Tax Seminar #3 – December 3 2012

Mr. & Mrs. Mickey Mantle
January 5, 2011
Page 2
We have also agreed to provide you with additional flexibility with respect to the payment of
fees due to this firm. So long as you make monthly payments of $350 on the first of each month,
commencing with February 1, 2011, we will continue to work on your account and we will waive
any late charges through January 31, 2014. Please note that, even if we have not yet issued our first
invoice, the first payment of $350 is still expected to be made on or before February 1, 2011. Any
balance due and payable as of January 31, 2014 shall become due and payable immediately.
Although you may find it convenient and appropriate that I invoice XYZ Corporation for some
or all of my services, you will be personally responsible for the payment of any of my invoices
issued to the corporation and/or you.
You have a role in assisting us in your representation. It is your obligation to respond timely and
truthfully to our inquiries. Often such inquiries will relate to answering financial related
questions. Other times, our inquiries may relate to facts and circumstances which will assist us in
securing an abatement of taxes or penalties. We reserve the right to terminate this engagement if
you fail to timely respond to our inquiries and/or accurately portray your compliance history and
communications with the taxing authority.
You have the right to terminate our engagement at any time. To do so, please send me your
request to terminate the firm’s services in writing. Of course, I encourage you to speak directly to
me as to the reasons for termination and to assist in the transition of the case to new counsel, if
applicable. Upon receipt of your written request, I will wrap-up services on your account to ensure
that the current status of the case is fully documented and to provide you any documents in our file
that you request. In a reasonable time thereafter, we will issue our final invoice and apply any
remaining retainer against the balance. We will refund any unused portion of your retainer and
expect prompt payment of any balance due after application of the retainer.
In the unlikely event that it becomes necessary for me to seek legal recourse to receive payment
of my fees through litigation or arbitration, you hereby agree to reimburse me for all out-of-pocket
expenses, as well as any of the time expended by my staff and/or me at the hourly rates then in
effect, to secure such payment. For purposes of our agreement, the term "out-of-pocket expenses"
also includes any legal fees and all other expenses in connection with any attempt (including
litigation) to collect my fees. By signing below, you hereby consent that I may use any information
which you provide me to collect any fees due to this firm. Such information includes income tax
returns which we prepare for you or which you provide us.
We are aware that you have been working with Tony Kubek, CPA, with respect to this case. You
hereby acknowledge that we will be working with Tony Kubek and you hereby give us permission
to discuss your case with and provide copies of documents, correspondence and invoices toTony
Kubek, CPA.
You have agreed to comply with all federal and state tax laws going forward on a timely basis.
To that end, you will be placing the payroll with Paychex or Balance Point and authorizing them to
withdraw payroll taxes with each payroll (their "Tax Pay" service).
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