This agreement ("agreement") is entered into on and effective as of the date signed and between the customer [customer name] ("client partner") and Innovaflow Solutions LLC (“Company”), doing business as Company ("the company"). The company thanks you for choosing our services for your tax preparation and related needs. Our commitment to offering the highest level of professional services is unwavering. This agreement outlines the scope of services, fees, payment terms, and other vital details. In addition to the services explicitly mentioned in this agreement, we offer our clients access to an array of valuable resources. These include tools, informative materials, and educational resources designed to assist you in making informed decisions and optimizing your tax planning. Below, you will find links to some of these resources. We encourage you to explore them at your convenience. We deeply value open communication and collaboration with our clients. To provide you with the best possible service, we ask for your availability to review your tax situation and other vital matters regularly. Given the demands of our schedules, we utilize various communication channels such as email, text messaging, and other agreed-upon means to ensure you stay informed. Your active engagement and participation are crucial to our successful collaboration. If you have any questions or concerns, please feel free to reach out to us. We are here to support you and your business.

Thank you for choosing Company for your tax preparation needs. We are committed to providing you with the highest level of professional services and expertise to help you succeed. As part of our commitment to you, we have prepared this service agreement to outline the scope of our services, our fees and payment terms, and other vital details about our engagement. In addition to the services outlined in this agreement, we are pleased to offer our clients access to a range of valuable resources, including tools, information, and educational materials. These resources are designed to help you make informed decisions and optimize your tax planning. Below, you will find links to some of these resources, and we encourage you to explore them at your convenience.

We value open communication and collaboration with our clients. For us to provide you with the best possible service and experience, it is important that you make yourself available to review your tax situation and other important matters. Our schedules can be busy, so we use various communication channels such as email, text messaging, and other agreed-upon means of communication to keep you informed and up to date. Your engagement and participation in the process are crucial to the success of our engagement. If you have any questions or concerns, please do not hesitate to reach out to us. We are here to support you.

Mission

To empower individuals and businesses with the resources and knowledge to achieve financial success through efficient and ethical tax planning.

Values

•Honesty: We are committed to providing transparent and ethical tax services.

•Accuracy: We strive for precision and accuracy in all our work.

•Client focus: We prioritize client satisfaction and building long-term relationships.

•Innovation: We embrace modern technologies and strategies to optimize tax planning.

Headings

The headings used in this agreement are for convenience only and shall not be used to limit or construe the contents of this agreement. 

Definitions

1. Taxes: Refers broadly to all forms of taxes, levies, imposts, duties, and other charges imposed by any governmental authority, including without limitation, income tax, sales tax, payroll tax, and excise tax.

2. Asap: An indication that the task or request should be completed at the earliest opportunity, without undue delay.

3. Estimate: An approximate calculation or judgment of the value, number, quantity, or extent of a particular item or service. Estimates provided by Company are not legally binding and actual costs may vary.

4. Company solutions: The collective services provided by Company, including tax preparation and filing, tax planning, and tax consultation.

5. Client partner: The individual or entity engaging Company for professional services.

6. Service level agreement: The mutually agreed terms regarding service delivery, response times, and information exchange between Company and the client partner.

7. Late fees: Additional charges applied to outstanding balances not paid by the due date.

8. Collection fees: Charges added to accounts transferred to collections due to non-payment.

9. Additional costs: Expenses incurred in the collection of unpaid fees, including but not limited to administrative time, shipping, system costs, third-party costs, and legal fees.

10. Termination: The process by which either party may end the service agreement.

Interpretation

Unless the context requires otherwise: in turn, the company is under the following obligations to the client. Accounting is a "retroactive" service, what this means is accounting is always one month behind since it is a historical view. Therefore, the closing date is always the end of the following month. For example, January closing is due by the end of February. The company will meet the agreed-upon case response times specified in this agreement, except during the black-out period months of February, march and April (tax season). The company will abide by the client's policies and practices as they pertain to this agreement. The company will have a representative available to the client via email and other messaging services, phone calls are to be utilized only when an emergency. In return for the services described in this agreement, the client is under the following obligations to the company: provide Company or its affiliates with a client representative available for contact via, text messaging, phone, email (preferred) and teams, about any issues with the service, provide all necessary authorization and access to account and vendors as required to meet our obligations, provide all business related documents required in a timely manner (within 2 days of receipt), upload receipts and bills to QuickBooks portal/app weekly or more often or use approved channel to submit, all necessary items should be received no later than the 5th of each month to be processed on time, comply with all applicable laws and regulations the singular includes the plural and vice versa. Any gender includes the other genders. If a word or phrase is defined, its other grammatical forms have a corresponding meaning. A reference to a 'party' includes that party's successors and permitted assigns. Headings are for convenience only and do not affect interpretation. Any schedules and attachments form part of this agreement. In the event of any conflict or inconsistency among the following documents, the order of precedence shall be: (1) the main body of this agreement, and (2) any exhibit or schedule. This agreement has been drafted in the English language. In the event of any translation into any other language, the English language text shall prevail. Each party confirms that it is their wish that this agreement, as well as all other documents relating to this agreement, have been and shall be drawn up in the English language only. It is the responsibility of the client partner to ensure understanding of the agreement, and if necessary, the client partner should seek the help of an interpreter or translation service at their own expense." 

