Business Services Agreement We want to get to know all about you and your unique requirements. Today's DateField is required!Field is required!Company NameField is required!Field is required!First NameField is required!Field is required!Last NameField is required!Field is required!Phone NumberField is required!Field is required!Fax NumberField is required!Field is required!WebsiteField is required!Field is required!Address, City, State, and Zip CodeField is required!Field is required!Email Address:Field is required!Field is required!Officer Name 1Field is required!Field is required!Title- select your title -PresidentVice PresidentSecretaryTreasurerManaging MemberField is required!Field is required!Personal GuaranteeYesNoField is required!Field is required!BirthdateField is required!Field is required!Phone NumberField is required!Field is required!Officer 1 Address, City, State, and Zip CodeField is required!Field is required!Drivers License/ IDField is required!Field is required!Passport / IDField is required!Field is required!Email Address:Field is required!Field is required!Ownership %Field is required!Field is required!Date of Last Tax Return- select a option -2017201820192020Field is required!Field is required!Officer Name 2Field is required!Field is required!Title- select your title -PresidentVice PresidentSecretaryTreasurerManaging MemberField is required!Field is required!Personal GuaranteeYesNoField is required!Field is required!BirthdateField is required!Field is required!Phone NumberField is required!Field is required!Officer 2 Address, City, State, and Zip CodeField is required!Field is required!Drivers License/ IDField is required!Field is required!Passport / IDField is required!Field is required!Email Address:Field is required!Field is required!Ownership %Field is required!Field is required!Date of Last Tax Return- select a option -2017201820192020Field is required!Field is required!Officer Name 3Field is required!Field is required!Title- select your title -PresidentVice PresidentSecretaryTreasurerManaging MemberField is required!Field is required!Personal GuaranteeYesNoField is required!Field is required!BirthdateField is required!Field is required!Phone NumberField is required!Field is required!Officer 3 Address, City, State, and Zip CodeField is required!Field is required!Drivers License/ IDField is required!Field is required!Passport / IDField is required!Field is required!Email Address:Field is required!Field is required!Ownership %Field is required!Field is required!Date of Last Tax Return- select a option -2017201820192020Field is required!Field is required!Officer Name 4Field is required!Field is required!Title- select your title -PresidentVice PresidentSecretaryTreasurerManaging MemberField is required!Field is required!Personal GuaranteeYesNoField is required!Field is required!BirthdateField is required!Field is required!Phone NumberField is required!Field is required!Officer 3 Address, City, State, and Zip CodeField is required!Field is required!Drivers License/ IDField is required!Field is required!Passport / IDField is required!Field is required!Email Address:Field is required!Field is required!Ownership %Field is required!Field is required!Date of Last Tax Return- select a option -2017201820192020Field is required!Field is required!Business Type- select a option -Sole ProprietorshipPartnershipCorporationLimited Liability CompanyLimited Liability PartnershipMarijuana Related"S" CorporationNon ProfitOtherField is required!Field is required!State I.D.#Field is required!Field is required!Federal I.D.#Field is required!Field is required!Payroll I.D.#Field is required!Field is required!Sales Tax I.D.#Field is required!Field is required!Marijuana I.D.#Field is required!Field is required!I understand that my financials (maintained by NestEggg) will not be 100% accurate unless I communicate back with my account Manager after each month’s reconciliation. I also agree that no credits will be issued at year end prior to tax preparation for changes to my accounting as a result of my failure to communicate monthly as agreed here. YesField is required!Field is required!I understand that by listing my Bank and Credit Card companies below that NestEggg will use this access to handle my accounting and bookkeeping through, Direct bank access, QuickBooks Syncing, along with the ability to pull bank statements and move money (transfer) per my request, between my accounts. When I come in to sign the original document, I understand that I will log into my bank with a NestEggg employee and will create another user ID. YesField is required!Field is required!Signature Stamp to be ordered if Accounts Payable is an elected service for "ALL" Accounts I utilize.YesNoField is required!Field is required!Bank NameField is required!Field is required!Type of Account- select a option -CheckingSavingsMoney MarketCDCredit CardField is required!Field is required!Accounting / Bookkeeping ServicesGeneral AccountingReconciliationClient ServicesVendor ServicesPayroll ServicesFinancial ReportsBudgetAccounts Payable Accounts ReceivableField is required!Field is required!Reconciliation Schedule- select a option -DailyWeeklyMonthly2x Weekly3x WeeklyField is required!Field is required!Payroll Schedule- select a option -WeeklyBi WeeklyMonthlyField is required!Field is required!I understand NestEggg's rates and realize they may be higher depending on my business and my communications. I agree that I am looking for a firm to do more than just "bookkeeping" and to assist me and my business with "transparency and government