Terms of Service​
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PSS, LLC
Owner: Trenton Dixon, MBA, MSF
Address: 8 The Green STE A, Lewes, DE 11958
Email: propertyscalesolutions@gmail.com
Phone: (850) 687-7000
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Hello,
We are pleased to confirm our understanding of the services we will provide for you. This letter outlines the terms of our engagement and the nature and limitations of the services we will provide.
Scope of Services
We will provide all typical bookkeeping services, including maintaining the accuracy of your business’s financial statements, invoices, receipts, inventory, etc. Our services will include the preparation of all applicable tax forms, as well as Form 1040 and associated schedules for your individual tax returns. We will also provide you with strategic tax planning consultation services as needed in order to meet your financial goals.
Responsibilities
It is your responsibility to provide us with all the information required for the preparation of complete and accurate financial statements. You should retain all the documents, canceled checks, and other data that form the basis of your income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.
Fees
Our fee for these services will be based on the services you select. The service prices are as listed....
For Individuals & Sole Proprietorships
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Bookkeeping: $150/Quarter or $500/YR {$100 savings}
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Strategic Tax Planning: $250/YR
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Annual Tax Return Preparation: $100/Quarter or $300/YR + $200/ST (depends on the state of residency)
Bundle all services for $1400 = $250 savings
OR
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For Partnerships, S-Corps, C-Corps, Trusts, or Estates
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Bookkeeping: $300/Quarter or $1,000/YR {$200 savings}
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Strategic Tax Planning: $500/YR
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Annual Tax Return Preparation: $200/Quarter or $600/YR + $300/ST (depends on the state of residency)
Bundle all services for $2,300 = $500 savings
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An invoice will be issued upon completion of the tax return, payable within 30 days.
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Confidentiality
We maintain strict confidentiality regarding your personal and financial information, in compliance with federal regulations. (See Unilateral Non-Disclosure Agreement)
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Dispute Resolution
Any disputes arising from this engagement will be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. Please sign and return a copy of this letter to indicate your acknowledgment and agreement with the terms of this engagement.
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Sincerely,
Trenton Dixon, MBA, MSF
Accountant & Tax Strategist
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