Full Service Contract
William McConnaughy, Tax Help Pro (WMTHP), Certified Public Accountant
TAX COLLECTION REPRESENTATION CONTRACT (Agreement & Guarantees)
RE: Delinquent taxes assessed as of the date of this contract
This contract is to confirm your understanding and agreement to our tax collection representation services for ____________________________________________before the (check all that apply) Internal Revenue Service and/or the following state tax agency:_________________________________________ for the above referenced matter.
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William McConnaughy, Tax Help Pro (WMTHP) guarantees to achieve at least one of the following tax compliance resolutions (i.e. currently not collectible, offer in compromise, installment agreement, partial pay installment agreement, innocent spouse relief, or abatement) for you in the above referenced matter. These services are inclusive of appellate filings if necessary, and release of lien(s) upon date of final settlement. This guarantee is contingent upon your cooperation as described in paragraphs below. If we cannot help you as referenced in this paragraph, we will fully refund your fees paid to us, plus $100.00 of our own funds.
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WMTHP guarantees that no asset seizures, full wage garnishments, or bank levies will occur after you retain us. This guarantee is contingent upon you providing requested information in a timely manner, and you taking no actions to conceal and/or dispose of assets. In the unlikely event that we can not prevent, or reverse, seizure, full wage garnishment, and/or bank levy in your case, upon notice within ten (10) days of agency levy notification you may terminate this contract (if you wish) and receive a full refund of fees paid, plus $100 of our own funds.
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You understand and agree that you will be responsible for providing complete and accurate information and/or documentation to us in a timely manner. You understand and agree to cooperate with us fully in all aspects of this matter. Failure by you to do so will reduce the likelihood of achieving a favorable resolution of the above referenced matter. You agree to inform us immediately of any mailing address and/or telephone number change.
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You understand and agree that you will not intentionally misrepresent and/or omit any factual matter that is requested of you. If intentional misrepresentation and/or omission is discovered we shall be entitled to terminate our services immediately, with no refund of fees already received. You agree to take no actions to interfere, prevent, or preempt WMTHP from fulfilling this contract.
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If you default on your payments to WMTHP, as specified in your payment plan, we will suspend all work until you are able to resume payments. You also agree to pay late charges on any such past due installments.
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WMTHP guarantees the lowest fees you will find for like kind services in these matters. See Payment Plan contract addendum for details.
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This tax collection representation contract, and the payment plan you have selected, does not provide for any other professional services by us. If other professional services (such as tax return preparation) are required, and you choose us to provide them for you, such services will be separately contracted and paid for.
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If you default on the resolution of this matter once we have attained it for you, WMTHP is not obligated to renegotiate another resolution of this matter without additional compensation as provided in the original agreement and payment plan.
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Any rework caused by your failure to provide cooperation and/or otherwise meet your current period (and future) tax obligations, shall be subject to a reasonable, mutually agreed upon rework charge.
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Management of your case will be subject to the judgment and discretion of WMTHP. Any disputes arising under this contract must be addressed to WMTHP, who will be allowed seven (7) days to resolve any dispute notification. You agree discussion of said disputes shall remain confidential (nonpublic).
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You acknowledge and agree that the time required to fulfill this contract is not subject to WMTHP control, and is instead subject to the timeliness of needed actions being taken by you and the involved tax agency. You also understand and agree that there is no reduction to the amount you owe and must pay if an installment agreement is the only settlement option you qualify for.
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You acknowledge that we have made no oral modifications or additions to this contract and that it accurately reflects our representations to you about what we can do for you and the terms under which we agree to work on your behalf.
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You acknowledge that any questions you have about the terms of this contract have been answered to your satisfaction.
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You acknowledge limits of liability and indemnification under this contract to be equal to and not to exceed the amount paid to WMTHP for services.
