Client Engagement Agreement Sample Contracts

Standard Contracts

Tax and Financial Counselors
Client Engagement Agreement • January 11th, 2022

individual income tax returns from information you furnish to us, including but not limited to your preparation of our Individual Tax Organizer; that to the best of your knowledge and belief you have provided us true, correct, and complete information regarding both income and deductions. We will not audit or otherwise verify the data you submit although we may ask you to clarify some of the information. Our contract for preparation services begins with all responsible parties signing this agreement, and will conclude, upon delivery to you a copy of your 2021 Federal and State Income Tax Return(s) or one year from the date of this Engagement Agreement whichever comes sooner.

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CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • February 28th, 2018

This is an agreement, which establishes a professional relationship between the Lingenbrink Law, P.S. firm and the undersigned Client who has suffered a personal injury and seeks assistance from this firm as Client's representative in obtaining fair compensation.

Tax and Financial Counselors
Client Engagement Agreement • December 12th, 2017

This engagement is limited to the preparation your 2017 Federal Form 1040 and State of individual income tax returns from information you furnish us, including but not limited to your preparation of our Individual Tax Organizer; that to the best of your knowledge and belief you have provided us true, correct, and complete information regarding both income and deductions. We may help you complete the Organizer by documenting things you tell us and this is to be construed as if you prepared it in your own handwriting. We will not audit or otherwise verify the data you submit although we may ask you to clarify some of the information. Our contract for preparation services begins with all responsible parties signing this agreement, and will conclude, upon delivery to you a copy of your 2017 Federal and State Income Tax Return(s) or one year from the date of this Engagement Agreement whichever comes sooner.

WYNN WILLIAMS Client Engagement Agreement
Client Engagement Agreement • February 28th, 2012
Michael Piper, LLC Client Engagement Agreement
Client Engagement Agreement • December 13th, 2021 • Missouri
Client Engagement Agreement
Client Engagement Agreement • October 19th, 2020 • Virginia

Please review this Client Engagement Agreement (“Agreement") carefully as it sets forth the understanding between you (the "Client") and Safebridge LLC (the “Firm") regarding the services the Firm will provide you. If you have any questions about the content of this Agreement you should discuss them with us or your legal counsel before you sign this Agreement.

Ledger Technologies, LLC
Client Engagement Agreement • January 24th, 2024

from information you furnish to us, including but not limited to your preparation of our Individual Tax Organizer; that to the best of your knowledge and belief you have provided us true, correct, and complete information regarding both income and deductions. We will not audit or otherwise verify the data you submit although we may ask you to clarify some information. Our contract for preparation services begins with all responsible parties signing this agreement, and will conclude, upon delivery to you a copy of your 2023 Federal and State Income Tax Return(s) or one year from the date of this Engagement Agreement whichever comes sooner.

Small Business Development Center Network Business Advising Client Engagement Agreement
Client Engagement Agreement • July 17th, 2023

The North Texas Small Business Development Centers N e t w o r k provides expert management and technical assistance to start-up and existing businesses throughout 49-counties in the North Central Texas Region. The management and technical assistance consists of one-on-one advising to address the needs of your existing business or to aid you in starting a business.

Client Engagement Agreement
Client Engagement Agreement • September 21st, 2021

The IRS, American Institute of Certified Public Accountants (AICPA) and our Professional Liability Insurance provider are getting more stringent on Client Engagement Agreements. They can be demanding that way. To ensure compliance and continued service, please help us by returning this document to us. It helps outline what you can expect from us and what we expect from you. It is a healthy way to start a relationship.

Tax and Financial Counselors
Client Engagement Agreement • January 11th, 2022

individual income tax returns from information you furnish to us, including but not limited to your preparation of our Individual Tax Organizer; that to the best of your knowledge and belief you have provided us true, correct, and complete information regarding both income and deductions. We will not audit or otherwise verify the data you submit although we may ask you to clarify some of the information. Our contract for preparation services begins with all responsible parties signing this agreement, and will conclude, upon delivery to you a copy of your 2021 Federal and State Income Tax Return(s) or one year from the date of this Engagement Agreement whichever comes sooner.