Scope

Service offering

Under this agreement, Company ("the company") will provide the client with comprehensive business management services (” services”). Our service portfolio is designed to address all aspects of your fiscal management needs and includes:

Financial software solutions: exclusive QuickBooks software subscription discounts with premium setup and configuration services

Accounting & tax services:

•Professional bookkeeping with monthly reconciliation

•Customized financial reporting

•Quarterly and annual tax preparation

•Strategic tax planning and consultation

•Audit support and representation.

Payroll management:

•Full-service payroll processing

•Tax filing and compliance.

•Employee onboarding and benefits administration

•Year-end w-2 and 1099 preparation

Business compliance:

•Sales tax management and filing.

•HR "pro advisor" services for regulatory compliance

•Business license and permit assistance

•Financial operations:

•Accounts payable/receivable management

•Cash flow forecasting and analysis.

•Vendor management and payment processing

Executive support:

•One-on-one business mentorship from Company firm principals

•Strategic planning sessions

•Performance analytics and KPI development

Please note: all services are subject to an activation fee which may vary, be waived, or adjusted depending on the complexity and scope of services required. The activation fee covers initial setup, system integration, and customization of your service package. Additional third-party charges may apply and will be itemized separately on your invoice.

For a comprehensive breakdown of specific services, pricing tiers, and optional add-ons, please refer to exhibiting a price sheet. Company is committed to transparency in pricing and delivering exceptional value through our professional services.

Service level agreement.

This service level agreement outlines the responsibilities of both Company (the "company") and the client.

Client responsibilities:

The client agrees with:

•Provide Company with all necessary authorization and access to accounts, vendors, and financial platforms.

•Submit business-related documents in a timely manner according to agreed schedules.

•Respond to information requests within 48 hours when possible.

•Maintain compliance with all applicable laws, regulations, and reporting requirements; and

•Notify Company of any material changes to business operations or structure.

Company responsibilities:

Company agrees to:

•Meet the agreed-upon response times (typically within 24-48 business hours).

•Maintain client confidentiality and data security according to industry standards.

•Adhere to the client's established policies and practices.

•Provide a dedicated representative available for contact during business hours; and

•Deliver monthly financial reports by the agreed timeline.

Service timeline:

Please note that accounting services provided by Company are "retroactive" in nature, with the closing date being the end of the following month (e.g., January’s books are closed by the end of February).

Tax season considerations:

Response times may be extended during the black-out period of February through April (tax season). During this period, non-urgent matters may experience delays of up to 72 business hours. Critical issues will still receive priority attention.

This agreement may be updated periodically to reflect changes in service offerings or regulatory requirements.

Fees & Payments

Components

Components are the different options and levels available to construct an “solution” service package offered by Company. The minimum activation fee for any component is $50.00. However, the activation fee may vary, be waived, or multiplied, depending on the complexity of the solution and specific client requirements.

Please note that all third-party products provided to the client by Company are subject to change without notice, as they are not governed by Company. Third-party products may include software licenses, API access, or specialized tools required for your tax solution implementation.

In the event that a third-party vendor changes prices, Company will adjust the prices on the next invoice accordingly and provide notification when possible. Company strives to maintain transparent pricing and will communicate any significant changes that may impact on your service agreement.

Additionally, the filing of 1099s incurs third-party charges that are not included in the standard pricing of the component and will be added to the following invoice. These charges reflect the actual costs incurred by Company for processing these important tax documents on your behalf.

Company reserves the right to periodically review and adjust component pricing to reflect market conditions, inflation, or changes in service delivery costs. Existing clients will receive at least 30 days' notice before any price adjustments take effect on their account.

Late fees & interest

If payment is not received by the due date, a late fee structure will apply. A flat fee of $20 will be charged 5 days after the due date. Additionally, interest will accrue at a rate of 2% monthly on the outstanding balance until the payment is received in full.

Collection fees

If payment remains overdue for 30 days or more, the company reserves the right to transfer the account to collections. In such cases, a collection fee of $100 will be added to the outstanding balance. 