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WMTHP guarantees a full refund of fees paid if you wish to cancel this contract within 30 days of your signature date below. Said cancellation must be received by WMTHP before the 30 day expires. You may also cancel this contract any time after the 30 days, however fees received to date of cancellation will not be refunded. Additional fees due (if any) per your payment plan will not be expected for payment (forgiven).
Read, understood and agreed to. I pledge to honor these terms of your assistance.
_____________________________________________________________ _________
(Signature) (Print Name) (date)
_____________________________________________________________ _________
(Spouse Signature, if applicable) (Print Name) (date)
William McConnaughy, Tax Help Pro, Certified Public Accountant
I thank you for the privilege of being retained to represent you in these matters.
_____________________________________________________________ _________
(date)
WMTHP TLRC FULL SERVICE
Pick The Payment Plan You Want.
Follow These Simple Instructions: 1, 2, 3, 4
|
1. PUT A CHECK MARK NEXT TO THE PLAN YOU WANT |
2. INDICATE YOUR PREFERRED METHOD OF PAYMENT |
|
3. SIGN AND DATE THIS PAGE |
4. MAIL TO: William McConnaughy,Tax Help Pro 3550 Watt Avenue, Suite 140 Sacramento, CA 95821 |
OR FAX TO: 1-916-979-7683 or e-mail to: williammcconnaughycpa@gmail.com
Please check one of the selections below
[ ] 1.) $495 retainer, and $395 due each month for 9 months. Total $4,050.
[ ] 2.) $1,195 retainer, and $1,195 due each month for 2 months. Total $3,585.
[ ] 3.) $3,295 retainer. Covers entire cost of representation contract. Best price.
[ ] 4.) Need a break? Cut best price - $1,695 down, and $1,600 due in 30 days.
[ ] 5.) Competitive offer: Attach fee proposal from any other service provider so we can discount it by 10%. Lowest fee guarantee.
Method of Payment
[ ] Check (payable to William McConnaughy, Tax Help Pro)
[ ] Money Order (payable to William McConnaughy, Tax Help Pro)
Credit/debit card: [ ] Visa [ ] MasterCard
Card Number Expiration Date__________ VC ______________
Card to be used for retainer only? Yes/No Retainer payment due date? Card to be debited every thirty days for installments? Yes/No
Client Signature: Dated: _____________________
Print name: ________________________________________________________
Address: City/State/ZIP:
Telephone: Social Security Number:
For tax collection representation services before the Internal Revenue Service.
Acceptance Dated
William McConnaughy, Tax Help Pro, Certified Public Accountant (License #59734E)
Wage Levy Release Contract
William McConnaughy, Tax Help Pro (WMTHP), Certified Public Accountant
TAX COLLECTION REPRESENTATION CONTRACT (Agreement & Guarantees)
RE: Delinquent taxes assessed as of the date of this contract
This contract is to confirm your understanding and agreement to our tax collection representation services for _______________________________________________
before the Internal Revenue Service for the above referenced matter.
-
William McConnaughy, Tax Help Pro (WMTHP) guarantees to achieve the following tax compliance resolution; streamlined, or fresh start, installment agreement for you in the above referenced matter. This guarantee is contingent upon your cooperation as described in paragraphs below. If we cannot help you as referenced in this paragraph, we will fully refund your fees paid to us.
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WMCPA guarantees a prevention of full wage levy, and bank levy after you retain us. This guarantee is contingent upon you providing requested information in a timely manner, and you taking no actions to conceal and/or dispose of assets. In the unlikely event that we can not prevent full wage levy, or bank levy in your case you may terminate this contract (if you wish) and receive a full refund of fees paid.
-
You understand and agree that you will be responsible for providing complete and accurate information and/or documentation to us in a timely manner. You understand and agree to cooperate with us fully in all aspects of this matter. Failure by you to do so will reduce the likelihood of achieving a favorable resolution of the above referenced matter. You agree to inform us immediately of any mailing address and/or telephone number change.
