Introduction & Scope of Services
Thank you for choosing Cherry’s AAA Tax Services & More LLC to assist with the Beneficial Ownership Information (BOI) filing required by the Financial Crimes Enforcement Network (FinCEN). This engagement letter outlines the terms and conditions under which we (referring to Cherry's AAA Tax Services & More LLC-Firm) will provide BOI filing services on client (referring to you,your person listed as the Beneficial Owner in this Application) behalf.
Please carefully read through entirety. Please do not hesitate to ask any questions that you may need clarifyng. We (Cherry's AAA Tax Services & More LLC) will prepare and submit the initial BOI Report based strictly on the information provided by you (Client). This service does not include ongoing compliance, amendments, or updates to your BOI Report. Any changes to the reported information must be submitted directly by you (Client) to FinCEN within 30 days of the change.
Client Responsibilities & Representations
By engaging our services, you acknowledge and agree to the following responsibilities. You will provide accurate, complete, and truthful information required for the BOI filing. You confirm that you have the legal authority to submit the BOI report on behalf of the entity.
You understand that any inaccurate or fraudulent information may result in penalties or legal consequences imposed by FinCEN.You are solely responsible for tracking and reporting any changes to the BOI information within 30 days as required by law. You release Cherry’s AAA Tax Services & More LLC from any liability related to inaccurate or incomplete information you provide.
Scope Limitations
Our engagement is limited strictly to the initial BOI filing. We do not provide ongoing support, monitoring, or amendments. If you require updates or changes to your BOI filing, you must submit them directly to FinCEN within the legally required timeframe.
We are not responsible for any future compliance obligations related to BOI reporting. Verifying the accuracy of the information provided. Communicating with FinCEN regarding updates, corrections, or further inquiries after the initial filing.
Dispute Resolution
In the event of a dispute between Cherry’s AAA Tax Services & More and the client regarding this agreement, both parties agree to first attempt to resolve the issue through good-faith negotiations. If a resolution cannot be reached, the dispute shall be settled through binding arbitration administered by the American Arbitration Association (AAA). Both parties acknowledge that they are waiving their rights to resolve fee disputes in a court of law before a judge or jury. The prevailing party in AAA arbitration shall be entitled to a reasonable award for attorney fees and costs incurred during the arbitration process. Each party shall bear its own costs related to arbitration, except as otherwise provided by law.
Fees & Payment
Our filing fee for BOI submission is $85, payable in full before submission. This fee is non-refundable once the BOI filing has been submitted.
Authorization & Confirmation
By signing this agreement, you authorize Cherry’s AAA Tax Services & More LLC to file your BOI Report using the details you have provided. You confirm that all information given is true and accurate to the best of your knowledge. You also acknowledge that failure to comply with BOI reporting laws may result in penalties imposed by FinCEN.
Other Matters & Client Acknowledgment
Cherry’s AAA Tax Services & More does not provide legal or financial advice. You should consult an attorney or financial advisor for legal guidance regarding BOI compliance. We are not liable for any penalties, fines, or legal consequences resulting from errors or omissions in the information you provide.
If additional services are required beyond the initial BOI filing, they will be subject to a separate agreement and additional fees.
At Cherry’s AAA Tax Services & More, we are committed to safeguarding your sensitive information and maintaining the highest level of security. Any personal or business information you provide to us will be handled with strict confidentiality. We employ security measures to protect data from unauthorized access, disclosure, or loss, including cloud-based systems and secure data transfers. However, despite our best efforts, no system is completely immune to breaches or cyber threats. By using our services, you acknowledge and accept this inherent risk.
Email, Phone, & Text Communication & Disclaimer
Communication between you and Cherry’s AAA Tax Services & More may occur through email or other electronic means. While we strive to ensure safe, and reliable delivery of emails, we cannot guarantee that all emails will be received due to potential risks such as failed delivery, interception, or unauthorized access.
By engaging our services, you acknowledge and agree that:
Email transmissions are inherently vulnerable to interception and unauthorized access.
We are not responsible or liable for any loss, damage, or disclosure resulting from failed or intercepted email communications.
If you do not receive an expected email from us, it is your responsibility to follow up to ensure proper delivery.
By providing your phone number you consent to receive text messages from Cherry's AAA Tax Services & More LLC regarding your inquiries, account updates, and other relevant information. Message frequency will vary. Message and data rates may apply. For assistance, reply HELP or contact us at support@cherrysaaataxservices.com, phone 706-203-5336, or www.cherrysaaataxservices.com. To stop receiving messages, you may opt-out at any time. Reply STOP. No further messages will be sent. For details, see our Privacy Policy https://www.cherrysaaataxservices.com/privacy-policy.
We will only retain client information for two (2) years from the date of submission. We do not provide record hosting services and will not retain original documents. It is your sole responsibility to maintain copies of your records for future reference.
Acceptance of Terms
By signing below, you acknowledge that you have read, understood, and agreed to the terms outlined in this engagement letter.