General agreement to advise client on accounting tax matters and record keeping form
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General Consultant Agreement to Advise Client on Accounting, Tax Matters, and Record
KeepingAgreement made on the _______________________ (date), between
____________________________ (Name of Client) of _______________________________
_____________________________________ (street address, city, county, state, zip code),
a corporation organized and existing under the laws of the state of __________________, with
its principal office located at _____________________________________________________
_______________________ (street address, city, county, state, zip code), referred to herein
as Client, and _____________________________________ (Name of Accounting Firm), a
profession limited liability company organized and existing under the laws of the state of
___________________, with its principal office located at ______________________________
_____________________________________________ (street address, city, county, state,
zip code), referred to herein as Accountant.
1.Parties to This Agreement.
The Client, in order to properly conduct its business, employs the Accountant. The
Accountant is duly licensed by the laws of this state and engaged in the business of providing
independent accounting services and assistance to clients.2. Services to be Provided. During the length of this Agreement, the Accountant shall serve the Client and perform
any and all services in accounting and tax matters as the Client requires in connection with the
Client's business including the preparation of accounting statements, tax reports and returns,
consultations regarding Client's accounting systems and the validity of financial reports, and
recalculations and review of material assumptions for financial projections and prospectuses for
a specific use. The Accountant will also provide supervisory and advisory services to the Client
when requested.3. Payments to Accountant. The Client agrees to pay the Accountant for services at the following rates: (Set forth
rate of compensation) _________________________________________________________
____________________________________________________________________________. 4. When Payments Are Due. The Accountant shall bill the Client on a regular basis for services rendered which bills
will be due and payable upon receipt.5. Term of Agreement. This Agreement shall become effective __________________________ (date) and shall
continue in effect until __________________________ (date) or until terminated in accordance
with this Agreement.
6. Termination of this Agreement. This Agreement may be terminated by either party on fifteen (15) days notice to the
other party. All such notices shall be by certified mail or delivered personally.7.Independent Contractors. Both the Accountant and the Client agree that the relationship created by this Agreement is that
of independent contractor and not that of employee and employer. The Accountant is
responsible for the payment of any taxes, including without limitation, all Federal, State and
local personal and business income taxes, sales and use taxes, other business taxes and
license fees arising out of the activities of the Accountant.13. No Waiver. The failure of either party to this Agreement to insist upon the performance of any of the
terms and conditions of this Agreement, or the waiver of any breach of any of the terms and
conditions of this Agreement, shall not be construed as subsequently waiving any such terms
and conditions, but the same shall continue and remain in full force and effect as if no such
forbearance or waiver had occurred. 14. Governing Law. This Agreement shall be governed by, construed, and enforced in accordance with the
laws of the State of _______________________. 15. Notices. Any notice provided for or concerning this Agreement shall be in writing and shall be
deemed sufficiently given when sent by certified or registered mail if sent to the respective
address of each party as set forth at the beginning of this Agreement.
16. Mandatory Arbitration.
Any dispute under this Agreement shall be required to be resolved by binding arbitration
of the parties hereto. If the parties cannot agree on an arbitrator, each party shall select one
arbitrator and both arbitrators shall then select a third. The third arbitrator so selected shall
arbitrate said dispute. The arbitration shall be governed by the rules of the American Arbitration
Association then in force and effect.
17. Entire Agreement.
This Agreement shall constitute the entire agreement between the parties and any prior
understanding or representation of any kind preceding the date of this Agreement shall not be
binding upon either party except to the extent incorporated in this Agreement. 18. Modification of Agreement. Any modification of this Agreement or additional obligation assumed by either party in
connection with this Agreement shall be binding only if placed in writing and signed by each
party or an authorized representative of each party. 19. Assignment of Rights. The rights of each party under this Agreement are personal to that party and may not be
assigned or transferred to any other person, firm, corporation, or other entity without the prior,
express, and written consent of the other party.
WITNESS our signatures as of the day and date first above stated.___________________________ ____________________________(Name of Accountant) (Name of Client) By: _________________________ By: ___________________________ ____________________________ ______________________________(Printed name & Office in PLLC) (Printed name & Office in Corporation) ____________________________ ______________________________(Signature of Officer) (Signature of Officer)
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