Additional costs

In the event of non-payment, the client will be responsible for all costs associated with collecting payment. This includes but is not limited to fees incurred by the company due to the client's non- payment, the company's time spent at a rate of $100 per hour, shipping costs, system costs, third-party costs, and any legal fees or attorney fees incurred. These costs will be added to the outstanding balance and billed to the client. 

Terms

Duration

This agreement shall commence on the effective date set forth above and shall continue until terminated by either party as provided herein. 

Termination

The agreement may be terminated by either party upon written notice to the other party in accordance with the following provisions: 

Client termination: 

The client may terminate the agreement under the following circumstances: the client must provide written notice to the company at least 45 days in advance of the desired cancellation date. For example, if the client wishes to cancel the agreement on 06/01/2023, the written notice must be submitted by 04/15/2023. The client must complete the cancellation survey or worksheet provided by the company. 

Any issues or concerns must be discussed and worked through with the company to provide an opportunity for a resolution, provided that such issues are within the scope of the agreement. The client shall be responsible for a minimum of the cost of the total quarter of the service, plus any outstanding bills or payments coming due during the 45-day notice period. Regardless of the account status, any and all billable items can be processed on the client's provided bank account or cards immediately once billed. 

Company termination: 

The company may terminate the agreement under the following circumstances: immediately upon the client's failure to pay the company for services billed or accrued. 

If the client commits a material breach of the terms and fails to remedy such a breach within thirty (30) days of written notice, or such longer time as is reasonable under the circumstances, provided the client is pursuing the remedy for the claimed breach with due diligence. In the improper use or abuse of company resources, including but not limited to property, rental properties, staff, intellectual property, etc. Examples of abuse may include sharing proprietary information without consent, contacting vendors directly to avoid mark-up, soliciting company staff or vendors, continuing to contact non- company channels after being instructed not to do so, habitual late payments, ignoring agreed-upon notification channels resulting in additional work and waste, being rude or disrespectful to staff members, making discriminatory remarks, or any violation of clauses outlined within this document. 

Failure to pay open balances by the 5th of the month. Solicitation of company office personnel to commit crimes, fraud, tax evasion, or any potentially illegal activity. Violation of any clause outlined within this document. Company reserves the right to refuse service immediately, with or without notice, and with or without reason." 

Confidentiality

The company and the client acknowledge that during the course of their engagement, they may have access to confidential and proprietary information from the other party. Both parties agree to maintain the confidentiality of such information and to use it solely for the purpose of fulfilling their obligations under this agreement. Confidential information includes, but is not limited to, any non-public information, trade secrets, financial information, business plans, customer data, and any other information designated as confidential by the disclosing party. The obligation of confidentiality shall survive the termination of this agreement.

The company shall take reasonable measures to protect the confidentiality and security of the client's information, including implementing appropriate technical and organizational measures to prevent unauthorized access, disclosure, alteration, or destruction of data.

Both parties agree not to disclose confidential information to any third party without the prior written consent of the disclosing party, except as required by law or governmental regulation.

The client acknowledges that the company may engage subcontractors or third-party service providers to assist in providing the services outlined in this agreement. The company shall ensure that such subcontractors or service providers are bound by confidentiality obligations consistent with this section.

Any breach of this confidentiality provision may result in irreparable harm to the disclosing party, for which monetary damage may not be an adequate remedy. In the event of a breach or threatened breach, the disclosing party shall be entitled to seek injunctive relief and any other available remedies." 

Work and IP

Any work product, deliverables, or intellectual property created or developed by the company in the course of providing the services under this agreement shall be owned by the company, unless otherwise agreed upon in writing. 

The client acknowledges that the company may use pre-existing materials, methodologies, and intellectual property in the provision of services. Such pre-existing materials and intellectual property shall remain the exclusive property of the company. 

The client retains ownership of any pre-existing intellectual property or materials provided to the company for the purpose of performing the services under this agreement. However, the client grants the company a non-exclusive, worldwide, royalty-free license to use, reproduce, modify, and distribute such materials solely for the purpose of fulfilling the obligations under this agreement. 

The client shall not use, reproduce, modify, or distribute any work product, deliverables, or intellectual property of the company without the prior written consent of the company, except as expressly permitted in this agreement. 

Upon termination of this agreement, the company shall have no obligation to provide the client with any work product or deliverables, except as otherwise agreed upon in writing. The company reserves all rights not expressly granted to the client under this agreement, including but not limited to all intellectual property rights. 

Limitations of liability

Neither party shall be liable for or required to indemnify the other party for any incidental, consequential, exemplary, special, punitive, or lost profit damages that arise in connection with this agreement, regardless of the form of action (whether in contract, tort, negligence, strict liability, or otherwise) and regardless of how characterized, even if such party has been advised of the possibility of damages. The client shall be solely liable for any losses, damages, or liabilities that result from their willful misconduct, negligence, or violation of the terms of this agreement. 

