We will record and prepare documents based off the information presented

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1 Dear Client: We appreciate the pprtunity f wrking with yu regarding yur Payrll needs. T ensure a cmplete understanding between us, we are setting frth the pertinent infrmatin abut the services that we will perfrm n yur behalf. We will recrd and prepare dcuments based ff the infrmatin presented We will recrd and prepare payrll dcuments based ff the infrmatin that yu present t us in the specified time sheet frmat. We will make n audit r ther verificatin f the data yu have submitted and we will perfrm ur services under the assumptin that all the infrmatin yu submit t us is true, cmplete and accurate accrding t dcuments and ther infrmatin retained in yur files (particularly regarding reimbursable expenses, medical, and ther deductins). Yu shuld retain all necessary written supprt and dcumentatin shuld it be required by an IRS examinatin at a later date. We reserve the right t withdraw frm this engagement if requested infrmatin is nt received in a reasnable perid f time. We will furnish yu with questinnaires and/r wrksheets t guide yu in gathering the necessary infrmatin. If yu prefer t assemble data in yur wn rganized manner, please d s. Cmplete and rganized data will assist us in keeping ur fee t a minimum. We will use prfessinal judgment We will use ur prfessinal judgment t reslve any questins invlving applicatin r interpretatin f the law, especially as it pertains t tax and payrll matters. We will reslve such questins in yur favr if there is reasnable justificatin fr it. Yu have the final respnsibility fr the financial statements and ther dcumentatin prvided frm ur services. Yu shuld review all yur dcuments carefully befre yu apprve them. Final Dcuments fr Tax and Business Purpses Remember that ne f the mst imprtant part f the final resulting recrds, yur payrll infrmatin, is that these allw yu t prperly and cmpletely file the required dcuments fr yur emplyees (and depending n the services yu have chsen, cntractrs). We expect t be infrmed f any imprtant transactins yu may be entering r any imprtant business decisins. It is imprtant that we be able t reflect majr (and minr) changes and activities in yur business applicable t yur payrll. The questins yu ask us befre yu make decisins culd result in large fees fr ur services, and ur time will be billed at ur standard rates fr payrll matters. Respnsibilities f Tax Gddess Business Services, PC We will file the fllwing frms n yur behalf: W-2 W-3

2 We will cmplete the fllwing frms and return t yu fr mailing: A1-QRT UC-018 A1-R Respnsibilities f the client Tax Gddess Business Services, PC is nt a human resurces firm. Therefre, we will nt be respnsible fr E verify requests r Arizna new hire frms. Yu wuld be respnsible fr filing and maintaining said frms alng with any ther gvernment requirements deemed t be human resurces in nature. If yu have any questins as t what ther items yu may be required t maintain we wuld be happy t direct yu t ur human resurces prfessinal services firm. Fees and Payment Setup Fees/One-Time Fees: Setup f a New Client (N previus payrll run) $100 Setup f a Payrll Client in Mid-Year $250 Meaning that yu have already run payrll with anther cmpany in the current year Nn-Arizna set up per state $150 Payrll Run Fees: (Tax Gddess Business Services, PC will run yur payrll fr yu) Please Nte: Tax Gddess Business Services, PC will nt run payrll withut a minimum f a five business day lead time between the end f yur pay perid and the pay date f yur payrll run. Payrll charge if Tax Gddess Business Services, PC runs yur payrll $55 Mnthly Maintenance Fees: Minimum Mnthly Maintenance $50 Yu handle inputting the emplyee and cntractr time (Online) This fee is waived if Tax Gddess Business Services, PC is ding yur payrll runs Extra Emplyees Mnthly Maintenance (On bth Tax Gddess Business Services, PC runs and Yu run payrll ptins) Each Additinal Emplyee abve 5 $5 2 f 6

