Draft Engagement Letter
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Subject
Fwd: New client - Ridgeline Construction tax prep engagement
Can you draft the engagement letter from these details? They want to sign this week.
---------- Forwarded message ---------
From: Patricia Hwang <p.hwang@hwangcpa.com>
Date: Wed, Jan 15, 2026 at 10:32 AM
Subject: New client - Ridgeline Construction tax prep engagement
New client intake notes:
Client: Ridgeline Construction LLC (multi-member LLC)
Owners: James Brennan and Carlos Vega
Revenue: approximately $2.8M annually
Employees: 15 full-time, 8-12 seasonal subcontractors
Services requested:
- Business tax return preparation (Form 1065) for tax year 2025
- Quarterly estimated tax payment calculations
- K-1 preparation for both members
Special considerations:
- Heavy equipment depreciation (Section 179 and bonus)
- Subcontractor 1099 compliance
- Multi-state work (projects in three states)
Fee: $4,200 flat fee, 50% due at document submission, balance at filing
Filing deadline: March 15, 2026
Firm: Hwang and Associates CPAs
Patricia Hwang, CPA
Managing Partner
---------- Forwarded message ---------
From: Patricia Hwang <p.hwang@hwangcpa.com>
Date: Wed, Jan 15, 2026 at 10:32 AM
Subject: New client - Ridgeline Construction tax prep engagement
New client intake notes:
Client: Ridgeline Construction LLC (multi-member LLC)
Owners: James Brennan and Carlos Vega
Revenue: approximately $2.8M annually
Employees: 15 full-time, 8-12 seasonal subcontractors
Services requested:
- Business tax return preparation (Form 1065) for tax year 2025
- Quarterly estimated tax payment calculations
- K-1 preparation for both members
Special considerations:
- Heavy equipment depreciation (Section 179 and bonus)
- Subcontractor 1099 compliance
- Multi-state work (projects in three states)
Fee: $4,200 flat fee, 50% due at document submission, balance at filing
Filing deadline: March 15, 2026
Firm: Hwang and Associates CPAs
Patricia Hwang, CPA
Managing Partner
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