In recognition of the risks and benefits of the services to be provided under this agreement, and to the fullest extent permitted by law, the client agrees to limit the liability of the company for any and all claims, losses, damages of any nature from any cause, including attorney's fees and costs. The total aggregate liability of the company to the client shall be limited to the amount of fees actually paid to the company by the client for the services resulting in such losses, excluding billable expenses. 

All warranties, conditions, representations, indemnities, and guarantees, whether expressed or implied, arising by law, custom, prior or written statements by the company, or otherwise (including, but not limited to, any warranty of merchantability or fitness for a particular purpose), are hereby overridden, excluded, and disclaimed." 

Dispute resolution

Non-disparagement

The client agrees not to disparage the company, its owners, employees, staff, contractors, affiliates, agents, or any other entity related to the company. Any violation of this non-disparagement agreement by current or former clients shall result in the client indemnifying the company with a payment of no less than $2000.00 or the company's perceived loss due to the violation of this agreement. 

Arbitration

Arbitration: any dispute arising from or in connection with this agreement, its agreements, or clauses, shall be settled through friendly negotiation. In the event that no settlement can be reached, the dispute shall be submitted to the Indiana academy of mediators & arbitrators for arbitration in accordance with its rules in effect at the time of applying for arbitration. The arbitral award shall be final and binding upon both parties. 

Governing law

This agreement shall be governed by and construed in accordance with the laws of the state of Indiana, without regard to its conflict of laws principles. 

Any legal action or proceeding arising out of or in connection with this agreement shall be brought exclusively in the courts. Located in Indianapolis, Indiana, within Marion County. The parties hereby submit to the exclusive jurisdiction of such courts for the purpose of any such action or proceeding. 

The prevailing party in any dispute or litigation arising out of or relating to this agreement shall be entitled to recover its reasonable attorneys' fees and costs incurred in connection with such dispute or litigation." 

Partner approach

Both parties agree to work 

•Collaboratively and in good faith, treating each other as partners rather than as customers and vendors. 

The company agrees to provide all necessary services for Compliance, 

•Savings, and Growth, working diligently to meet the client partner's needs and objectives within the scope of this agreement. 

Client partner responsibilities

Timely provision of information

Client partner responsibilities: provide timely and accurate financial information, records, and documents necessary for the provision of services. Collaborate in the preparation of financial statements, tax returns, and other required reports. Respond promptly to inquiries and requests for additional information. 

Active participation and collaboration 

Client partner responsibilities: actively engage in the partnership by actively participating in meetings, discussions, and decision-making processes. Share insights, perspectives, and suggestions that can contribute to the overall success of the partnership. Foster a collaborative environment by maintaining open lines of communication and expressing any concerns or challenges as they arise. 

Transparent communication

Client partner responsibilities: communicate any changes in business operations, financial circumstances, or legal obligations that may impact on the services provided by the company. Maintain transparent and open communication channels, seeking clarification or further guidance whenever necessary. Inform the company about any relevant information or updates that may affect the overall business relationship. 

Implementation of suggestions

Client partner responsibilities: review and carefully consider the advice, recommendations, and strategies provided by the company. Take proactive steps to implement suggested improvements, compliance measures, or cost-saving initiatives. Collaborate with the company to develop an implementation plan and set realistic timelines for executing recommended actions.

Collaborative discussions

Client partner responsibilities: participate actively in discussions and decision-making processes related to financial and tax matters. Provide input and feedback on proposed strategies, plans, and initiatives. Collaborate with the company to make informed decisions that align with the overall business goals and objectives. 

Continued education.

Client partner responsibilities: stay informed about relevant tax laws, accounting principles, and industry- specific regulations. Seeking out opportunities for professional development and ongoing education in areas related to accounting, bookkeeping, and business management. Stay proactive in enhancing your financial literacy and understanding to make informed decisions for your business. 

Mutual respect

Client partner responsibilities: treat the company's staff with respect and professionalism in all interactions. Value the expertise and knowledge of the company's team and trust their advice and recommendations. Foster a positive and respectful working relationship based on mutual trust and understanding. 

Company responsibilities

Service delivery

Company responsibilities: 

Provide timely and accurate financial information, records, and documents necessary for the provision of services. Collaborate in the preparation of financial statements, tax returns, and other required reports. Respond promptly to inquiries and requests for additional information. 

