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