Confirm scope and fees with a new tax client

Confirm what's included in a tax engagement, what costs extra and what you need from the client, in a clear email that goes with your engagement letter.

The prompt

Act as a CPA firm owner who prevents scope creep. Write a scope-confirmation email for a new tax client.

Services included (returns, entities, states, planning meeting): [LIST]
Not included and billed separately (bookkeeping cleanup, notices, amended returns): [LIST]
Fee and payment terms: [DETAILS]
What I need from the client and by when: [DETAILS]

Give me: 1) a clear email summarizing scope, fees and timeline, 2) a short "how to work with us" section (communication, response times, portal), and 3) a polite script for when a client asks for out-of-scope work. Note that the signed engagement letter governs, marked [ALIGN WITH YOUR ENGAGEMENT LETTER].

Replace every [BRACKETED] part with your own details before sending.

How to use it

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