Compliance and law

Company responsibilities: provide the following services: review, categorize income and expense transactions monthly, identify and update transactions without category, payees, or undeposited funds and unapplied payments. Capture, organize, and assign receipts. Reconcile balance sheets against statements and organize statements. Enter and pay bills "accounts payable". Provide guidance and support on client invoicing "accounts receivable" track and file sales tax. Manage w9s and file 1099s. File company tax returns. Complete all required business filings. Enter and process payroll from timekeeping system. Provide monthly reports and updates via email. Conduct quarterly business review meetings. Provide HR consulting services, assistance in investigations, disciplinary actions, and compliance auditing. Manage employment verifications. Support contact over email or other computer-provided tool. Text support during normal business hours. Perform up to 4 notarizations yearly. Assist with up to 4 document preparations a year. Provide online client self- service portal included with all packages. 

Service levels

The following is a description of the service(s) covered in the agreement: service: review all transactions & categorize appropriately duration: monthly service level: completed before the end of the following period. Service: account reconciliation timely duration: monthly service level: complete before the following period. Service: receipt assignment complete duration: monthly service level: completed by the end of the following period. Service: accounts payables timely duration: monthly service level: 95% service: tax & business filings timely duration: varied service level: 95% service: payroll processing timely duration: weekly service level: 95% service: reporting timely duration: monthly service level: 95%

Service credits

Service credits will be disbursed on the invoice following the service level failure or within thirty days of the service level failure. The client must notify the company of any failures so it may reconcile and research the failure. Only documented and verifiable failures will be credited. Credits are capped at the total invoice amount minus billed expenses like QBO subscription or other pass- through items. The client shall not have any other remedy for service level failure than the credits specified in this agreement. 

Response time

The parties agree on the following deadlines for the company to respond to notice from the client with respect to any service-related issue: 

Urgent and important: 1-8 business hours 

•Example 1: critical software issues affecting financials 

•Example 2: urgent tax filing questions 

•Example 3: critical financial report adjustments 

•Example 4: time-sensitive accounting tasks 

•Example 5: urgent payroll adjustments 

Urgent but not important: 9-16 business hours 

•Example 1: non-critical software issues 

•Example 2: urgent document formatting or editing 

•Example 3: non-critical financial report adjustments 

•Example 4: assistance non-essential accounting tasks 

•Example 5: non-essential payroll adjustments

Important not urgent: 16-48 business hours 

•Example 1: general inquiries or non-essential questions 

•Example 2: routine document requests 

•Example 3: non-critical software support. 

•Example 4: follow-up on non-time-sensitive matters 

•Example 5: requests for general financial advice 

Not urgent or important: 48-72 business hours 

•Example 1: non-essential administrative inquiries 

•Example 2: non-essential data entry requests

•Example 3: non-critical invoicing or billing inquiries 

•Example 4: non-essential account reconciliation 

•Example 5: non-critical bookkeeping questions 

Note that these time limits are based on business hours, and off-hours (such as weekends and holidays) are not considered in the response time calculation. Adjust the timing as necessary based on your specific business operating hours and client expectations. These are not guaranteed but guidelines. Items that are scheduled will start the countdown at the due date. 

Indemnification

Client partner agrees to indemnify and hold client partner harmless against all liability, loss, damages, costs, and expenses which client partner may incur, including, but not limited to, attorneys' fees and costs, which client partner may be required to pay, directly or indirectly, as a result of any error or omission by tenet that directly or indirectly results in any liability, loss, and/or damages to client partner. 

The client partner agrees to indemnify and hold harmless the service provider from any claims, damages, liabilities, or expenses arising out of or resulting from the client partner's use of the services. Company agrees to defend, indemnify, and hold harmless client partner, and its directors, officers, employees, and agents from and against any and all third-party claims, demands, and liabilities, including reasonable attorney's fees, resulting from or arising out of: the services provided under this agreement actually or allegedly infringing or violating any patents, copyrights, trade secrets, licenses, or other intellectual property rights of a third-party. Any breach of Company's representations and warranties in this agreement. Company's failure to comply with Company's obligations under any and all laws, rules, or regulations applicable to Company or the services provided under this agreement. Client partner agrees to defend, indemnify, and hold harmless Company, Company affiliates, and each of their respective directors, officers, employees, and agents from and against any and all third-party claims, demands, and liabilities, including reasonable attorney's fees, resulting from or arising out of: any breach of client partner's representations and warranties in this agreement. Client partner's failure to comply with client partner's obligations under any and all laws, rules, or regulations applicable to client partner under this agreement, except to the extent such violation arises out of Company's failure to comply with Company's obligations hereunder. A party seeking indemnification (the "indemnified party") shall promptly notify the other party (the "indemnifying party") in writing of any claim for indemnification, provided that failure to give such notice shall not relieve the indemnifying party of any liability hereunder (except to the extent the indemnifying party has suffered actual material prejudice by such failure). The indemnified party shall tender sole defense and control of such claim to the indemnifying party. The indemnified party shall, if requested by the indemnifying party, give reasonable assistance to the indemnifying party in the defense of any claim. The indemnifying party shall reimburse the indemnified party for any reasonable legal expenses directly incurred from providing such assistance as such expenses are incurred. The indemnifying party shall have the right to consent to the entry of judgment with respect to, or otherwise settle, an indemnified claim only with the prior written consent of the indemnified party, which consent shall not be unreasonably withheld; provided, however, that the indemnified party may withhold its consent if any such judgment or settlement imposes an unreimbursed monetary or continuing non- monetary obligation on such party or does not include an unconditional release of that party and its affiliates from all liability in respect of claims that are the subject matter of the indemnified claim 

