As tax advisors, we have always protected the right to privacy and will continue to do so. The law now requires us to inform you of our policy regarding privacy.
We receive and collect nonpublic personal information from various forms and statements that you provide. We do not disclose such information unless you instruct us to do so, except as required by law. We maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.
We retain records relating to professional services that we have provided so that we are better able to assist you with your tax and financial needs, and to comply with professional guidelines. Please do not hesitate to call us if you have any questions. Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.
All first-time clients must have a credit card on file at the time of services. Billing is not on autopay. All payments are due as invoiced unconditioned by outcome of engagement. Billing is in arrear of prior month. Payment is due on the 5th day of every month. A late charge of 5% of the total invoice and any unpaid balance will apply automatically after the 8th day of the month. Payments more than ten (10) days late will result in an attempt to charge the credit card on file. A $25.00 charge will accompany credit card charges attributable to late payments. If credit card payment is not accepted no further attempts to charge the account will be made, a $25.00 fee will be assessed with an additional 5% late fee.
If payment is not made within thirty (30) days of fees being assessed the liability will be assigned to collections, and a collection fee of $150.00 will be assessed to the account in addition to the late fee penalty charges. All work will cease, account will be suspended and no work shall be released until final payment is made. If necessary client will assume all court cost, legal and administration fees if collection of balances should result in legal action.
This agreement is hereby entered into by Elite 8 Tax & Financial Services, hereinafter referred to as
hereinafter referred as the (client).
This agreement is hereby entered into by Elite 8 Tax & Financial Services, hereinafter referred to as (contractor) and , an authorized agent or assign of
located at in the city of in hereinafter referred as the (client).
Client agrees to provide accurate income, expense, bank account view access, asset and distribution information regarding any tax years under engagement in a timely manner. Client agrees to follow through with all recommended actions in the recommended time allotted.
Client by initial acknowledges that all material information necessary to accurately prepare and maintain books has been submitted and agrees to furnish any additionally requested documentation within three (3) business days of the request. Client shall hold contractor harmless for any adverse action attributable to omissions and/or misrepresentations characterized by unsubmitted or inaccurate information. As such if any needs for amendment(s) shall become necessary due to such omissions or misrepresentations client agrees to have amendment(s) prepared at the additional contractor rate
The term of this agreement shall be for one year beginning on the 1st day of the 1st month following the signed agreement.
Unless specified in writing no less than thirty (30) days prior to the last day of the last month of this agreement, it shall renew for no less than one (1) year at a rate determined by material adjustment(s) to client’s account.
REPRSENTATIVE CONTACT INFORMATION
All information will remain confidential
I authorize Elite 8 Tax & Financial Services to charge the amount listed above to the credit card provided herein. I agree to pay for this purchase in accordance with the issuing bank cardholder agreement.
Cardholder – Please Sign and Date
Return the completed and signed form to the following:
ELITE 8 TAX & FINANCIAL SERVICES
2150 S. Central ExpwySt. 200 McKinney, TX 75070Ph: (469)412-0056Fax: (972)347-9303Email: Info@elite8financial.com
Mon-Thu | 10 am – 5 pm CST
Virtual: Mon-Thu | 9 am – 7 pm
Sat: 10:30 am – 4 pm