CONCEPT #27 OF 100 · Legal, CPA & Financial Advisory · LAYOUT: asymmetric_sidebar
CPA Tax Advisory Engagement Letter (Circular 230), S-Corp Reasonable Comp & Fee Schedule
Standard / Reference: Treasury Dept. Circular 230 · AICPA SSTS No. 1 · IRC § 7216 Taxpayer Consent Standard
Why professionals use this template: CPAs and Enrolled Agents standardizing fixed-value packaging (Form 1120-S + Form 1040 + S-Corp Reasonable Compensation study + PTET election) under AICPA SSTS standards.
144-DPI VECTOR PREVIEW · PAGE 1 OF 1
ACROFORM READY
Included Financial Metrics & Line-Item Schedule
Target Roles: CPA Firms, Enrolled Agents (EAs), Fractional CFOs & Tax Strategists · Search Keywords: cpa tax preparation and advisory engagement letter template circular 230, s corp reasonable compensation tax engagement, aicpa ssts no 1 engagement letter pdf, quarterly tax projection retainer
2026 ANNUAL ADVISORY FEE
$6,800.00 FIXED
PROJECTED S-CORP SE SAVINGS
$18,420.00 / YR
QBI § 199A DEDUCTION
$64,500.00 OPTIMIZED
RETAINER DEPOSIT DUE
$3,400.00 (50%)
| CODE | DESCRIPTION & TECHNICAL SPECIFICATION | BASIS / QTY | AMOUNT / DELTA |
|---|---|---|---|
| TAX-1120S | Federal Form 1120-S & State Franchise/Excise Return + Schedule K-1 Preparation | Entity Return | $2,600.00 |
| TAX-1040 | Individual Form 1040, Schedule E Pass-Through & Multi-State Apportionment | Personal Return | $1,400.00 |
| ADV-COMP | IRC § 162 S-Corp Reasonable Compensation Market Study & Accountable Plan Setup | Audit Defense Doc | $1,600.00 |
| ADV-Q4 | Q3/Q4 Proactive Tax Projection, Solo 401(k) Profit-Sharing & Augusta Rule (§ 280A(g)) | Year-End Strategy | $1,200.00 |
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