Live Webinar
Engagement Letters: Ethical and Practical Issues for Tax Pros
Time: 1pm – 2pm ET
Date: Thursday, May 14, 2026
Join Tax Rep Network and Ignition for a timely free webinar exploring the ethical and practical challenges surrounding engagement letters for today’s tax professionals. A strong engagement letter does more than define scope — it protects your firm, sets client expectations, improves communication, and helps ensure you get paid appropriately for your work. In this session, we’ll discuss common issues tax professionals face with engagement letters, including scope creep, collections, unclear responsibilities, and documentation risks.
You’ll also see how firms are using Ignition to modernize and automate the engagement process by:
- Creating standardized engagement letter templates
- Automating proposals and client communications
- Collecting payments up front
- Streamlining onboarding and approvals
- Reducing administrative headaches while improving professionalism
Whether you handle tax preparation, advisory, or IRS representation work, this webinar will provide practical strategies to help you build a more efficient, compliant, and profitable engagement process.
Program brought to you by:
Register for the Webinar!
Please use the form below.
Meet the Speaker
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live Webcast
Field of Study: Taxes / Ethics
CPE: 1 hour (Ethics)
IRS CE: 1 hour (Ethics)
Program Number: ZDZJI-E-00019-26-O
Title: Engagement Letters: Ethical and Practical Issues for Tax Pros
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Other Information
- Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program. Cancellation Deadline is May 14, 2026.
- Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
- CPE Credits & Field of Study: Recommended 1 CE / CPE Credit Hours in the Field of Ethics. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