Force majeure

Neither party shall be liable for any delay or failure in the performance of any part of this 

Agreement to the extent that such delay or failure is caused by fire, flood, explosion, war, embargo, government requirement, civil or military authority, act of God, labor stoppage or delay, pandemic, epidemic, or other similar causes beyond its control and without the fault or negligence of the delayed or non-performing party. In such an event, the delayed or non-performing party shall be excused from the performance of its obligations under this agreement to the extent that such performance is thereby prevented, Hindered, or delayed, as the case may be, during the period of such force majeure. 

Entire agreement

This agreement, including any exhibits or attachments hereto, constitutes the entire agreement between the parties and supersedes all prior oral or written agreements, understandings, or representations relating to the services. This agreement, together with any exhibits, attachments, or other documents incorporated herein by reference, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior oral or written agreements, understandings, or representations between the parties relating to the subject matter hereof. No representation, inducement, promise, understanding, condition, or warranty not set forth herein has been made or relied upon by either party in entering into this agreement. Neither party shall be bound by or liable for any alleged representation, warranty, promise, or understanding not so set forth. 

Amendments & waivers

This agreement may be amended or modified only by a written instrument duly executed by both parties hereto. 

Modification of agreement: any modification or amendments to this agreement will be binding if evidenced in writing signed by each party. 

Integration: this agreement 

Contains the entire agreement and understanding by and between the client and the company, and no representations, promises, agreements, or understandings, written or oral, not contained herein shall be of any force or effect. From time to time, Company may provide additional assistance or value-added services for a discount or free of charge. While we are happy to offer these additional services, when possible, it is important to note that they are not included in your service agreement unless expressly stated in writing. 

Any additional services or discounts provided by Company are subject to availability and may be revoked at any time. If you have any questions about the scope of your service agreement or any additional services offered by Company, please contact us for clarification." 

Severability

The provisions of this agreement shall be deemed Severable, and the invalidity or unenforceability of any Provision shall not affect the validity or enforceability of the other provisions hereof. If any provision of this Agreement, or the application thereof to any person or any circumstance, is invalid or unenforceable, (a) a suitable and equitable provision shall be substituted therefor in order to carry out, so far as may be valid and Enforceable, the intent and purpose of such invalid or unenforceable provision and (b) the remainder of this agreement and the application of such provision To other persons or Circumstances shall not be affected by such invalidity or unenforceability, nor shall such invalidity or unenforceability affect the validity or enforceability of such provision, or the application thereof, in any other jurisdiction. 

Notices

All notices required or permitted under this agreement shall be in writing and shall be deemed delivered when delivered in person, or three (3) days after being deposited in the United States mail, postage prepaid, certified or registered mail, return. Receipt requested, addressed to the party entitled to such notice at the address of such party set forth above, or at such other address as such party may designate by written notice Delivered in Accordance herewith. 

Successors and assigns

This agreement shall be binding upon and incur to the benefit of the parties hereto and their respective successors and assigns. Neither party may assign or transfer its rights or obligations under this agreement without the prior written consent of the other party, except that either party may assign this agreement without consent to an affiliated entity or in connection with a merger, acquisition, or sale of all or substantially all of its assets or business. Any assignment or transfer in violation of this provision shall be invalid. 

Counterparts

This agreement may be executed by our counterparts, each of which shall be deemed original, but all of which together shall constitute the same instrument. Facsimile or electronically transmitted copies of signed counterparts shall be deemed to be original counterparts. 

Electronic signatures

The parties agree that electronic signatures, whether digital or encrypted, shall have the same legal effect as handwritten signatures. The use of electronic signatures is permitted for the execution of this agreement and any related documents. Each party agrees to accept electronic signatures and to be bound by agreements or transactions entered into electronically. The parties further agree that the electronic signatures appearing on this agreement are the same as handwritten signatures for the purposes of validity, enforceability, and admissibility. 

