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FINANCIAL MANAGEMENT SERVICES
ACCOUNTING, PAYROLL, BOOKKEEPING AND TAX SERVICE
AGREEMENT FOR ACCOUNTING AND TAX SERVICE
I/we the undersigned assign our Accounting and Tax matters to Financial Management Services for a term of one (1) year from the date of this
agreement. For these services rendered to us, we agree to apply, in consideration thereof, $200.00 for the installation of the
Accounting System and $ per month, payable monthly, for the maintenance of the Accounting System. In return for
the above consideration, I/we shall receive the following services:
BOOKKEEPING
1. Cumulative Statement of Income and Expenses, Balance Sheets and Bank Reconciliation
FORM FILING TO ALL TAX AUTHORITIES
2. Business Personal Property Tax prepared (If applicable)
3. Sales Tax - Monthly or Quarterly prepared
4. Quarterly Payroll Taxes prepared - Form 941 and State
5. Federal Unemployment prepared - Form 940
6. Withholding Statement for Employees - W-2 Forms or 1099s when client provides data. Limit to 4.
UNLIMITED CONSULTATION
7. Unlimited discussion of the client's Accounting and Tax questions at our office or by phone.
8. Pick up and delivery of records monthly.
TAX PLANNING
9. Advise the subscriber of the new tax laws which affect his business.
10. Review prior years' tax returns.
TAX PREPARATION
11. Business Tax Return prepared - Schedule C
12. Self-Employment Tax - Social Security - prepared
13. Estimated Income Tax
14. Personal Tax Returns prepared (Additional Charge)
15. Corporate and Partnership Returns prepared (Additional Charge)
AUDIT REPRESENTATION
16. Additional Service: Representation before Taxing Authorities at the agent level. Additional fee to be charged
if audit is a result of client's delinquency or relating to an incident occurring prior to the date of this agreement.
FEES ARE AS FOLLOWS:
1. Installation Fee (To set up books and register business with State and
Federal Agencies and review prior years' tax returns) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ $200.00
2. Fee to bring back work up-to-date: From to ............$
3. First Month's Fee - Payable in Advance . . . . . . . . January 2006. . . . . . . . . . . . . . . . . . . . . . . . $ 50.00
TOTAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ $250.00
4. Paid at execution of agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
5. Balance Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
Any incident occurring prior to the date of this agreement is not covered by our service.
This agreement between the subscriber and FINANCIAL MANAGEMENT SERVICES shall be automatically renewed for an additional year from date of
agreement unless written notice of cancellation is given at least 30 days before the expiration of the year's service. Business
will be reviewed in order to establish any necessary adjustment in fee.
Client is responsible for submitting complete and accurate information to FINANCIAL MANAGEMENT SERVICES.
Business Name
FINANCIAL MANAGEMENT SERVICES Address
Business Phone
Owner's Approval
Represented by Date
WHITE - Main Office Copy CANARY - Branch Office Copy PINK- Client Copy
CES
SERVICE
one (1) year from the date of this
tem. In return for
this agreement.
enewed for an additional year from date of
Business Name
Business Phone
Owner's Approval
dcef191f-1a42-4617-8dee-412bb9df9700.xls
DETERMINING FEE TO CHARGE FOR PROFESSIONAL SERVICES.
Yearly Salary You supply the salary you desire to achieve.
Days Worked per Month You supply the days worked per month.
Days Worked per Year -
Desired Percent Profit % You supply the percent profit you want.
Monthly Yearly
Operation Overhead (You Supply)
Office Expenses
Rent $ -
Wages & Salaries $ -
Postage $ -
Telephone $ -
Utilities $ -
Supplies $ -
Other $ -
Subtotal $ - $ -
Support Services
Insurance $ -
Marketing $ -
Legal $ -
Advertising $ -
Accounting $ -
Other $ -
Subtotal $ - $ -
Additional Expenses
Automobile $ -
Entertainment $ -
Travel $ -
Vacation $ -
Miscellaneous $ -
Subtotal $ - $ -
TOTAL EXPENSES $ - $ -
Daily Overhead #DIV/0!
Daily Salary #DIV/0!
Daily Profit #VALUE! #VALUE!
Required Billing Rate Per Hour #DIV/0! #DIV/0!
dcef191f-1a42-4617-8dee-412bb9df9700.xls
DETERMINING FEE TO CHARGE FOR PROFESSIONAL SERVICES.
Yearly Salary You supply the salary you desire to achieve.
Tax Returns per Season
Days Per Tax Season
Desired Percent Profit You supply the percent profit you want.
Monthly Season
Operation Overhead (You Supply)
Office Expenses
Rent $ -
Wages & Salaries $ -
Postage $ -
Telephone $ -
Utilities $ -
Supplies $ -
Other $ -
Subtotal $ - $ -
Support Services
Insurance $ -
Marketing $ -
Legal $ -
Advertising $ -
Accounting $ -
Other $ -
Subtotal $ - $ -
Additional Expenses
Automobile $ -
Entertainment $ -
Travel $ -
Vacation $ -
Miscellaneous $ -
Subtotal $ - $ -
TOTAL EXPENSES $ - $ -
Overhead Per Tax Return #DIV/0!
Salary Per Tax Return #DIV/0!
Profit Per Tax Return #DIV/0!
Required Billing Rate Per Tax Return #DIV/0!
