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Certifying Acceptance Agents - Sample Engagement Letter

Posted by Tom Henell on Fri, Oct 19, 2012 @ 10:27 AM

An Acceptance Agent is a person or an entity (business or organization) who, pursuant to a written agreement with the IRS, is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need a Taxpayer Identification Number (TIN) to process a Form 1040 and other tax schedules.

The Acceptance Agent facilitates the application process by reviewing the necessary documents and forwarding the completed forms to IRS.

View NAPLIA's Resources for Acceptance Agents

As a Certifying Acceptance Agent it is important to define your actual services for your clients and ultimately protect your practice.  Your services as an Acceptance Agent are unique and you will want a specific engagement letter to address exactly what you are, and are not, providing to your client.

The Acceptance Agent Sample Engagement Letter can:

  • Provide protective wording to minimize your exposure
  • Assist you in marketing your practice by addressing additional services you can provide
  • Mitigate your exposure with a Mediation Clause

Download NAPLIA's Sample Engagement Letter for Acceptance Agents now!

Tags: ITIN, Sample, acceptance agent, engagement letter