Engagement For Entity Formation

Thank you for choosing Elite 8 Tax & Financial Services for your tax needs. Below you will find our governing privacy policy and a formal agreement regarding the scope of service for which we are engaging and your responsibility to this engagement.


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.

This agreement is hereby entered into by Elite 8 Tax & Financial Services (Contractor) and

Elite 8 Tax & Financial Services agrees to provide the following services to the client for which client agrees to pay as invoiced:

  • Conduct initial name availability search for desired name of entity. (24-48 hours)
  • Complete essential forms for entity formation in designated state per intake.
  • Electronically file forms (where accepted) with Secretary of State.
  • Transfer client funds electronically (where accepted) to Secretary of State for State Registration Fees.
  • Provide client with all filed documents upon approval with receipt of payment.
  • Client understands that under this engagement a service is being performed that is not and shall not be interpreted as legal advice or substitution of legal advice.
  • Under a separate agreement, Contractor is available to provide such service as Operating Agreements and similar documents associated with establishing an entity.
  • Our services are not intended to determine whether you have filing requirements in other taxing jurisdictions than the one(s) you have informed us of. Our firm is available under the terms of a separate engagement letter to provide a nexus study that will enable us to determine whether any other state tax filings are required.
  • Notwithstanding anything contained herein, both accountant and client agree that regardless of where the client is domiciled and regardless of where this Agreement is physically signed, the 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.
  • Client understands that additional cost may be accrued for third party engagement service 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. No return of payment for services of Government fees will be provided if any Government agency should render an adverse decision to client without regard to error by Contractor.
  • 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 document returned to them.
 
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