Dubsado Contract for Accounting/Bookkeeping & Tax Preparation Firm

Review all contracts that we have in dubsado Gather all drafts of contracts that we have Create all contracts in legal form Review: Services that we provide Tax Preparation (Services) Client Responsibilities Request for additional services Resolution of potential ethical conflicts Record Retention Ownership of Documents Electronic Mail Portal Usage Your Privacy Confidentiality Privilege Subpoenas and outside inquiries Compensation Extending tax return completion deadlines Tax Examinations What we will do (Tax Examination Representation Services) What we will not do (Tax Examination Representation Services) Offer in Compromise (Tax Examination Representation Services) Automated Collection Systems (Tax Examination Representation Services) Liabilities and Liens (Tax Examination Representation Services) Payment Terms NON-Payments Engagement Terms Consent for use of tax return information Responsibility for management misrepresentations Dispute Resolution Confirmation of Agreement/Confirmation of Terms Recurring Payment Authorization Form SERVICE AGREEMENT: Unanticipated Services Service Guarantee Quality Review Payment Plan Agreement SERVICE AGREEMENT CHANGE ORDER: Additional Work Required Adjusted Fee Agreement PAYROLL ENGAGEMENT LETTER: Payroll Services to be Provided What we won't do When we'll do it Client Responsibilities What we need from you Services outside the scope of this letter