Some CPAs choose to use a contract known as an engagement letter. An engagement letter usually includes:
- What services will be performed.
- When the services will be completed.
- What is expected of the client and CPA.
- How much will be charged.
- Signatures of parties involved.
You and the CPA should keep a copy of the letter. When questions come up, the engagement letter is a useful resource. When services or fees change, the engagement letter should be updated.
The Board does not govern how much a CPA charges, when they send invoices, or require itemized or detailed billing. Our Complaints page has more information.
CPAs may accept referral fees or commissions under certain circumstances. (WAC 4-30-044)
Choosing a CPA or CPA Firm
We cannot refer or recommend a CPA or CPA firm. We recommend you:
- Check The Washington Society of Certified Public Accountants (WSCPA)
- Contact your friends, family, or associates in your community.
- Contact your legal counsel.
- Check CPAVerify to verify that the CPA you might use is licensed.
- Check our Disciplinary Actions to see if the CPA you might use has a history of disciplinary action.