Law and Tax Evaluation & Assessment Session - Disclaimer Agreement
This Strategic Consulting Agreement (the "Agreement") is entered into on The "Effective Date" (mentioned herein), by and between Law and Tax Consulting, LLC ("Company"), and "Client" (Information Found Below):
Client Information
Your Full Name:
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Cell Phone Number:
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Email:
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example@example.com
Address:
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Billing Address
Company Name (If applicable)
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Corporation or Nonprofit
Disclaimers, Terms and Conditions, and Scope of Engagement
Sign read and agree to the terms below...
1. Effective Date: This Agreement is effective as of the date the Client signs and submits it (“Effective Date”).
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I Agree
2. Relationship: The Company is engaged solely to provide strategic consulting services. This engagement does not create an attorney-client or CPA-client relationship. The Company is not a law firm, accounting firm, or financial advisory firm, and does not provide legal, tax preparation, or financial representation services, unless specifically engaged to conduct legal work and a separate "Attorney-Client Engagement Letter" has been signed by both parties.
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I Agree
3. Scope of Services: Services are strictly limited to: Assessing the Client’s current estate and tax obligations, identifying goals, and providing general recommendations for possible legal entities or tax strategies.This Agreement does not include: legal representation, document drafting, entity formation/filing, or implementation of strategies. If the Client desires further services, those will require a separate written agreement.
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I Agree
4. Confidentiality: The Company will maintain the confidentiality of all information provided by the Client, subject to legal or regulatory obligations. Client authorizes LT to share information with affiliated professionals as needed to provide services under this Agreement.
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I Agree
5. Factors Beyond Control: The Client understands that tax laws and rulings may change at any time. The Company cannot be held liable for future changes in law or their impact on recommendations.
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I Agree
6. Dispute Resolution: Any dispute shall be resolved in the following order: (1) Negotiation in good faith,(2) Mediation with a neutral third party, and(3) Binding arbitration. The losing party shall bear arbitration costs, including reasonable attorney fees. Both parties waive the right to trial by jury.
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I Agree
7. Limitation of Liability: The Company’s total liability under this Agreement is limited to the fees actually paid by the Client. The Company shall not be responsible for indirect, incidental, special, or consequential damages, including lost profits or opportunities. The Client agrees it is their responsibility to consult licensed attorneys, accountants, or other professionals before making decisions based on recommendations.
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I Agree
8.Termination & Refund Policy: If Client chooses to terminate the agreement, they are entitled to the following refund amounts: (a) Before the first strategy session: refund of fees paid, less payment processing costs. (b) Up to 24-Hours After The First Session: 100% refund, less payment processing fees. (c) After subsequent sessions: no refund. (d) Company Termination: The Company may terminate this Agreement at any time with written notice. A refund will be provided for unused services, less the value of services already performed. These refund policies are the SOLE REMEDIES available; the Company is not liable for further damages (compensatory, incidental, contributory, or punitive) upon termination. Company and Client agrees to these terms and waive the right to trial by jury.
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I Agree
9. Credits: If Client decides to move forward with the Implementation or Execution of the concepts presented in the Law and Tax Assessment, the $2,500 fee will be applied as a credit towards subsequent services provided by Law and Tax Consulting or our affiliated program: Become A Philanthropist. The fee will not be credited for referrals made to other professionals that are considered third parties, such as law firms, accounting firms, financial or insurance agencies, or any other service providers that Client chooses to engage.
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I Agree
10. Governing Law: This Agreement shall be governed by and construed in accordance with the laws of the State of Texas. Venue shall be in Collin County, Texas.
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I Agree
11. Client Acknowledgment: The Client understands and agrees that: (a) The Company is providing consulting services only, not legal or accounting representation. (b) Implementation of strategies will require separate agreements and licensed professionals. (c) The Client has read and voluntarily agrees to these terms.
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I Agree
12: Declaration: I, The Client, agree and acknowledge to the terms and conditions provided in this Agreement and hereby declare that all information provided to the Company is accurate and true to the best of my knowledge.
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I Agree
Signature and Date
Signature of Client:
Effective Date (Today) Or Date Company Receives The Signed Agreement:
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Month
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Day
Year
Date
Signature of Company Representative:
I, SIDHARTHA PEDDINTI, agree and acknowledge the terms and conditions in this Agreement.
Submit Agreement
Submit Agreement
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