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 clients must have a credit card on file at the time of services if electing to use a bank product or service with other deferred payment options. All payments are due as invoiced unconditioned by outcome of engagement. Any deferred payment arrangements not paid on time or bank products intercepted by third party debt, will result in an attempt to charge the credit card on file. If credit card payment is not accepted there will be a $75 fee assessed along with a 5% late fee charge.
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 will be assessed to the account in addition to the late fee penalty charge of 5%. Client will assume all court cost, legal and administration fees if collection of balance has to go to court.
Notwithstanding anything contained herein, both contractor and client agree that regardless of where the client is domiciled and regardless of where this Agreement is physically signed, this Agreement shall have been deemed to have been entered into at Accountant’s office located in Collin County, Texas, USA, and Collin County, Texas, USA, shall be the exclusive jurisdiction for resolving disputes related to this Agreement. This Agreement shall be interpreted and governed in accordance with the Laws of Texas
• Our fee for services will be at our standard billing rates for personnel assigned to this engagement. Payment is expected at signing of agreement for initial services and as prescribed to recurring payments or future service payments.
• Client understands that additional cost may be accrued for third party engagement services if necessary (i.e. internal auditors) or unforeseen work necessary to complete engagement. If such circumstances should arise, client will be notified prior to work being performed and a separate addendum to this engagement will be drafted by contractor and signed by both parties. Client agrees to pay for professional services as invoiced.
• Contractor makes no warrants or guarantees of results. Client understands that payment of services shall be rendered with no regard to outcome of engagement.
• Unless specified in writing, no work shall be performed for this engagement prior to receipt of payment. Any additional cost accrued shall be paid within three (3) business days or all work shall cease and client’s original documents returned to them.
Stated prices are for base line services which is subject to limitations or additional cost.
B0$$ pay stated price is for up to 25 employees and does not include electronic time keeping, garnishments, or third-party payments. Additional employees and services for B0$$ Pay are available for additional cost which will be documented in signed engagement. B0$$ Pay is a 1-year subscription service with an automatic renewal provision.
B0$$ Books stated price is for up to 3 financial institution accounts/credit cards, and does not include inventory tracking or processes. Additional accounts will be priced at $35.00 per account per month for the same term of 1 year. Inventory services for B0$$ Books are available for additional cost which will be documented in signed engagement. B0$$ Books is a 1-year subscription service with an automatic renewal provision.
B0$$ Start is a one-time service base cost. The included tax return may be used for the prior or current year. This service does not include State Fees incurred to form the entity. This service does not take the place of, act as, or offer legal advice. Service is the minimum required submissions to legally form entity.
B0$$ EXECUTIVE is a compilation of all other B0$$ services and retain all the limitations of each service.
Cancellation: Cancellations must be submitted in writing at least thirty days prior to cancellation taking place. Services paid in advance for the year will be prorated to the month following the month in which the notice of cancellation was given and remaining balance returned to the client in 6 to 8 weeks. Early cancellations of the 1-year agreement will result in a cancellation fee of $250.00. Monthly payors will be subject to the last months bill billed in arrears plus the cancellation fee.
Refunds: Full refund less setup cost will be issued if service is cancelled within 10 days of signed engagement. After the 1st 10 days any cancellations will be prorated to 6 months of the 1-year subscription.
HOLD HARMLESS AGREEMENT By entering into engagement with Elite 8 Tax & Financial Services you agree to hold harmless the company, its agents, or assigns for any action brought forward by any third party or government agency due to omission, error, or intentional or misleading information for which its positions, actions etc. are based.
I hereby agree to engage Elite 8 Tax & Financial Services for the services described as invoiced and accept the terms and conditions of the Financial Liability Statement.