Authority

Each party represents and warns the other that it has full power and authority to enter into this agreement and that it is binding upon such party and enforceable in accordance with its terms. 

Relationship

The parties acknowledge and agree that their relationship under this agreement is that of independent contractors. Nothing in this agreement shall be construed to create an agency, partnership, joint venture, or any form of joint enterprise between the parties. Neither party shall have the authority to function as an agent or legal representative of the other party or to bind the other party to any obligations or liabilities. This agreement does not create an employment relationship between the parties. Each party retains full control and authority over its respective employees, agents, and contractors, and each party shall be solely responsible for the actions and liabilities of its own personnel. The rights and obligations of the parties shall be limited to those expressly set forth in this agreement, and no other obligations or duties shall be implied. The parties shall operate independently and shall be solely responsible for their own expenses, taxes, and liabilities incurred in connection with the performance of this agreement. 

Assignment

Neither party may assign or transfer any of its rights or obligations under this agreement without the prior written consent of the other party, which consent shall not be unreasonably withheld. However, either party may assign or transfer this agreement to a successor in interest (whether by merger, sale of assets, or otherwise) without the prior written consent of the other party, provided that the assignee or transferee assumes all of the assigning party's rights and obligations under this agreement. Any attempted assignment or transfer of this agreement in violation of the above shall be invalid. 

Third-party beneficiaries

Nothing in this agreement shall confer any rights or benefits upon any person or entity other than the parties and their respective permitted successors and assigns. 

Survival

The following provisions shall survive any termination or expiration of this agreement: confidentiality, client partner responsibilities, company responsibilities, indemnification, limitation of liability, dispute resolution, governing law, entire agreement, amendment and waivers, severability, notices, successors and assigns, relationship of parties, assignment, third-party beneficiaries, and any other provisions that by their nature are intended to survive termination or expiration. 

Accountants’ Lien

In the event that the client partner fails to make payment as agreed upon in this service agreement, Company shall have the right to impose an accountant's lien on any and all assets and properties of the client partner, whether physical or digital, to secure the outstanding payment.

This accountant's lien encompasses, but is not limited to, all financial records, tax documentation, QuickBooks accounts, login credentials, digital information, accounting software access, financial data, client databases, hardware, and any other resources or materials owned or used by the client partner and related to their business operations or tax preparation.

The accountant's lien grants Company the authority to withhold, seize, or retain possession of these assets and properties until the outstanding payment is received in full, including any applicable late fees, interest charges, or collection costs. Company may take all necessary steps to enforce the lien, including but not limited to restricting access to digital accounts, suspending accounting and tax services, withholding tax documents, or pursuing appropriate legal action through the courts.

Furthermore, this lien extends to any physical property located on the office premises of the client partner, including paper documents, tax returns, financial statements, receipts, invoices, and personal belongings left on the premises. Company reserves the right to exercise its lien rights in accordance with applicable state and federal laws.

The imposition of an accountant's lien is a legally binding measure intended to protect Company's rights and ensure fair compensation for the professional services rendered. By signing this service agreement, the client partner acknowledges and accepts these lien provisions as valid and enforceable.

The client partner is strongly advised to promptly settle any outstanding payments to avoid the activation of the accountant's lien and any associated costs, consequences, or potential disruptions to their business operations. Company will provide written notice before exercising its lien rights, allowing the client to partner a reasonable opportunity to resolve the payment issue.

Automatic payment authorization

Automatic payment authorization and acknowledgement

Service requires automatic payments to be set up on the account with the business card information and checking account information to be used in the event the card is declined.

Payments will be processed within 48 hours of the 1st of each month or on the due date either prior to or after the 1st of the month. Any requests made after the due date of the month may not go into effect or be processed until the following month. The total amount processed will include any balance due on your account including late fees, other charges, or payment for purchases made by Company on behalf of the client.

By entering this agreement and signing below, you the client, are authorizing Company, LLC ("company"), to charge the credit card or initiate debit entries to the bank account you provided to the company. The card or banking information will only be stored on QuickBooks and used to process payments until other information is provided or full payment has been made on the last open balance after termination. For monthly recurring payments, this authority is to remain in full force and effect until the company receives written notification from me (or either of us) of its termination with at least 30 days advance notice.

Additionally, the client will ensure sufficient funds are available for the automatic payment and will hold harmless the company if any bank charges are incurred for any reason. Returned payments or otherwise failed payments will result in additional fees and charges of up to $35 per occurrence. After two consecutive failed payment attempts, Company reserves the right to demand payment by certified funds and/or suspend services until the account is brought current.