compliance". I will work with NestEggg to determine and maintain a schedule and tasks to help keep me and my business within my budget. I agree to provide NestEggg and its affiliates with my Credit or Debit Card for my invoices that are paid after services are provided and within 10 days from the end of the prior month. I agree with the rates that have been discussed: $95.00- $105.00 an hour for Accounting, Bookkeeping, Payroll, Accounts Receivables & Accounts Payables, Government related tasks (payroll, sales tax, and any other government related "NON" Income Tax filings). I agree that NestEggg and its affiliates will work simultaneously with me, my employees, and vendors to ensure an easy "push-to-tax" at year end. I agree that NestEggg will charge an agreed upon "working retainer" as necessary that will be billed through our automated billing system as per our business agreement. I agree to review my financials frequently and will provide monthly an approval of data after receipt of my "Monthly financials". By checking the Personal Guarantee box “Yes” I am agreeing to personally guarantee payment for services.NotesField is required!Field is required!Merchant ServicesOnline ProcessingTerminal ProcessingPOS ProcessingField is required!Field is required!OtherField is required!Field is required!NotesField is required!Field is required!Tax Services: Payroll, Sales & Excise, CannabisTax PreparationPersonalBusinessPayroll TaxSales TaxCannabis TaxExcise TaxField is required!Field is required!OtherField is required!Field is required!Tax Schedule- select a option -WeeklyBi weeklyMonthlyQuarterlySemi annuallyAnnuallyField is required!Field is required!Payroll Tax Schedule- select a option -WeeklyMonthlyQuarterlyAnnuallyField is required!Field is required!Sales Tax Schedule- select a option -WeeklyMonthlyQuarterlyAnnuallyPre-paymentField is required!Field is required!Cannabis Tax Schedule- select a option -WeeklyMonthlyQuarterlyAnnuallyPre-PaymentField is required!Field is required!Excise Tax Schedule- select a option -WeeklyMonthlyQuarterlyAnnuallyPre-PaymentField is required!Field is required!Income Tax Authorization- select a option -I agree to releaseI disagree to releaseRelease to another firmRelease to AgencyField is required!Field is required!PEACE OF MIND Once your new systems are in place and we have the "Eggg Rolling", you will see a practicable and integrated system that will allow you full control of your finances and daily operations. Your new systems will allow you "streaming and up to date" complete financial overviews, with reports a mouse click away. Your system is being created specifically for you and your business needs, our goal is to grow with you and help you better understand your finances. We look forward to a long and successful working relationship with you and your company. In the event you decide that our services are no longer necessary or you want to maintain the bookkeeping in house, feel comfortable in knowing that you can. Systems will be in place to allow you to take over at any time with ease. We can continue as a consultant when needed, you simply invite us back to work on your books. Your online subscription can be transferred from The Nesteggg Group to you by way of a "Master Administrator Reset" at any time, as long as all bills are up-to-date and no monies are owed to NestEggg. Software costs, professional fees, and monthly bookkeeping retainer(s) are billed Due Upon Receipt or Net 30 from the date of the invoice. This means your method of payment on file will be charged or debited within 45 days of the invoice date, usually on or by the 5th of the month. Except for working retainers which are billed in advance where applicable. We begin your invoice on the 1st of each month and revise it each day we work on your account through the last day of the calendar month. NestEggg will send all invoices to the email address provided at the time this form is filled out and automatically debit against the card on file or swept from an account that we have signing authority on. If for any reason your payment is not received within the 45 days from the invoice date, we reserve the right to assess finance charges against any unpaid bills and all discounts extended will be reversed and services suspended. If this occurs twice, we will "most likely discontinue ALL services immediately". You understand and accept responsibility if this does occur, and acknowledge that NestEggg and/or its affiliates will not be held accountable for anything related to your business or personal accounting, bookkeeping, payroll, or Tax related issues. If, at any time after this form is submitted, your billing information changes, it is your responsibility to update the card we have on file so that your account remains current. If it becomes necessary that we terminate our relationship, as outlined above, the ownership of the software will be transferred to you and will continue to be billed to the credit card you give to us for billing. Our rates are simple, $95.00- $105.00 an hour for Accounting, Bookkeeping, Payroll, Accounts Receivables & Accounts Payable. Government related tasks (payroll, sales tax, and any other government related "NON" Income Tax filings). NestEggg, works simultaneously with you, your employees, vendors, and our tax affiliate EgggsAct Tax, Inc. to ensure that our services are several steps above that of our competition. Don't underestimate the value of a skilled, diligent bookkeeper/accountant. It's difficult to gauge the amount of time spent per client, as each client’s needs are