Letter (Gap Basis)

Prepare Financial Statements for Management Use Only and Bookkeeping

Prepare Financial Statements for Management Use Only

Compilation Engagement Letter

Compilation and Tax Engagement Letter

Compilation and Accounting Engagement Letter

Compilation, Tax and Accounting Engagement Letter

Tax: Business Entity

Trust Tax Return Engagement Letter - Estate

S Corp Tax Return Engagement Letter

Pension Fund Audit With Form 5500 Engagement Letter

Partnership Tax Return Engagement Letter

Partnership Representative Engagement Letter

Non-Profit Audit and Tax Engagement Letter

Form 990 Tax Return Engagement Letter

Corporate Tax Return Engagement Letter

Business Management Family Office With Tax Services

Tax: Corporate

C-Corp or General Corporation Tax Return Engagement Letter

Audit Tax and Accounting Engagement Letter

Audit and Tax Engagement Letter

Tax: Personal

Trust Tax Return Engagement Letter - Personal

Individual Tax Return Engagement Letter With Conflict of Interest Waiver

Individual Tax Return Engagement Letter (Short Form)

Individual Tax Return Engagement Letter (Long Form)

Gift Tax Return Engagement Letter

2022 Individual Tax Return Engagement Letter Long Form

Other Communications

SBA Loan Assistance-COVID-19

Partnership Representative Engagement Letter

Disengagement Letter - Non-Payment of Fees

Disengagement Letter - New Business Plan

Disengagement Letter - Lack of Communication – Personal Tax Return

Disengagement Letter – General (No Reason Specified)

Disengagement Letter - Conflict of Interest (Long Form)

Disengagement Letter - Conflict of Interest (Short Form)

Disengagement Letter - Completion of Work

Conflict of Interest Waiver - Two Clients Doing Business

Conflict of Interest Waiver

Comfort Letter