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CLIENT AGREEMENT

Name of Client: Address: City, State Zip: Phone and Fax:


1. Forgey Bookkeeping and Tax Service AGREES to perform the following: A. Preparation of Financial Reports Monthly services for a monthly fee is $__________. This Monthly Fee is based upon the following services and an average of ________ transactions and ________ employees and/or contract laborers. ____ Profit and Loss Statement ____ Actual Month and Year-to-date with Percent ____ Actual vs. Budgeted ____ ____________________________ B. Preparation of Sub-ledgers and Journals ____ General Ledger ____ Payroll Journal Accounts ____ General Journal ____ Cash Receipts Journal C. Governmental Reporting Requirements ____ Federal Tax Deposit Coupon Preparation (Quarterly) for monthly deposit Requirements (Annually) ____ State Unemployment Tax Return Preparation needed) ____ Preparation of Forms W-2, W-3, 1099, ___________________________ 1096 at a Fee of $1.50 per form D. Payroll services Monthly Payroll services fee is $70.00 per pay period up to 5 employees and a $5.00 for each additional employee. ____ Preparation of Employee Paychecks for Distribution ____ Monthly Payroll Reports Requirements for Payroll 2. 3. A one-time Set-up fee of $70.00 will be incurred by the Client. Forgey Bookkeeping and Tax Services agrees to provide the following services at our current hourly rate of $25 per hour: ____ Preparation of Schedule C tax return (Sole Proprietor) ____ Preparation of Form 1120 (C-Corporation) Consultation ____ Preparation of Form 1120S (S-Corporation) ____ Preparation of 1065 (Partnership) 4. ____ Loan Packaging ____ Business Planning and ____ Tax Planning and Consultation ____ Annual Franchise Tax Report _____ Sending Paychecks to the Client _____ Government Reporting _____ Form 941 Preparation _____ Form 940 Preparation _____ Sales Tax Return Prep (as _____ _____ Cash Disbursements Journal _____ Bank Reconciliations for _____ Sales Journal _____ Balance Sheet _____ Cash Flow Statement _____ On-site Review

BACK-WORK Fee to bring client records current will be the lesser of the monthly fee for each or $____ for each month or $_______ per hour.

5.

The monthly fees will not be increased by Forgey Bookkeeping and Tax Services for one year unless client activity increases or decreases substantially. New businesses are subject to an initial 90-day review. The CLIENT Agrees: A. To furnish Forgey Bookkeeping and Tax Service with true and complete information necessary for Forgey Bookkeeping and Tax Service to perform its services. To pay fees at the time materials and services are completed, unless otherwise agreed to herein writing. To hold Forgey Bookkeeping and Tax Service harmless such that Forgey Bookkeeping and Tax Service will not be liable or responsible for any claims or damages from whomsoever arising out of or attributable to the operations or performance of services for or in behalf of the client by Forgey Bookkeeping and Tax Services. In any event, and liability of Forgey Bookkeeping and Tax Service for any matters shall be limited to the amount of its monthly fee to Client.

6.

B.

C.

7.

Forgey Bookkeeping and Tax Services guarantees your satisfaction. If you are not satisfied that Forgey Bookkeeping and Tax Service has provided you with accurate financial statements in a timely fashion, simply write a letter within 7 days they were provided to you and you will not be charged for that month. If you have already paid, you will be given a prompt refund.

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