This template was collaborated on with a CPA!

This bundle includes the tax services agreement along with essential business templates, all business owners need. You are saving over 10% by purchasing the bundle rather than purchasing the templates separately.

This bundle includes:

Tax Services Agreement has the main agreement with the ability to adjust and change services for all of your firms needs using the 5 different Exhibits. The main agreement has all the terms necessary to make sure your firm’s is protected. Each Exhibit has suggested language for the different services as well as different payment structures. With the collaboration of a CPA this template was created with tax professionals in mind.

This template includes the following:

Main Tax Services Agreement Template includes:

• Automatic Payment Language

• Reimbursable Expenses

• Communication

• Confidential Information

• Discharge/Withdrawal

• Record retention

• And much more

Tax Preparation Services Exhibit A Template

Tax Representation Services Exhibit A Template

Monthly Bookkeeping Services Exhibit A Template

Payroll Services Exhibit A Template

Accounting Setup Services Exhibit A Template

Website Polices Template

• Privacy Policy -Did you know that if you collect names, email addresses or even credit card numbers from website visitors you MUST have a privacy policy, it’s FEDERAL LAW!! A Privacy Policy tells your website visitors, what information you collect and how you use that information

• Terms and Conditions (includes business disclaimers) - Terms & Conditions are a must if you have a website. It creates a contract between you and your website visitors. The Terms & Conditions protect your intellectual property; it establishes the terms you are selling services and/or products; it provides disclaimers to reduce your risk and it tells your website visitors how to behave on your website.

Independent Contractor Template - If you are hiring an independent contractor (as opposed to an employee) this contract is for you to make sure you are protected

Non-Disclosure Agreement (NDA) Template for Third Parties - If you are hiring a 3rd party vendor or contractor, it is important to protect your Company’s confidential information. If you are a 3rd party vendor or contractor, this template will show your client that you are serious about protecting their confidential information.

**Nothing on this website is legal advice and no attorney-client relationship is formed by purchasing or viewing a contract template. If you have a specific problem and need legal advice, contact a licensed attorney.