• General: You agree to provide accurate, complete, and timely information and documentation necessary for the services requested.

• Tax and Payroll Services: Maintain accurate records and ensure the timely provision of payroll data and employee details.

• Bookkeeping Services: Provide access to relevant financial records, bank statements, and other documentation.

• Business Formation Services: Ensure all required documentation and information are accurate and submitted on time.

• Notary Services: Present valid identification and ensure documents meet legal requirements before signing.

• Service Fees: Fees for services will be disclosed in advance and vary based on the type and complexity of services requested.

• Setup Fees: A setup fee is required for bookkeeping and payroll services. This fee covers the initial configuration of systems, data entry, and alignment of accounts. The setup fee must be paid in full before services commence.

• Monthly Payments: Payment for bookkeeping and payroll services is due monthly on the agreed-upon date. Invoices will be sent in advance of the payment due date.

• Upfront Payment for Tax Preparation: If the Client has a balance due to a government entity (e.g., IRS or state tax authority), payment for tax preparation services is due upfront, prior to the submission of any documents to the government entity.

• Responsibility for Tax Preparation Fees: If the Client's tax refund is offset by a government entity (e.g., to cover back taxes, child support, or other debts), the Client remains fully responsible for paying the tax preparation fees.

• Bank Product Fees: If the Client opts to pay tax preparation fees from their refund using a bank product, additional fees charged by the bank will apply. These fees are separate from our tax preparation service fees and will be disclosed by the bank prior to the service being initiated.

• Late Payments: Late payments may result in service suspension and incur additional late fees.

• We respect your privacy and are committed to protecting your personal and business information.

• Information provided to us will be used solely for the purpose of delivering requested services and as required by law.

• Please refer to our [Privacy Policy] for further details.

• We are not responsible for errors, penalties, interest, or other consequences resulting from incorrect or incomplete information provided by you.

• For payroll and bookkeeping services, we are not liable for issues arising from late or inaccurate submission of information by the Client.

• Our liability is limited to the fees paid for the specific service provided.

• Amendments to tax returns, payroll filings, or other documents may require additional fees.

• Any errors or omissions resulting from incomplete or inaccurate information provided by you will be corrected at your cost.

• Notary services do not include legal advice or assistance. The Client is responsible for ensuring the legality and accuracy of documents presented.

• Either party may terminate services at any time with written notice.

• Termination does not absolve you of your obligation to pay for services rendered, including outstanding setup fees, monthly charges, or other agreed-upon fees.

• These terms and conditions are governed by the laws of Illinois, and any disputes will be resolved under the jurisdiction of Illinois in the county of Cook.

• By engaging our services, you acknowledge that you have read, understood, and agree to these terms and conditions.

If you have any questions or concerns about these terms and conditions, please contact us at:

​

Pendleton Quick Tax Services LLC

9445 Indianapolis Blvd #1167

Highland, IN 46322

708-300-9991

info@pendletontaxservices.com

www.pendletontaxservices.com