-
You understand and agree that you will not intentionally misrepresent and/or omit any factual matter that is requested of you. If intentional misrepresentation and/or omission are discovered we shall be entitled to terminate our services immediately, with no refund of fees already received. You agree to take no actions to interfere, prevent, or preempt WMCPA from fulfilling this contract.
-
This tax collection representation contract, and the payment plan you have selected, does not provide for any other professional services by us. If other professional services (such as tax return preparation) is required, and you choose us to provide them for you, such services will be separately contracted and paid for.
-
If you default on the resolution of this matter once we have attained it for you, WMTHP is not obligated to renegotiate another resolution of this matter without additional compensation as provided in the original agreement and payment plan.
-
Management of your case will be subject to the judgment and discretion of WMTHP. Any disputes arising under this contract must be addressed to WMTHP. WMTHP will be allowed seven (7) days to resolve any dispute notification. You also agree discussion of said disputes shall remain confidential (nonpublic).
-
You acknowledge and agree that the time required to fulfill this contract is not subject to WMTHP control, and is instead subject to the timeliness of needed actions being taken by you and the involved tax agency. You also understand and agree that there is no reduction to the amount you owe and must pay for an installment agreement.
-
You acknowledge that we have made no oral modifications or additions to this contract and that it accurately reflects our representations to you about what we can do for you and the terms under which we agree to work on your behalf.
-
You acknowledge that any questions you have about the terms of this contract have been answered to your satisfaction.
-
You acknowledge limits of liability and indemnification under this contract to be equal to and not to exceed the amount paid to WMTHP for services.
Read, understood and agreed to. I pledge to honor these terms of your assistance.
_____________________________________________________________ _________
(Signature) (Print Name) (date)
_____________________________________________________________ _________
(Spouse Signature, if applicable) (Print Name) (date)
William McConnaughy, Tax Help Pro, Certified Public Accountant
I thank you for the privilege of being retained to represent you in these matters.
_____________________________________________________________ _________
(date)
WMTHP TLRC SLIA
IRS Wage Levy Release Payment
Follow These Simple Instructions: 1, 2, 3
1. SIGN, DATE, AND COMPLETE YOUR PERSONAL INFORMATION BELOW
2. INDICATE YOUR PREFERRED METHOD OF PAYMENT
3. FAX TO: 1-916-979-7683 or e-mail to: williammcconnaughycpa@gmail.com, or mail to William McConnaughy, Tax Help Pro, 3550 Watt Avenue, Suite 140, Sacramento, CA 95821
IRS wage levy release, and Streamlined/Fresh Start installment plan.
Only $495 down, and $300 due in 30 days.
(Total tax owed must be less than $50,000, and last six years tax returns must be filed)
Method of Payment
[ ] Money Order (payable to William McConnaughy, Tax Help Pro)
Credit/debit card: [ ] Visa [ ] MasterCard
Card Number Expiration Date__________ VC ______________
Client Signature: Dated: _____________________
Print name: ___________________________________________________________
Address: ______________________________________________________________
City/state/zip code: _____________________________________________________
Telephone: Social Security Number:
For tax collection representation services before the Internal Revenue Service.
Acceptance Dated
William McConnaughy, Tax Help Pro, Certified Public Accountant (License #59734E)
Streamlined/Fresh Start Contract
William McConnaughy, Tax Help Pro (WMTHP)
TAX COLLECTION REPRESENTATION CONTRACT (Agreement & Guarantees)
RE: Delinquent taxes assessed as of the date of this contract
This contract is to confirm your understanding and agreement to our tax collection representation services for _______________________________________________
before the Internal Revenue Service for the above referenced matter.
-
William McConnaughy,Tax Help Pro (WMTHP) guarantees to achieve one of the following tax compliance resolutions; streamlined, or fresh start, installment agreement plus wage levy release for you in the above referenced matter. This guarantee is contingent upon your cooperation as described in paragraphs below. If we cannot help you as referenced in this paragraph, we will fully refund your fees paid to us.
