Tier 1 Contract – Basic Tax Planning
TAX PLANNING SERVICE AGREEMENT
This Agreement is made between Fresh Start Global Enterprise, LLC d/b/a Fresh Start Financial Services ("Fresh Start") and:
1. Scope of Services
Under Tier 1, Client will receive the following services:
One 60-minute Tax Planning Strategy Call (booked after final payment)
Review of last two years of tax returns (personal and business, if applicable)
Evaluation of business structure and ownership type
Identification of basic legal deductions applicable to the client’s industry
Guidance on estimated tax payments and due dates
Summary report with key recommendations and action items
2. Payment Terms
Total Cost: $500
Deposit Due Upon Signing: $250 (non-refundable)
Remaining Balance Due: $250
This balance is due prior to booking the final strategy call.
The Client understands that no deliverables will be provided until the deposit is paid in full. Strategy calls will not be scheduled without full payment. The deposit will be applied toward the total cost.
3. Client Responsibilities
Client agrees to:
Complete the intake form fully and truthfully
Upload all necessary documents (prior tax returns, income reports, etc.)
Submit payment via the link provided at the bottom of the intake form
Communicate promptly and attend all scheduled sessions
4. Refund Policy
All payments, including the deposit, are non-refundable. Should the Client choose not to proceed after payment, no refunds will be issued for any portion of the fee.
5. Termination Clause
Either party may terminate this agreement in writing. However, work completed up to that point is still due and payable.
6. Acknowledgement
By signing below, the Client agrees to the terms outlined above.