3 Year End Frms: W-2s and 1099s will be electrnically submitted t the Federal & State agencies as a part f yur payrll service. Cpies will be issued t yu t distribute t yur emplyees and cntractrs. W-2s Per Each Emplyee $5 1099s Per Each Cntractr $5 Please Nte: There is a $50 Minimum n 1099s & W-2 s Yu will be charged fr ut-f-pcket expenses and reasnable csts f cllectin incurred n yur behalf. Our invices are payable by mnthly retainer via credit card. A Payrll must be run minimum f nce a mnth t maintain the abve listed prices fr payrll. The setup fees and the first mnths payrll run will be cllected in advance at the time f the signing f this engagement letter. In fairness t ur clients wh pay prmptly we charge a late payment service charge n all accunts unpaid after 30 days frm billing date at the rate f 2% (2 percent) per mnth n all delinquent balances. Any dispute ver fees may be submitted fr reslutin by arbitratin in at ur sle discretin. Any cllectin fees will be added t yur utstanding invices and are payable in full t cnsider yur accunt in gd standing and settled with Tax Gddess Business Services, PC. Yur fees fr mnthly payrll prcessing are due at the end f each mnth fr that mnth s wrk. Yur fees must be paid by a mnthly recurring charge via ACH using ur ACH authrizatin frm. Peace f Mind Guarantee (READ CAREFULLY) Tax Gddess Business Services assumes that yu d nt, ever, want t deal with the IRS r ther gvernment agencies. We handle all returns in such a manner that it is highly unlikely that yu will ever receive such crrespndence. Hwever, the IRS and ther state agencies d randmly select tax returns fr what they call randm audits. In the rare instance that yu are cntacted by the IRS, r any state agency, we ffer ur Peace f Mind Guarantee s that yu will never need t wrry, stress, r deal with the hassles. Fr $159 per return yu get 4 hurs per year f hassle free cmmunicatin n yur behalf with whm ever has cntacted yu. These 4 hurs per year can be used in the situatin f an audit, a simple IRS ntice, r even questins/ther cmmunicatins yu may have received frm these agencies. If yu chse nt t purchase this cverage, this engagement des nt include respnding t inquiries by any gvernmental agency r tax authrity. If yur filings are selected fr examinatin r audit r any ther issue r request, yu may request that we assist yu in respnding t such inquiry. In that event, we wuld be pleased t discuss prviding assistance t yu under the terms f a separate engagement letter fr that specific purpse and at ur nrmal hurly rates. Ntice Either party must prvide 30 days ntice if the service is t be terminated. This length may be changed under extreme circumstances (i.e. disaster, bankruptcy, etc.) 3 f 6

4 Privacy As yur CPA, we cllect infrmatin prvided by yu frm yur infrmatin, wrksheets, dcuments and discussins and infrmatin that we develp as part f the engagement. We are required t keep all infrmatin abut ur engagement cnfidential s we will nt make any disclsure abut yu unless we have yur apprval r are required/permitted by law. This applies even if yu are n lnger a client. We are cmmitted t safekeeping f yur cnfidential infrmatin and we maintain physical, electrnic, and prcedural safeguards t prtect it. General Yur riginal recrds, which will be returned t yu, cmprise the backup and supprt fr yur incme tax returns. Our recrds and files are ur prperty and nt a substitute fr yur wn recrds. Our firm destrys client files after a retentin perid f seven (7) years, after which time these items will n lnger be available. Als, catastrphic events r physical deteriratin may result in ur recrds being unavailable. Receipt f yur infrmatin Yu will have yur chice as t hw yu wish t receive yur recrds. Yu can chse t have yur infrmatin prvided t yu via , r physical print-uts. We are pleased t have yu as a client and lk frward t a lng and mutually satisfying relatinship. If the abve fairly sets frth yur understanding, please sign n the line belw and return it t us. N Wrk will begin until payment as agreed and this letter have been returned t the Tax Gddess Business Services, PC Offices in Scttsdale. This letter will be in effect regarding ur engagement until superseded by a subsequent understanding. Signature Date Apprved by Owner / Other / Print Name (Business Name) PEACE f MIND GUARANTEE (page 3) at a cst f $ YES Signature NO Signature 4 f 6

5 A List f what Frms will be needed t Set up Yur Accunt: This is a list f infrmatin that will be sent t yu after yu decide t wrk with Tax Gddess Business Services, PC fr yur payrll needs. We need ALL apprpriate infrmatin returned BEFORE we can begin wrking n yur payrll. Emplyee / Cntractr Setup Frms Cntractr Package fr any cntractrs Emplyee Package fr any Emplyees Emplyer Package fr the emplyer 2848 Pwer f Attrney fr the emplyer 285 Pwer f Attrney fr the emplyer Overall Setup Infrmatin ACH Authrizatin Frm n File Signed Engagement Letter (denting Peace f Mind Guarantee chice) Vided Check fr the Business Accunt frm which yu want payrll wages & taxes withdrawn Cpies f any licenses, accunt numbers, r ther setup infrmatin yu have previusly btained 5 f 6

6 ACH AUTHORIZATION FORM Client Name (Owner) Business Name n the Accunt Tday s Date Telephne Number (Best) ACCOUNT INFORMATION Bank Name: Bank Ruting/Transit Number: Bank Accunt Number: This Authrizatin is fr a: Recurring ACH COPY OF VOIDED CHECK CUSTOMER AUTHORIZATION TO ACH/DEBIT Client Authrizes Tax Gddess Business Services, PC t ACH/Debit any recurring Tax Gddess Business Services, PC charges n the abve listed accunt. Client Signature: Date: 6 f 6

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