Elite 8 Client Intake

Privacy Notice:

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.

Financial Liability:

All first time 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 $25 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.

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.