TaxSeasons

Business Formation Engagement


 

3212 N Jupiter Rd, Ste 109

Garland, TX 75044

Phone: (972) 998-8287

Email: taxseasons@gmail.com

 

Lan H. Buttery , CPA                                                                                

 

Business Formation – Engagement Letter

Re:      Engagement Letter Re: Business Formation Services-Formation With License Filing

 

Dear [esiggravity formid="1" field_id="34" display="value" ] ,

 

This engagement letter describes the services (“Services”) that TaxSeasons (the “Firm”) will provide to [esiggravity formid="1" field_id="34" display="value" ]  (the “Client”) in forming the Client’s business and drafting formation agreements, if necessary.

 

This letter details the general terms of the engagement of the Firm’s legal services.  Accordingly, the Firm submits for the Client’s approval the following provisions governing the engagement.

 

SCOPE AND SERVICES: After obtaining a signed Engagement Letter and the Fee Payment from the Client the Firm’s work shall include the following:

  1. The Firm will prepare and file documents necessary to form the Client’s business, including: state formation documents; the federal employer identification for [esiggravity formid="1" field_id="3" display="value" ] , the state assumed name and the county assumed name if applicable.
  2. The Firm will provide the Client with thirty minutes free for an initial consultation to answer questions and concerns of the Client regarding the formation of the Client’s business.
  3. In order to render these services effectively, the Client has agreed to disclose fully and accurately all facts and has agreed to keep the Firm appraised of all developments relating to this The Client has agreed to cooperate fully with Firm, to assist the Firm as much the Firm believes is necessary, and to be available to attend meetings, and to answer any questions that the Firm has related to forming the Client’s business.
  4. The Firm does not promise any results to the The Firm seeks to meet its obligations to the Client by using the legal expertise of its Partner to prepare, file, and provide to the Client all necessary business formation and licensing documents.

FEES: Fixed, one-time fee of six hundred (“$600.00”) for one business formation with federal tax identification number.  If the Client seeks to have additional work performed by the Firm, outside of the scope of this Agreement, the Firm’s billable hour rate for Principals is three hundred dollars ($300.00) per hour.  The Client agrees that the Firm may use others who may assist in this representation.  The Firm’s current hourly rates range from $300.00 - $250.00, and $150.00 for paralegals / law clerks.

EXPENSES:  Client agrees to pay all expenses related to the agreed upon services.  The expenses for the services are not covered under the one-time flat fee of $600.00. Such costs and expenses may include, but are not limited to, investigators, witnesses, consultants, court reporters, photocopying, delivery and messenger services, computerized research, travel (including mileage, parking, and ground transportation), long-distance telephone calls, facsimiles, word processing. The filing fees which paid to the state and county are included.

TERMINATION: Either party may terminate this contract at any time by notifying the other party in writing. In the event the Firm’s representation is terminated by either party, the Client agrees that the Client will be responsible for any and all charges incurred in connection with the Firm’s representation of the Client up to the date of said termination, including any costs necessary to properly transfer the Client’s files and information to a new attorney or representative. If the Firm elects to withdraw, the Client will take all steps necessary to free the Firm of any obligation to perform future services, including the execution of any documents necessary to complete the Firm’s withdrawal.

ENTIRE AGREEMENT: This agreement contains the entire agreement between the parties hereto pertaining to the rendition of the aforementioned services by the Firm to Client. Any prior understanding or representations of any kind preceding the date of this agreement shall not be binding on either party to this agreement. This agreement may be altered or amended only by an instrument in writing signed by the parties hereto. The Firm explicitly reserves the right to terminate the relationship with Client if Client misrepresents or fails to disclose material facts, fails to meet deadlines, fails to pay fees and expenses or for conduct making it unreasonably difficult or unethical to represent Client or for any other just cause.

CLOSING PROVISION: If the Client agrees with the Scope of the Services and the engagement arrangement, please acknowledge this by signing the enclosed copy of this letter and return it to the Firm’s attention. Should you have any questions regarding the foregoing or any other matter, please feel free to contact the Firm.

Very truly yours,

TaxSeasons

By: Lan H. Buttery

 

By signing my name below, I certify that I have read the above information. Any questions concerning these policies have been discussed. My signature also certifies my understanding of and agreement with the above policies.

 

 

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Signature Certificate
Document name: Business Formation Engagement
lock iconUnique Document ID: 5415622d896adca0ed39faebad1d8f499849de2e
Timestamp Audit
March 19, 2019 12:36 pm CSTBusiness Formation Engagement Uploaded by Lan Buttery - taxseasons@gmail.com IP 72.128.157.242
March 21, 2019 2:41 pm CSTLan Buttery - lan@taxseasons.com added by Lan Buttery - taxseasons@gmail.com as a CC'd Recipient Ip: 72.128.157.242