Tax Guru – Ker$tetter Letter

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    October 2007
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Sharing the Client Guide

Posted by taxguru on October 25, 2007


Subject: New CPA loves your agreement…


Your website is terrific.  Where did you get that fabulous client service agreement?  Did you buy from someplace?

I would love to use it with some minor modifications.  There is another CPA who uses a very similar agreement which makes me think that there are templates out there with interesting client service agreements out there but I am unable to find them.

Let me know your thoughts and have a great week,


Actually, I first wrote that from scratch over 20 years ago and have been tweaking it ever since.

It’s not surprising that you’ve seen it from other tax pros.   Many other tax pros have  asked for permission to use it for their clients and I’ve never had a problem with that.

Please feel free to use it any way that you feel appropriate for your clients.

Good luck.

Kerry Kerstetter


Hi Kerry,


Thank you so much for letting a novice like myself use your hard work.  I certainly do appreciate that!  It is such a good idea to post your fees and have a positive outline of your expectations.  It saves a great deal of surprises and heart ache in the long run.


Thanks again for your support and best wishes to you.



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