FA007
Client Engagement Agreement • October 13th, 2022

JBA shall exercise all due care, diligence and skill in performing its obligations to the Client in completing the Project.

Client Engagement Agreement - Complimentary Consultation
Client Engagement Agreement • November 20th, 2024
CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • February 4th, 2020 • Florida

This Client Engagement Agreement (the “Agreement”) is entered into as of the Effective Date by and between Yakbert, LLC, a Florida limited liability company (“Company”) and

CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • October 5th, 2020

The undersigned, hereinafter called "Client," employs Lingenbrink Cazares Injury Law, to prosecute any and all claims of the Client, or the Client's minor children, or wards against any and all persons for this matter, any additional matters that arise during the pendency of this matter.

Client Engagement Agreement
Client Engagement Agreement • February 1st, 2023 • Georgia

Please review this Client Engagement Agreement (“Agreement”) carefully as it sets forth the understanding between you (the "Client") and Chamberlain Financial Advisors, Inc. regarding the services the Firm will provide you. If you have any questions about the content of this Agreement you should discuss them with us or your legal counsel before you sign this Agreement.

CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • December 9th, 2019

The undersigned, hereinafter called "Client," employs Lingenbrink Law, to prosecute any and all claims of the Client, or the Client's minor children, or wards against any and all persons for this matter, any additional matters that arise during the pendency of this matter.

UH Procurement Technical Assistance Center Client Engagement Agreement
Client Engagement Agreement • February 24th, 2020

We are looking forward to working with you to help you achieve your objective of winning government contracts. But first, we need to let you know how our program operates and how we will work together.

Client Engagement Agreement
Client Engagement Agreement • July 24th, 2020

We are pleased to have the opportunity to serve you in connection with this engagement. This letter will outline the scope of our engagement and will acquaint you with the manner in which Results Performance Consulting, Inc. (“RPC”), hereby known as Consultant, will perform the engagement.

CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • October 28th, 2005

Thank you for using the North Texas Small Business Development Centers. The SBDC provides expert management and technical assistance to start-up and existing businesses throughout a 49-county North Central Texas Region. The management and technical assistance consists of one-on-one counseling to address the needs of your existing business or to aid you in starting your business.

Client Engagement Agreement
Client Engagement Agreement • February 7th, 2023

The IRS, American Institute of Certified Public Accountants (AICPA) and our Professional Liability Insurance provider are getting more stringent on Client Engagement Agreements. They can be demanding that way. To ensure compliance and continued service, please help us by returning this document to us. It helps outline what you can expect from us and what we expect from you. It is a healthy way to start a relationship.

CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • April 19th, 2021

This Client Engagement Agreement (“Agreement”) is made on [Insert Date] between [Insert name of the Client/Company] (“Client”) and [Insert name of the service provider] (“Service Provider”) residing at [Insert address of the service provider]

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Client Engagement Agreement
Client Engagement Agreement • June 24th, 2021 • Texas

Please review this Client Engagement Agreement (“Agreement”) carefully as it sets forth the understanding between you (the "Client") and gnrfunds LLC, a Texas limited liability company (the “Firm"), regarding the services the Firm will provide you. If you have any questions about the content of this Agreement you should discuss them with us or your legal counsel before you sign this Agreement.

Client Engagement Agreement
Client Engagement Agreement • December 14th, 2016

The initial consultation will set your plan of action for your individual health and healing plan. It will include a detailed assessment of your individual nutrition and lifestyle needs, coaching, food recommendations, stress, education and supplements as necessary. The visit includes a detailed assessment of your health and family health history, medications, supplements, symptoms, environment and lab results, nutritional focused physical exam and then, diet and readiness and ability to make changes.

