Terms and Conditions for $999 Bookkeeping

and Tax Filing Offer

By accepting our $999 Bookkeeping and Tax Filing Offer, you agree to the following terms and conditions:

1. Scope of Services:

   - The offer includes an annual reconciliation of your business’s financial books and tax filing for one business entity (Corporation, S. Corp, LLC, or LLP).

2. Client Responsibilities:

   - You must provide accurate and complete financial statements, receipts, and previous tax returns.

   - All necessary documentation must be submitted by the agreed-upon deadlines to ensure timely completion of services.

3. Limitations:

   - This offer does not include monthly bookkeeping services, payroll processing, or handling of multiple entities.

   - Any additional services requested beyond the scope of this offer will be subject to separate fees.

4. Eligibility:

   - This offer is valid for new clients only.

   - The business must be operational and not in the process of being closed or sold.

5. Conditions for Offer Validity:

   - If you are unable to provide the required financial statements or previous tax returns, we may not be able to complete the reconciliation and tax filing as promised.

   - Failure to provide necessary documentation will result in the termination of this offer, and no refunds will be issued.

6. Payment Terms:

   - Full payment of $999 is required upfront to initiate services.

   - Payments are non-refundable once work has commenced.

7. Service Completion:

   - We will make every effort to complete the reconciliation and tax filing within the agreed timeframe, provided all necessary documents are received on time.

   - Delays in receiving documents from the client may result in delays in service completion.

8. Confidentiality:

   - All client information will be kept confidential and used solely for the purpose of providing the agreed-upon services.

9. Limitation of Liability:

   - We are not responsible for any penalties, interest, or additional taxes assessed due to inaccurate or incomplete information provided by the client.

   - Our liability is limited to the amount paid for the services under this offer.

By proceeding with this offer, you acknowledge that you have read, understood, and agreed to these terms and conditions.

Flat Rate Bookkeeping and Taxes reserves the right to refuse service or cease communication with any business person or entity at our discretion.

If you have any questions or need further clarification, please Contact Us.

We are here to help ensure a smooth and successful process.