Client Resources & Engagement Guidelines

Professional standards, engagement policies, and client support resources for CPA services

Professional Engagement Standards

Ensuring clear communication and transparent service delivery

Our professional engagement process follows established CPA industry standards:

Initial Consultation: We conduct thorough phone consultations to understand your specific needs and provide clear explanations of our services
Transparent Communication: All terms, fees, and service scope are clearly communicated prior to any payment authorization
Client Consent: Services proceed only after explicit client agreement and voluntary sharing of required information
Professional Documentation: All communications and agreements are properly documented and maintained

Our retainer policy aligns with industry standards and professional best practices:

Non-Refundable Retainer: As standard in the CPA industry, retainers are non-refundable once professional services have commenced
Service Commencement: Work begins immediately upon payment authorization, including client onboarding, document preparation, and tax planning
Reserved Capacity: Retainers secure dedicated professional time and resources exclusively for your engagement
AICPA Compliance: Our policies follow American Institute of CPAs professional standards and ethical guidelines

We maintain comprehensive documentation of all professional services:

Immediate Service Delivery: Custom intake checklists, document preparation, and financial reviews begin upon engagement
Professional Work Product: All services are performed in accordance with CPA professional standards
Client Communications: Regular updates and transparent communication throughout the engagement
Good Faith Performance: All work is performed in good faith reliance on the professional engagement agreement

Clear understanding of mutual rights and responsibilities:

Full Disclosure: All fees, terms, and service expectations are disclosed before payment authorization
Professional Standards: Services are delivered in accordance with established CPA industry practices
Client Support: Ongoing support and communication throughout the engagement period
Flexibility: While retainers are non-refundable, we remain available to complete originally agreed services

Certified Public Accountant with active professional license and continuing education requirements

American Institute of CPAs member following strict professional standards and ethical guidelines

Our engagement practices comply with established contract law principles

Clear service offerings with explicit client acceptance and consent

Mutual exchange of value - professional services for agreed compensation

Immediate commencement of professional services upon agreement

All services performed in good faith accordance with professional standards

Our professional team is available to address any questions about our engagement policies or services