TAX PLANNING SERVICE AGREEMENT

Under this Retainer Agreement, Client will receive year-round tax strategy and planning support, including:

• Quarterly Tax Strategy Sessions (1 per quarter, up to 60 minutes each)

• Ongoing Monitoring of tax law changes, deduction opportunities, and compliance risks

• Review of business entity structure and recommendations (once annually)

• Quarterly Estimated Tax Payment calculations and reminders

• Unlimited Q&A Access via Email (responses within 48 business hours)

• Annual Tax Return Review (1 personal + 1 business return)

• Strategic check-ins as needed for new income streams, life changes, or audits

This agreement ensures continuous tax strategy implementation, with real-time advisory access throughout the year.

• Monthly Fee: $_________ (customized per client)

• Initial Deposit: 50% of the first month’s fee (non-refundable), due upon signing

• Balance Due: Remaining 50% due before the first strategy session is scheduled

• Monthly billing begins the first full calendar month after the initial setup

Payments are collected automatically on the 1st of each month via the card on file or payment method selected during onboarding.

• Client agrees to:

  • Complete the Tax Planning Intake Form and submit all required documents

  • Participate in scheduled calls and check-ins

  • Notify Fresh Start of any material changes in income, business activity, ownership, or tax-related matters

  • Utilize the designated Q&A access method for ongoing communication

• All payments are non-refundable, including the initial deposit.

• Clients may cancel this agreement at any time with 30 days’ written notice to [email protected] .

• If Client cancels mid-month, services will continue until the end of that billing cycle.

Fresh Start reserves the right to cancel the agreement for non-compliance, missed payments, or unresponsiveness by the client.

This Agreement is active for a 12-month period, automatically renewing unless canceled in writing by either party. Retainer rate may be subject to change upon renewal with 30-day advance notice.

Fresh Start does not provide legal advice or represent clients before the IRS unless otherwise specified. Strategies are based on information provided by the Client and are not guaranteed to yield specific financial outcomes.

By signing below, the Client agrees to the terms outlined above.