Business Services Agreement

Todays Date
Company Name
First Name
Last Name
Phone Number
Fax Number
Website
Address, City, State, and Zip Code
Email Address:
Officer Name 1
Title
  • - select your title -
  • President
  • Vice President
  • Secretary
  • Treasurer
  • Managing Member
Personal Guarantee
Birthdate
Phone Number
Officer 1 Address, City, State, and Zip Code
Drivers License/ ID
Passport / ID
Email Address:
Ownership %
Date of Last Tax Return
  • - select a option -
  • 12/31/2010
  • 12/31/2011
  • 12/31/2012
  • 12/31/2013
  • 12/31/2014
  • 12/31/2015
  • 12/31/2016
Officer Name 2
Title
  • - select your title -
  • President
  • Vice President
  • Secretary
  • Treasurer
  • Managing Member
Personal Guarantee
Birthdate
Phone Number
Officer 2 Address, City, State, and Zip Code
Drivers License/ ID
Passport / ID
Email Address:
Ownership %
Date of Last Tax Return
  • - select a option -
  • 12/31/2010
  • 12/31/2011
  • 12/31/2012
  • 12/31/2013
  • 12/31/2014
  • 12/31/2015
  • 12/31/2016
Officer Name 3
Title
  • - select your title -
  • President
  • Vice President
  • Secretary
  • Treasurer
  • Managing Member
Personal Guarantee
Birthdate
Phone Number
Officer 3 Address, City, State, and Zip Code
Drivers License/ ID
Passport / ID
Email Address:
Ownership %
Date of Last Tax Return
  • - select a option -
  • 12/31/2010
  • 12/31/2011
  • 12/31/2012
  • 12/31/2013
  • 12/31/2014
  • 12/31/2016
Officer Name 4
Title
  • - select your title -
  • President
  • Vice President
  • Secretary
  • Treasurer
  • Managing Member
Personal Guarantee
Birthdate
Phone Number
Officer 3 Address, City, State, and Zip Code
Drivers License/ ID
Passport / ID
Email Address:
Ownership %
Date of Last Tax Return
  • - select a option -
  • 12/31/2010
  • 12/31/2011
  • 12/31/2012
  • 12/31/2013
  • 12/31/2014
  • 12/31/2015
  • 12/31/2016
Business Type
  • - select a option -
  • Sole Proprietorship
  • Partnership
  • Corporation
  • Limited Liability Company
  • Limited Liability Partnership
  • Marijuana Related
  • "S" Corporation
  • Non Profit
  • Other
State I.D.#
Federal I.D.#
Payroll I.D.#
Sales Tax I.D.#
Marijuana I.D.#
I understand that my financials (maintained by NestEggg), will not be 100% accurate unless I communicate back with my account Manager after each months reconciliation. I also agree that no credits will be issued at year end prior to tax preparation for changes to my accounting as a result of my failure to communicate as agreed here, monthly.
I understand that by listing my Bank and Credit Card companies below, that NestEggg will use this access to handle my accounting and bookkeeping through, Direct bank access, QuickBooks Syncing along with the ability to pull bank statements and move money (transfer) per my request, between my accounts. When I come in to sign the original document, I understand that I will log into my bank with a NestEggg employee and will create another user ID.
Signature Stamp to be ordered if Accounts Payable is an elected service for "ALL" Accounts I utilize.
Bank Name
Type of Account
  • - select a option -
  • Checking
  • Savings
  • Money Market
  • CD
  • Credit Card

Accounting / Bookkeeping Services

General Accounting
Reconciliation Schedule
  • - select a option -
  • Daily
  • Weekly
  • Monthly
  • 2x Weekly
  • 3x Weekly
Payroll Schedule
  • - select a option -
  • Weekly
  • Bi Weekly
  • Monthly
I understand NestEggg's rates and realize they may be higher depending on my business and my communications. I agree that I am looking for a firm to do more than just "bookkeeping" and to assist me and my business with "transparency and government compliance". I will work with NestEggg to determine and maintain a schedule and tasks to help keep me and my business within my budget. I agree to provide NestEggg and its affiliates with my Credit/ or Debit Card for my invoices that are paid after services are provided and within 10 days from the end of the prior month. I agree with the rates that have been discussed: $95.00- $105.00 an hour for Accounting, Bookkeeping, Payroll, Accounts Receivables & Accounts Payables. Government related tasks (payroll, sales tax, and any other government related "NON" Income Tax filings). I agree that NestEggg and its affiliates will work simultaneously with me, my employees and vendors to ensure an easy "push-to-tax" at year end. I agree that NestEggg will charge an agreed upon "working retainer" as necessary and will be billed through our automated billing system as per our business agreement. I agree to review my financials frequently and monthly will provide an approval of data after receipt of my "Monthly financials". By checking the Personal Guarantee “Yes” box I am agreeing to personally guarantee payment for services.
Notes
Merchant Services
Other
Notes