-
WMTHP guarantees a release of full wage levy will occur after you retain us. This guarantee is contingent upon you providing requested information in a timely manner, and you taking no actions to conceal and/or dispose of assets. In the unlikely event that we can not release full wage levy in your case you may terminate this contract (if you wish) and receive a full refund of fees paid.
-
You understand and agree that you will be responsible for providing complete and accurate information and/or documentation to us in a timely manner. You understand and agree to cooperate with us fully in all aspects of this matter. Failure by you to do so will reduce the likelihood of achieving a favorable resolution of the above referenced matter. You agree to inform us immediately of any mailing address and/or telephone number change.
-
You understand and agree that you will not intentionally misrepresent and/or omit any factual matter that is requested of you. If intentional misrepresentation and/or omission is discovered we shall be entitled to terminate our services immediately, with no refund of fees already received. You agree to take no actions to interfere, prevent, or preempt WMTHP from fulfilling this contract.
-
This tax collection representation contract, and the payment plan you have selected, does not provide for any other professional services by us. If other professional services (such as tax return preparation) are required, and you choose us to provide them for you, such services will be separately contracted and paid for.
-
If you default on the resolution of this matter once we have attained it for you, WMTHP is not obligated to renegotiate another resolution of this matter without additional compensation as provided in the original agreement and payment plan.
-
Management of your case will be subject to the judgment and discretion of WMTHP. Any disputes arising under this contract must be addressed to WMTHP. WMTHP will be allowed seven (7) days to resolve any dispute. You also agree discussion of said disputes shall remain confidential (nonpublic).
-
You acknowledge and agree that the time required to fulfill this contract is not subject to WMTHP control, and is instead subject to the timeliness of needed actions being taken by you and the involved tax agency. You also understand and agree that there is no reduction to the amount you owe and must pay if an installment agreement is the only settlement option you qualify for.
-
You acknowledge that we have made no oral modifications or additions to this contract and that it accurately reflects our representations to you about what we can do for you and the terms under which we agree to work on your behalf.
-
You acknowledge that any questions you have about the terms of this contract have been answered to your satisfaction.
-
You acknowledge limits of liability and indemnification under this contract to be equal to and not to exceed the amount paid to WMTHP for services.
Read, understood and agreed to. I pledge to honor these terms of your assistance.
_____________________________________________________________ _________
(Signature) (Print Name) (date)
_____________________________________________________________ _________
(Spouse Signature, if applicable) (Print Name) (date)
William McConnaughy, Tax Help Pro, Certified Public Accountant
I thank you for the privilege of being retained to represent you in these matters.
_____________________________________________________________ _________
(date)
WMTHP TLRC WLR
IRS Streamlined/Fresh Start Installment Agreement Payment Plan
Follow These Simple Instructions: 1, 2, 3
1. SIGN, DATE, AND COMPLETE YOUR PERSONAL INFORMATION BELOW
2. INDICATE YOUR PREFERRED METHOD OF PAYMENT
3. FAX TO: 1-916-979-7683 or e-mail to: williammcconnaughycpa@gmail.com, or mail to William McConnaughy, Tax Help Pro, 3550 Watt Avenue, Suite 140, Sacramento, CA 95821.
IRS Streamlined/Fresh Start Installment Agreement tax account settlement.
Only $495!
(Total tax owed must be less than $50,000, and last six years tax returns must be filed)
Method of Payment
[ ] Money Order (payable to William McConnaughy, Tax Help Pro)
Credit/debit card: [ ] Visa [ ] MasterCard
Card Number Expiration Date__________ VC ______________
Client Signature: Dated: _____________________
Print name: ___________________________________________________________
Address: ______________________________________________________________
City/state/zip code: _____________________________________________________
Telephone: Social Security Number:
For tax collection representation services before the Internal Revenue Service.
Acceptance Dated
William McConnaughy, Tax Help Pro, Certified Public Accountant (License #59734E)
