Tier 3 Contract – Full-Day Strategy Session
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
Tier 3 is designed for advanced business owners and high-income professionals. This 2 Hour Strategy Planning Package includes:
Full review of personal and business financials and tax filings (last 2 years)
Deep dive into entity structure (S-Corp, Partnership, LLC, C-Corp)
Customized multi-entity tax strategy (if applicable)
Retirement and exit planning considerations
Wealth-building tax strategies
QBI deduction analysis and income shifting
IRS audit risk review
High-income deduction strategies (real estate, depreciation, advanced credits)
Tax Planning Blueprint PDF
2 Hour Strategy Session (virtual)
2. Payment Terms
Total Cost: $2,000
Deposit Due Upon Signing: $1,000 (non-refundable)
Remaining Balance Due: $1,000
Balance must be paid before the Strategy Day is scheduled.
No services will begin without the deposit. Deliverables will be released only upon full payment.
3. Client Responsibilities
Client agrees to:
Complete the full intake form
Upload all relevant documents including detailed financials and tax history
Participate actively in pre-session prep as directed
Use the payment link provided on the intake form to secure deposit and balance
4. Refund Policy
All payments are non-refundable, even if the Client chooses not to proceed after booking or payment.
5. Termination Clause
Either party may terminate this agreement in writing. Fresh Start retains the right to charge for any completed services up to termination.
6. Acknowledgement
By signing below, the Client agrees to the terms outlined above.