Primary banking information

Bank name: __________________________________________

Routing: _______________________________________

Account: _____________________________________________________

Type: checking / savings

Address: _________________________________________________

City: __________________________________________

State: ________________________

Zip code: __________________________

**********credit card details*********

Cards ___________________________________-_________-_______________________

Exp: __________/____________ cvv: __________

Billing address: __________________________________________________

Billing city: _________________________ billing state: ___________ billing zip: ____________ 

EXHIBIT A

Prices and Charges

Tax Prep

•1040x-amended tax return filing-$249.00.

•1099 filing-$99.00

•1099 multiplier (per ee)-$9.00

•709-estate&gifttaxreturnfiling-$149.00

•940-45-payrolltaxreturnpreparation-$99.00

•990-non-profittaxreturnpreparation (990)-$49.00

Accounting

•Accounting clients partner referred-$0.00.

•Accounting core-$99.00

•Accounting core activation-$99.00

•Accounting plus package-$199.00

•Accounting software setup-$999.00

•Activation - plus package-$199.00

•Activation - system fee-$50.00

Tax and Bookkeeping Other

•Additional forms-$19.00

•Additional state returns-$69.00

•Amended business Corp (1120s/1120x) (state not incl.)-$999.00.

•Amended business owner return (1040x sch1/sche/schc/1065 k1)-$499.00.

•Amended contractor return (1040xwschc)-$399.00.

•Amended head of household (1040x.hoh)-$269.00

•Amended itemized return (1040x + sch a)-$299.00.

•Amended partnership return (1065x) (state not incl.)-$699.00.

•Amended state sales tax return-$79.00.

•Amended student return (1040x.stu)-$169.00.

•Bank statement review-$49.00.

•Basic Irs transcript request (1-3 years)-$49.00

•Bookkeeping services (hourly)-$39.00

•Business corporation (1120s-1120) *state not-included-$549.00

•Business owner return-$349.00

•Business partnership return (1065)-$449.0

•Comprehensive irs transcript request (7-10+ years)-$149.00

•Contractor return (1040wschc)-$249.00

•Electronic payment fee 3%-$0.03.00

•Estimate-$30.00.

•Expedited irs transcript processing-$199.00.

•Extended Irs transcript request (up to 7 years)-$99.00

•Ez business registration w. Ein-$299.00

•Form adds - schedule c (schc)-$69.00.

•Head of household (hoh)-$169.00

•Individual return (1040)-$149.00

•Itemized return (1040 + sch a)-$199.00

•Itin coa-$59.00

•Itin coa only-$69.00

•Itin & ein ez quickstart bundle-$499.00

•K1addons-$99.00

•Passport photo-$25.00

•Payroll per employee-$9.00

Acknowledgement

By appending my signature below, I hereby declare and confirm that;

•I have received a copy of this Company service agreement and have thoroughly read it in its entirety, devoting ample time to fully comprehend its contents.

•I have actively engaged in a thoughtful contemplation of the provisions, terms, and conditions outlined within this Company agreement, and have sought additional clarification or explanations as needed.

•I have availed myself of the opportunity to review this document repeatedly, allowing sufficient time for reflection and further study to ensure a comprehensive understanding of all Company services and obligations.

•I have proactively pursued any necessary measures to enhance my comprehension, including but not limited to seeking professional advice, consulting subject matter experts, or utilizing translation services if required. 

•I possess a clear understanding of the pricing structure, auto payment mechanisms, and all other Company company policies, protocols, and guidelines elucidated in this agreement.

•I acknowledge that I have been afforded the opportunity to procure an independent translation or interpretation of this document, and I have either availed myself of such services or determined that no further assistance is necessary.

•With full cognizance of the policies, clauses, procedures, and any other pertinent provisions contained within this Company agreement, I am in complete agreement and acceptance of all the terms set forth herein.

•I understand that Company provides tax preparation and consultation services in accordance with applicable laws and regulations, and that I am responsible for providing accurate and complete information for these services.

•I acknowledge that this agreement establishes a professional relationship between myself and Company, with mutual rights and responsibilities as detailed herein.

By providing my signature below, I hereby attest that I have fulfilled my due diligence, leaving no room for contention or complaint arising from a lack of comprehension or awareness of the contents of this agreement. 

This agreement shall be signed by / Este acuerdo será firmado por el cliente.

Signature blocks

Signature client

______________________________________________________________________________

Name___________________________________________________________________

Title: ________________________________

Date: ________________________

And by 

Signature Company________________________________________________________________

Name___________________________________________________________

Title: ___________________________________

Date: ______________________________

Firma por Company and is effective as of the date of first written above. / y es efectivo a partir de la fecha de la primera escrita arriba.