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  • BUSINESS FORMATION -INFORMATION INTAKE SHEET

  • PRIMARY CONTACT INFORMATION

  • COMPANY INFORMATION

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  • NON-PROFIT:

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  • Thank you for choosing A2Z Financial Solution to assist you with your small business needs. This letter confirms our understanding of the terms and objectives of our business services engagement and clarifies the nature and limitations of the services to be provided by A2Z Financial Solution, LLC. Based on our initial interview and the information you provided, we will provide the following on- going services: Business Entity (Setup) - Notes:

  • Register Business Tax - Notes:

  • I. PAYMENT OF FEES TO A2Z FINANCIAL SOLUTION Fees for our services are due upon receipt of data provided unless otherwise specified in a payment plan option. Fees not paid when work is presented are due upon presentation of our invoice to you.

    II. SALES, USE, AND OTHER BUSINESS TAXES: You agree to provide accurate sales data that reflects interest categories for all state-level taxes administered based on your business entity and type of business rendered. A2Z Financial Solution, LLC does not remit state and local tax payments on behalf of its clients. If you must file and pay electronically or desire to do so, the acknowledgment and information must be entered below. Further, you agree that any banking transaction initiated by A2Z Financial Solution, LLC bears no financial responsibility to A2Z Financial Solution, LLC; insufficient funds for tax payments will not be covered by A2Z Financial Solution, LLC, and penalties and interest are yours to pay. A2Z Financial Solution, LLC will complete the required forms, which must be mailed with a check or money order you initiate; otherwise, you cannot complete them.

     

    No manual payment via USPS is acceptable

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  • III. DAMAGE LIMITATION Other than as explicitly outlined in this agreement, we will not be liable for any damage or loss to you or your employees arising out of its acts or omissions or those of you or any third parties. We make no representations or warranties except as expressly stated herein, and all other warranties, express or implied, are excluded. In no event shall we be liable for incidental or consequential damages, even if we have been advised of the possibility of such damage.

    IV. INDEMNIFICATION You agree to indemnify us and hold us harmless from all loss, damages, and expenses (including attorneys' fees) incurred by us and caused by or arising out of (a) any breach of any provision of this agreement; (b) any failure by you to comply with any provision of applicable state or federal laws, regulations, rules or operating letters, including, but not limited to, The Electronic Funds Transfer Act, Regulation E promulgated thereunder, and all amendments thereto; (c) any action by is in reliance upon or pursuant to any instructions or specific request of you including, but not limited to, the reversal of any electronic direct deposit to an account of an employee, or the disbursement of any sums which we are authorized to disperse; provided, however, that we shall have the right to refuse the reversal of any direct deposit to the account of an employee.

    V. TERMS OF SERVICE You hereby agree to provide complete and accurate information and executed copies of all forms we requested to be signed before performing the services hereunder. You understand any delay in our receipt of such signed forms may result in a delay in the services being performed.

    We may immediately terminate this agreement if you breach any of the terms and conditions outlined in this agreement.

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  • Admin@a2zfinancialsolutions.com A2Zfinancialsolutions.com

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