Trucker Bookkeeping Intake Form

Purpose: State allocation, compliance, and accuracy

By submitting this form, I acknowledge and agree to the following:

• Authorization for Payment: I authorize S & S Fortune’s Tax Services to draft my account for all bookkeeping and accounting services rendered. I understand that all fees are due at the time services are provided unless otherwise stated in a written service agreement.
• Service Separation: I understand that bookkeeping and accounting services are separate from tax preparation services, and each service may require its own engagement, pricing, and documentation.
• Cancellation Policy: Either party may terminate services with a 30-day written notice. I understand that I am responsible for all fees incurred up to the effective cancellation date.
• Accuracy & Documentation: I confirm that all information and documents I provide are accurate to the best of my knowledge. I understand that incomplete or inaccurate information may delay services or affect the quality of financial reporting.
• Communication Consent: I authorize S & S Fortune’s Tax Services to contact me via phone, email, or text regarding my account, service updates, document requests, and billing matters.
• Confidentiality: I understand that all information I provide will be kept confidential and used solely for the purpose of delivering the services I have requested.
• Responsibility for Timely Submission: I acknowledge that delays in providing requested documents or responses may impact deadlines, reporting accuracy, or service timelines.

By signing below, I confirm that I have read, understand, and agree to the terms listed above.