Tax Services: Payroll, Sales & Excise, Cannabis

Tax Preparation
Other
Tax Schedule
  • - select a option -
  • 2014-17
  • 2013-16
  • 2012-16
  • 2011-16
  • 2010-16
  • 2009-16
  • 2008-16
  • 2007-16
  • 2006-16
  • 2005-16
Payroll Tax Schedule
  • - select a option -
  • Weekly
  • Monthly
  • Quarterly
  • Annually
Sales Tax Schedule
  • - select a option -
  • Weekly
  • Monthly
  • Quarterly
  • Annually
  • Pre-payment
Cannabis Tax Schedule
  • - select a option -
  • Weekly
  • Monthly
  • Quarterly
  • Annually
  • Pre-Payment
Excise Tax Schedule
  • - select a option -
  • Weekly
  • Monthly
  • Quarterly
  • Annually
  • Weekly
  • Pre-Payment
Income Tax Authorization
  • - select a option -
  • I agree to release
  • I disagree to release
  • Release to another firm
  • Release to Agency
PEACE OF MIND Once your new systems are in place and we have the "Eggg Rolling", you will see a practicable and integrated system that will allow you full control of your finances and daily operations. Your new systems will allow you "streaming and up to date" complete financial overviews, with reports a mouse click away. Your system is being created specifically for you and your business needs, our goal is to grow with you and help you better understand your finances. We look forward to a long and successful working relationship with you and your company. In the event you decide that our services are no longer necessary or you want to maintain the bookkeeping in house, feel comfortable in knowing that you can. Systems will be in place to allow you to take over at any time with ease. We can continue as a consultant when needed, simply by inviting us back to work on your books. Your online subscription can be transferred from The NestEggg Group, Inc. to you by way of a "Master Administrator Reset" at any time, as long as all bills are up-to-date and no monies are owed to NestEggg. SOFTWARE COSTS, PROFESSIONAL FEES & RETAINER Monthly bookkeeping, retainer(s) and software costs (online version only) are billed due upon receipt OR net 30 from the date of the invoice (This means your billing card on file will be charged or debited from whatever account NestEggg or our affiliates have on file within 45 days of your invoice date, USUALLY ON BY THE 5TH THE MONTH), all but the "working retainer, it will be billed in advance, if applicable. We begin your bill on the 1st of each month and revise it each day we work on your account through the last day of the calendar month. NestEggg will send all invoices to the email address provided at the time this form is filled out and automatically debited against the debit or card on file or swept from an account that we have signing authority on. If for any reason your payment is not received within the 45 days from the invoice date, we reserve the right to assess finance charges against any unpaid bills and all discounts extended will be reversed and services suspended. If this occurs twice, we will "most likely discontinue ALL services immediately". You understand and accept this and accept responsibility that if this does occur, you accept that NestEggg and or its affiliates will not be held accountable for anything related to your business or personal accounting, bookkeeping, payroll or Tax related issues. If at any time after this form is submitted your billing information changes, it is your responsibility to update the card we have on file so that your account remains current. If at any time we terminate our relationship, as outline above, the ownership of the software will be transferred to you and continued to be billed to the credit card you give to us for billing. Our rates are simple, $95.00- $105.00 an hour for Accounting, Bookkeeping, Payroll, Accounts Receivables & Accounts Payable. Government related tasks (payroll, sales tax, and any other government related "NON" Income Tax filings). NestEggg, works simultaneously with you, your employees, vendors and our tax affiliate EgggsAct Tax Inc. to ensure that our services are several steps above that of our competition. Don't underestimate the value of skilled, diligent bookkeeper/accountant. It's difficult to gauge the amount of time spent per client, as each client’s needs are different, but an open line of communication is priceless. Without prompt replies, answers are found by searching, online, the phone, via email or within historical data and this task can be costly. Income Tax Preparation: Personal $125-225.00 per hour; Business Tax Preparation $185.00-285.00 per hour; Tax Research $225.00 per hour. All direct subscriptions or additional operating costs (reimbursements) made by NestEggg for your business will be due upon receipt. We bill by the hour and don’t round up, so if we work for only 31.23 minutes, you will be billed for that! NOTE: Our Billing starts on the 1st of each month and is updated weekly, at the end of the month (our billing period) your bill is sent to your pre-determined account manager to be checked for accuracy. Once compared to the billing entries and all applicable notes the bill is signed off on and forward to you for payment per our business agreement. Business agreements are streamlined so that if a debit/credit card is on file your account will be charged within 5 days of the invoice being populated. Please note in some cases you may receive our invoice with an amount due, but could have already been charged to the card on file or transferred from any applicable account. ALL WORKING RETAINERS WILL BE BILLED PRIOR TO THE BILLIING MONTH AS OUTLINED PRIOR TO OUR SERVICES COMMENCING. AUTHORIZATION: By submitting this AGREEMENT, you authorize The NestEggg Group, Inc. to act on your behalf where applicable and to make inquiries into any banking, business/trade, government agency and access to any financial institutions that we are given authorization for, authorization to charge the credit card below as outlined in the proposal. If at any time your account is charged as a result of a past due balance any/all discounts extended to you as a professional courtesy will be reversed along with any appropriate finance charges in accordance with your state laws pertaining to accounts in default. Any/all fees deemed necessary by The NestEggg Group, Inc. to collect on a debt will be the client's responsibility. In addition, I OK the release of ANY/ALL DATA & ACCESS to my financial records to EgggsAct Tax, Inc. or NestEggg Investment Advisors, Inc. if preparing taxes, audits, or any planning services on behalf of my company and person. I UNDERSTAND AND AGREE THAT I WILL NOT HOLD THE NESTEGGG GROUP OR ANY OF ITS AFFILAITES RESPONSIBLE FOR ANY MISREPRESENTATION OF MY BUSINESS FOR FAILURE TO EXTEND PERTITANT INFORMATION TO ANY ASSOCIATE OF NESTEGGG/EGGGNEST/EGGGSACT TAX FOR MY ACCOUNTING, BOOKKEEPING, PAYROLL, INSURANCE OR TAX NEEDS; IF THERE IS AN ERROR, I AGGREE TO MEDIATION BEFORE ANY LEGAL ISSUES AND IF LEGAL ISSUES ARE NECESSARY, I AGGREE THAT NESTEGGG/EGGGNEST OR EGGGSACTTAX AND/OR ITS EMPLOYEES, VENDORS OR OWNERS/OFFICERS ARE NOT PERSONALLY RESPONSIBLE FOR ANY FEES OR COSTS, DIRECTY OR INDIRECT.
I agree to retainer terms & the billing terms/conditions for services listed above and understand my credit card/account will be billed at this time, as NestEggg bills in a rears for "most" services. Any unused payments will be rolled over to the next month, unless a request in writing is received to refund.
Billing Address, City, State, and Zip Code
Card Holder Signature
Comments
Upload Your Company Logo Here - to be used on www.nesteggg.com
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Upload Last Year Business Tax Return(s) here
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Upload Last Year Personal Tax Return(s) here; if we will be processing through our "Affiliate" EgggsAct Tax, Inc.
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Upload Drivers License or government issued I.D. here
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Upload Front Credit/Debit card here
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Upload Back Credit/Debit card here
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CVV from back of Card, (American Express 4 digits on front of card above account number)
Upload State issued Articles of Organization or Incorporation
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Upload State issued Initial Meeting Minutes
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Upload IRS EIN Acceptance Letter (Form SS4)
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Upload Completed Form 2553, Request to be considered as an "S" Election
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Upload IRS "S" Election Acceptance Letter (If Applicable)
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Upload itemized list of any applicable personal purchases made on behalf of my company above
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Upload itemized list of any receivables, reimbursements or income received and not credit to the business bank account
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Misc. Document
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Misc. Document
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