K.B. Daniel & Company Terms & Conditions

FIXED FEE

Client agrees to pay fixed fees and charges for Enrolled Agent’s or Tax Consultant’s services under their contract. The fixed fee will be due as described on the first page of the client’s invoice, or in any of its attachments. Neither, Enrolled Agent, or Tax Consultant will have any obligation whatsoever to provide services to Client until fixed fee is paid as agreed, except as provided in the next paragraph. The fixed fee will be earned in full and no portion of it will be refunded once any substantial services have been performed. If fixed fee is not paid as agreed, Enrolled Agent or Tax consultant, at his option, may withhold services or terminate the contract. If services are withheld for non-payment, client agrees that Enrolled Agent or Tax Consultant will be held harmless from any adverse action, legal or otherwise, brought by anyone, including Client, on account of any matter that transpired during the period services are withheld due to non-payment.

DISCHARGE AND WITHDRAWAL

Client may discharge Enrolled Agent or Tax Consultant at any time with written notification mailed to Enrolled Agent or Tax Consultant at the address shown in the heading on the first page of the client’s invoice. Enrolled Agent or Tax Consultant may withdraw with Client’s consent, or for good cause, with written notification mailed to Client at Client’s address shown on the first page of client’s invoice, or as subsequently updated by Client. Written notification of discharge by Client or withdrawal by Enrolled Agent or Tax Consultant will be effective the sooner of the date of receipt by notified party, or fifteen (15) days after mailing of notification. Good cause includes Clients breach of this contract, Client’s refusal to cooperate with Enrolled Agent or Tax Consultant, Client’s refusal to provide requested information, Client’s failure to provide requested information. Client’s refusal to follow Enrolled Agent’s advice on a material matter, Client’s failure to pay fixed fee as mentioned above or any other act or circumstance that would render Enrolled Agent’s or Tax Consultant’s continuing involvement illegal, or unethical . If Enrolled Agent or Tax Consultant withdraws before completing the duties described in this contract, Client may be entitled to a refund of some, or all, of the fixed fee, depending on the facts and circumstances. If Enrolled Agent or Tax Consultant is discharged by Client before the sixtieth (60th) day that this contract has been in effect, Client will be entitled to a refund of any amount charged and paid as of the date of discharge for any substantial service which has not been performed. If enrolled Agent of Tax Consultant is discharged by Client after the sixtieth (60th) day that this contract has been effect, in no case, will any of the fixed fee be refundable, if Enrolled Agent or Tax Consultant has performed any of the substantial services. Unless a substantial service is specifically charged for in the case of multiple service; for refund purposes, the fixed fee is considered charged pro-rata for each substantial service.