Tier 2 Contract – Comprehensive 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 2, Client will receive a Comprehensive Tax Planning Package, including:
Review of the last two years of personal and business tax returns
Business entity structure evaluation and optimization suggestions
Customized tax-saving strategies tailored to client’s industry
Quarterly estimated tax projections
Guidance on legal deductions, credits, and retirement planning options
Income shifting, owner compensation, and benefit strategies
Basic tax plan for children and spouse involvement (if applicable)
Summary Tax Planning Report (PDF)
One 75-minute Strategy Call (scheduled after full payment)
2. Payment Terms
Total Cost: $1,200
Deposit Due Upon Signing: $600 (non-refundable)
Remaining Balance Due: $600
Balance must be paid before the strategy session is booked.
The deposit will be applied to the total cost. Strategy sessions and deliverables are not scheduled or delivered without full payment.
3. Client Responsibilities
Client agrees to:
Submit the completed Tax Planning Intake Form
Upload all necessary financials, business documents, and tax returns
Cooperate with timelines and respond to communication in a timely manner
Use the payment link provided at the bottom of the intake form
4. Refund Policy
All payments, including deposits, are non-refundable. No refunds will be issued if the client chooses not to complete the engagement.
5. Termination Clause
Either party may terminate this agreement in writing. Fresh Start retains the right to invoice for any work completed up to the termination date.
6. Acknowledgement
By signing below, the Client agrees to the terms outlined above.