Free Accountant Engagement Letter for Mortgage Template
ACCOUNTANT ENGAGEMENT LETTER FOR MORTGAGE
October 16, 2055
Jean Harris
Columbus, OH 43215
jean@you.mail
Dear Mr. Harris,
We are pleased to confirm our engagement to provide accounting services related to your mortgage application for the property located in Columbus, OH 43215. This letter outlines the terms of our engagement and the services we will provide.
We will review and analyze your financial documents, including income statements, tax returns, and credit history, to assess your eligibility for the mortgage. Our team will assist in preparing the necessary financial statements and documentation required by your lender, such as proof of income, asset verification, and other requested documents. Additionally, we will liaise with the lender on your behalf to ensure that all inquiries and requirements are addressed in a timely and efficient manner.
You are responsible for providing us with accurate and complete financial information and ensuring that all documentation is submitted promptly. In turn, we will maintain the confidentiality of your information and provide our services by applicable accounting standards. Our fees for these services will be based on the time spent and the complexity of the work performed. The anticipated range for this engagement is $500 to $1,000, depending on your financial situation. Any changes in our fees will be communicated to you in advance.
Please sign and return a copy of this letter to indicate your acceptance of the terms outlined herein. We look forward to working with you and ensuring a smooth and successful mortgage application process. Thank you for choosing [Your Company Name]. If you have any questions, please feel free to contact us.
Best Regards,
[Your Name]
Senior Accountant
[Your Company Email]
Acknowledgement:
I, Jean Harris, hereby confirm my acceptance of the terms as outlined in the engagement letter.
Jean Harris