SAMPLE CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • August 3rd, 2020

NOTE: Ideally, pro bono engagement letters should be presented to the client and reviewed in person at the first client meeting.

PAYBITO INSTITUTIONAL CRYPTOCURRENCY EXCHANGE BROKERAGE CLIENT ENGAGEMENT AGREEMENT
Client Engagement Agreement • March 12th, 2021

This Agreement is between you, the client (Client, you, your) and HashCash Consultants PTE LTD, a company incorporated in Singapore with registered number 201824016M and registered address at 160 Changi Road, #03-02, Hexacube, Singapore 419728 (we , our, us), which is the owner and operator of an online platform for the provision of brokerage services in cryptocurrencies as detailed in Clause 1 below (the Platform) which can be accessed at https://www.paybito.com (the Website ).

Tax and Financial Counselors
Client Engagement Agreement • January 15th, 2019

This engagement is limited to the preparation your 2018 Federal Form 1040 and State of individual income tax returns from information you furnish us, including but not limited to your preparation of our Individual Tax Organizer; that to the best of your knowledge and belief you have provided us true, correct, and complete information regarding both income and deductions. We may help you complete the Organizer by documenting things you tell us and this is to be construed as if you prepared it in your own handwriting. We will not audit or otherwise verify the data you submit although we may ask you to clarify some of the information. Our contract for preparation services begins with all responsible parties signing this agreement, and will conclude, upon delivery to you a copy of your 2018 Federal and State Income Tax Return(s) or one year from the date of this Engagement Agreement whichever comes sooner.

Client Engagement Agreement
Client Engagement Agreement • January 10th, 2017

Shemmassian Academic Consulting thanks you for selecting it as your higher education application consultant. We look forward to being of service to you. This Client Engagement Agreement sets forth the scopes, terms, and conditions of your engagement of Shemmassian Academic Consulting’s service.

Tenderloin Community Benefit District Client Engagement Agreement
Client Engagement Agreement • February 19th, 2023 • California

This Business Services Engagement Agreement (this "Agreement") is entered into as of ("Effective Date") and relates to the provision of certain services described below by NEDO on behalf of Client.

Client Engagement Agreement
Client Engagement Agreement • December 23rd, 2016

Shemmassian Academic Consulting thanks you for selecting it as your higher education and/or scholarship application consultant. We look forward to being of service to you. This Client Engagement Agreement sets forth the scopes, terms, and conditions of your engagement of Shemmassian Academic Consulting’s service.

Michael Piper, LLC Client Engagement Agreement
Client Engagement Agreement • August 25th, 2021 • Missouri
Contract
Client Engagement Agreement • March 31st, 2015 • New South Wales
Client Engagement Agreement
Client Engagement Agreement • April 1st, 2019

We are honored that you have chosen Kahler Financial Group (KFG) as your financial advisory firm. Engaging the services of a financial advisor is one of the most important experiences that successful people use to create an extraordinary professional and personal life. An effective financial advisory relationship requires a commitment from both the advisor and the client. We find it works best with people who possess a willingness to learn, grow, and take action, particularly when there is a gap between where you are now and where you want to be.

Guttman Financial Planning, Inc. Client Engagement Agreement
Client Engagement Agreement • September 22nd, 2018 • California

Please review this Client Engagement Agreement (“Agreement”) carefully as it sets forth the understanding between you (the "Client" and any Attorney-In-Fact) and Guttman Financial Planning, Inc. (the “Firm") regarding the services the Firm will provide you. If you have any questions about the content of this Agreement you should discuss them with us or your legal counsel before you sign this Agreement.

Client Engagement Agreement
Client Engagement Agreement • July 28th, 2022 • California

This Client Engagement Agreement (“Agreement”) is made and entered into on (“Effective Date”) by and between Eric Sams (“Investment Advisor Representative” or “IAR”) and

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