Accounting Services Contract

  • I/we the undersigned assign the selected Accounting and/or Tax oversight to Katherine M. Johnson, CPA for a term of one (1) year from the date of this agreement. For these services rendered, we agree to the pricing outlined in Schedule A of this contract, payable monthly by automatic credit card draft. In return, I/we shall receive the following services:
  • • Business tax return preparation
    • Personal tax return preparation (if additional businesses or rentals are involved, there may be additional fees)
    • Efile/Direct Deposit
    • Bookkeeping
    • Bank Reconciliation
    • Financial Statement Preparation
    • Insurance and Workers Comp Audit assistance
    • Tax Planner Pro
    • Sales Tax reporting if required
    • Estimated tax calculations and coupons
    • Tax Return Vault
    • Secretary of State Annual Report Renewal
  • This agreement between the subscriber and Katherine M. Johnson, CPA shall be automatically renewed for an additional year from date of agreement unless written notice of cancellation is given at least 30 days before the expiration of the service. Business revenue will be reviewed every month in order to establish any necessary adjustment in fee per Schedule A. If revenue amounts change for 2 consecutive months (either up or down), the fee will be recalculated based on those changes. Any incident occurring prior to the date of this agreement is not covered by our service. Client is responsible for submitting complete and accurate information to Katherine M. Johnson, CPA.