different, but an open line of communication is priceless. Without prompt replies, answers are found by searching, online, the phone, via email or within historical data and this task can be costly. Income Tax Preparation: Personal $125-225.00 per hour; Business Tax Preparation $185.00-285.00 per hour; Tax Research $225.00 per hour. All direct subscriptions or additional operating costs (reimbursements) made by NestEggg for your business will be due upon receipt. We bill by the hour and don’t round up, so if we work for only 31.23 minutes, you will be billed for that! NOTE: Our Billing starts on the 1st of each month and is updated weekly, at the end of the month (our billing period) your invoice is sent to your pre-determined account manager to be checked for accuracy. Once compared to the billing entries and all applicable notes the bill is signed off on and forwarded to you for payment per our business agreement. Business agreements are streamlined so that if a debit/credit card is on file your account will be charged within 5 days of the invoice being populated. Please note in some cases you may receive your invoice showing an amount due that may have already been charged to the card on file or transferred from any applicable account. ALL WORKING RETAINERS WILL BE BILLED PRIOR TO THE BILLING MONTH AS OUTLINED PRIOR TO OUR SERVICES COMMENCING. AUTHORIZATION: By submitting this AGREEMENT, you authorize The Nesteggg Group to act on your behalf where applicable and to make inquiries into any banking, business/trade, government agency and access to any financial institutions that we are given authorization for, authorization to charge the credit card below as outlined in the proposal. If at any time your account is charged as a result of a past due balance any/all discounts extended to you as a professional courtesy will be reversed along with any appropriate finance charges in accordance with your state laws pertaining to accounts in default. Any/all fees deemed necessary by The Nesteggg Group to collect on a debt will be the client's responsibility. I hereby acknowledge and agree: In addition, I OK the release of ANY/ALL DATA & ACCESS to my financial records to EgggsAct Tax, Inc. or The Nesteggg Group if preparing taxes, audits, or any planning services on behalf of my company and person. I UNDERSTAND AND AGREE THAT I WILL NOT HOLD THE NESTEGGG GROUP OR ANY OF ITS AFFILIATES RESPONSIBLE FOR ANY MISREPRESENTATION OF MY BUSINESS FOR FAILURE TO EXTEND PERTINENT INFORMATION TO ANY ASSOCIATE OF NESTEGGG ACCOUNTING & TAX/EGGGSACT TAX, INC. FOR MY ACCOUNTING, BOOKKEEPING, PAYROLL, INSURANCE OR TAX NEEDS; IF THERE IS AN ERROR, I AGREE TO MEDIATION BEFORE ANY LEGAL PROCEEDINGS AND IF LEGAL ISSUES ARE NECESSARY, I AGREE THAT NESTEGGG ACCOUNTING & TAX/EGGGSACT TAX, INC. AND/OR ITS EMPLOYEES, VENDORS, OR OWNERS/OFFICERS ARE NOT PERSONALLY RESPONSIBLE FOR ANY FEES OR COSTS, DIRECT OR INDIRECT. I agree to retainer terms & the billing terms/conditions for services listed above and understand my credit card/account will be billed at this time, as NestEggg bills in arrears for "most" services. Any unused payments will be rolled over to the next month, unless a request in writing is received to refund. $250: Home based business$500: Service Based Business with 1-3 employees$1000: Serivce based business with 3+ exployees$1500: LLC or Inc with 1-4 owners/officers$2000: LLC or Inc with 4+ owners/officers$2500: Non Profit$5000: Cannabis/Management Companies & AdultField is required!Field is required!Billing Address, City, State, and Zip CodeField is required!Field is required!Card Holder SignatureField is required!Field is required!CommentsField is required!Field is required!Upload Your Company Logo Here - to be used on www.nesteggg.comUpload your documents...Field is required!Field is required!Upload Last Year Business Tax Return(s) hereUpload your documents...Field is required!Field is required!Upload Last Year Personal Tax Return(s) here; if we will be processing through our "Affiliate" EgggsAct Tax, Inc.Upload your documents...Field is required!Field is required!Upload Drivers License or government issued I.D. hereUpload your documents...Field is required!Field is required!Upload Front Credit/Debit card hereUpload your documents...Field is required!Field is required!Upload Back Credit/Debit card hereUpload your documents...Field is required!Field is required!CVV from back of Card, (American Express 4 digits on front of card above account number)Field is required!Field is required!Upload State issued Articles of Organization or IncorporationUpload your documents...Field is required!Field is required!Upload State issued Initial Meeting MinutesUpload your documents...Field is required!Field is required!Upload IRS EIN Acceptance Letter (Form SS4)Upload your documents...Field is required!Field is required!Upload Completed Form 2553, Request to be considered as an "S" ElectionUpload your documents...Field is required!Field is required!Upload IRS "S" Election Acceptance Letter (If Applicable)Upload your documents...Field is required!Field is required!Upload itemized list of any applicable personal purchases made on behalf of my company aboveUpload your documents...Field is required!Field is required!Upload itemized list of any receivables, reimbursements or income received and not credit to the business bank accountUpload your documents...Field is required!Field is required!Misc. DocumentUpload your documents...Field is required!Field is required!Misc. DocumentUpload your documents...Field is required!Field is required!Submit