Engagement Letters
Clear scope. Clear fees. No surprises.
Before any work begins, USBARE, LLC issues a signed engagement letter for every service. It protects you and it protects us — spelling out exactly what's included, what it costs, and what we each are responsible for.
Why We Use Them
An engagement letter is the foundation of every client relationship.
It's a simple written agreement — not legal boilerplate for its own sake. It confirms the scope of the engagement, the fee structure, timelines, and each party's responsibilities before any tax, accounting, payroll, or advisory work starts.
Sets Clear Expectations
You'll know exactly which services are covered, what's excluded, and what USBARE needs from you to deliver on time.
Confirms Fees Upfront
No surprise invoices. Pricing and payment terms are agreed to in writing before work begins.
Protects Both Parties
Responsibilities — yours and ours — are documented, reducing miscommunication down the line.
Renewed Each Engagement
A new or updated letter is issued whenever scope changes, such as adding payroll or advisory services mid-year.
Types of Engagement Letters
We issue a tailored letter for each service line.
Tax Preparation
Covers business and personal return preparation, filing deadlines, and documentation you'll need to provide.
Bookkeeping
Defines recordkeeping frequency, reconciliation schedule, and reporting deliverables.
Payroll
Outlines pay cycles, tax deposit responsibilities, and year-end filing requirements.
Advisory & Strategy
Scopes entity formation, tax strategy sessions, and ongoing advisory support.
Ready to get started?
Book a free discovery call and we'll walk you through the engagement letter for your specific needs before anything is signed.