Engagement Letter For Business Bookkeeping And Tax Prepartion Page 2

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ATS Tax & Financial Solutions, Inc.
1075 First Street, Suite 6
Benicia, CA 94510
Phone: (707) 745-1040 Fax: (707) 745-0281
Fill out company name and owner name and bring in, fax or email to:
Fee Policy:
Our fees for this bookkeeping service will be $65.00 per hour plus out of pocket expenses. Income Tax Returns will be
billed separately. A minimum deposit of $500.00 is due at the time of engagement. Ongoing bookkeeping services will be billed
on a monthly basis.
Any additional accounting services requested will be billed separately. This may include, but is not limited to, any
compliance services including handling license, cost reporting for state agencies, audit representation or filing renewals.
This engagement does not include business management. We will not review the payment of any invoices or bills. If an
amount appears unusual or out of the ordinary, we will call it to your attention, but we do not take any responsibility in the
discovery of any errors, irregularities, or fraud.
All invoices are due and payable upon presentation. Billings become delinquent if not paid within 15 days of the
invoice date. If billings are past due in excess of 45 days, we will stop all work until your account is brought current, or you
withdraw from the engagement.
The client acknowledges and agrees that we are not required to continue work in the event of failure to pay on a
timely basis for services rendered as required by this engagement letter. The client further acknowledges and agrees that in
the even we stop work or withdraw from this engagement as a result of the client’s failure to pay on a timely basis for services
rendered as required by this engagement letter, ATS Tax & Financial Solutions, Inc. shall not be liable for any damages that
occur as a result of ceasing to render services.
If a dispute arises among the parties hereto, the parties agree first to try in good faith to settle the dispute by
mediation administered by the American Arbitration Association under its Rules for Professional Accounting and Related
Services Disputes before resorting to litigation. All parties shall share the costs of any mediation proceeding equally.
The client and ATS Tax & Financial Solutions, Inc. both agree that any dispute over fees charged by us will be submitted
for resolution by arbitration in accordance with the Rules for Professional Accounting and Related Services Disputes of the
American Arbitration Association. Such arbitration shall be binding and final. In agreeing to arbitration, we both acknowledge
that, in the event of a dispute over fees CHARGED BY THE ACCOUNTANT, each of us is giving up the right to have the dispute
decided in a court of law before a judge or jury and instead we are accepting the use of arbitration for resolution.
If the foregoing is in accordance with your understanding, please sign the Engagement Letter in the space provided and
return it to ATS Tax & Financial Solutions, Inc.
Thank You for this opportunity to serve you…
Sincerely,
__________________________________
___________________________________
Sylvia J Barata, President
DATE
ATS Tax & Financial Solutions, Inc.
APPROVED:
__________________________________
___________________________________
OWNER/PRESIDENT OF COMPANY
NAME OF COMPANY
Fill out company name and owner name and bring in, fax or email to:

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