General Terms and Conditions

Last Updated: July 26, 2023

1.1 Requests for Services. In responding to requests for services made by your officers, managers, employees, or agents, we will presume that all requests have been authorized by your internal procedures. If you wish to limit the individuals who can request services, you must notify us of any limitations in writing.

1.2 Billing. Our fees and expenses will be billed on a regular basis. Each invoice is payable upon receipt of the invoice. If you believe that any invoice is incorrect or if you wish to dispute any invoice, you must notify us in writing within 60 days of your receipt of the invoice. We reserve the right to charge interest on any invoice that is not paid within 30 days of the invoice date.

1.3 Uncontrollable Delays. The time for performance of any of your or our obligations (other than the obligation to pay money due) will be extended for a reasonable time in the event of causes beyond your or our reasonable control, including without limitation acts of God, war, acts of government, fire, flood, strike or labor problems, sabotage, and delays in obtaining labor, materials, equipment, or transportation.

1.4 Suspension of Services. If you fail to pay any invoice when due, we reserve the right to suspend the performance of services until your account is paid in full or you have made other payment arrangements satisfactory to us. Our suspension of services will not affect your obligations to us under the Engagement Letter or these Terms.

1.5 Termination. You may terminate the Engagement Letter at any time by written notice to us. Subject to any restrictions imposed by applicable ethical rules, we may terminate the Engagement Letter at any time upon written notice to you. Termination for any reason will not affect your obligation to pay us for fees and expenses incurred prior to termination or in transferring files to and otherwise cooperating with any successor accounting & tax preparer or accounting & tax advisor. If you terminate any Engagement Letter after we have commenced performing services under a fixed fee arrangement, you will be obligated to pay us the entire fixed fee upon termination.

1.6 Survival of Provisions. All provisions of these Terms will survive the termination or cancellation of the Engagement Letter, except that (i) we will not have any obligation to provide services after termination and (ii) except as provided in paragraphs 3.12, 3.13 and 4.5, you will not have any obligation to pay us for any services that we perform after termination.

1.7 Entire Agreement; Interpretation. These Terms and the Engagement Letter represent our entire agreement and understanding concerning the engagement described in the Engagement Letter, and they supersede all prior and contemporaneous agreements. All Terms and the Engagement Letter must be construed according to their fair meaning and not strictly for or against any party.

1.8 Amendments, Waivers and Consents. Neither these Terms nor the Engagement Letter may be amended except by our mutual written agreement. No waiver of any breach of these Terms or the Engagement Letter will be effective unless the waiver is in writing and signed by the party against whom the waiver will be enforced. No waiver of anyone breach will be deemed a waiver of any other or subsequent breach.

1.9 Assignment; No Third Party Beneficiaries. You may not assign the Engagement Letter or these Terms to any other party without our prior written consent, except that you may assign the Engagement Letter and these Terms to any party that acquires substantially all of your assets and goodwill. These Terms and the Engagement Letter will be binding on our and your respective successors and assigns. There are no third party beneficiaries to the Engagement Letter or to these Terms except as expressly provided in the Engagement Letter.

1.10 Governing Law. The Engagement Letter (including these terms, conditions, and limitations) and any dispute or claim arising out of or relating thereto will be governed by and construed in accordance with the laws of the state in which the TruPoint Accounting & Tax office providing the services is located without regard to provisions governing conflicts of laws. All litigation or other legal proceedings will be brought in the state or federal courts located in that state. The parties agree to this choice of law, jurisdiction and venue, and waive any defense of an inconvenient forum. To the extent that may be allowed by law, the parties also waive trial by jury and agree that any dispute or claim should be resolved by a judge without a jury.

 

1.11 Fee Disputes. You and TruPoint Accounting & Tax both agree that any dispute over fees charged by us to you will be submitted for resolution by arbitration in accordance with the Rules for Professional Accounting and Related Services Disputes of the American Arbitration Association (or other association). Such arbitration shall be binding and final. The arbitration shall take place at the location closest to the TruPoint Accounting & Tax office providing the services. Any award rendered by the Arbitrator pursuant to this Agreement may be filed and entered and shall be enforceable in the Superior Court of the County in which the arbitration proceeds. IN AGREEING TO ARBITRATION, WE BOTH ACKNOWLEDGE THAT, IN THE EVENT OF A DISPUTE OVER FEES CHARGED BY THE ACCOUNTANT, EACH OF US IS GIVING UP THE RIGHT TO HAVE THE DISPUTE DECIDED IN A COURT OF LAW BEFORE A JUDGE OR JURY AND INSTEAD WE ARE ACCEPTING THE USE OF ARBITRATION FOR RESOLUTION.The prevailing party shall be entitled to an award of reasonable attorneys’ fees and costs incurred in connection with the arbitration of the dispute in an amount to be determined by the arbitrator.

1.12 Newsletters and Similar Communications. We may from time to time send newsletters, mails, explanations of accounting & tax law developments, or similar communications to selected clients, former clients, or other interested parties. These communications are of a general nature and are not definitive advice. We do not send all such communications to all clients, former clients, or interested parties. These newsletters do not establish or continue a client relationship with any person, and they do not constitute an undertaking on our part to monitor accounting, tax or other issues for you or for any other parties.

2. Liability and Dispute Resolution

2.1 Indemnification for Breach. Subject to the provisions of paragraph 5.2, each party will indemnify the other for any loss, liability, or obligation arising out of or relating to a failure to fulfill its obligations under the Engagement Letter or these Terms.

2.2 Opportunity to Cure and Liability Limitations. In the event that we fail to meet our obligations under the Engagement Letter or these Terms, including without limitation paragraph 3.10, you must notify us in writing and provide us with the opportunity to re-perform the services. If the services cannot be re-performed, or if re-performance will not cure the breach, then your remedy will be for us to refund our fees relating to these services up to the amount of your direct damages caused by our failure to meet our obligations. In no event will our aggregate liability for claims, whether in contract, in tort, at law, or in equity, arising out of or relating to our failure to meet our obligations under the Engagement Letter or these Terms exceed the amount of our fees actually paid to us under the Engagement Letter. In no event will we be liable for loss of profits or any consequential, indirect, special, exemplary, or punitive damages.

2.3 Time Limitations on Claims. No claim or action by either party, regardless of whether the claim is in contract in tort, at law or in equity, arising out of or relating to any matter under the Engagement Letter may be brought by either party (i) more than 24 months after the party first knows or has reason to know that the claim or cause of action has accrued or (ii) more than 60 months following the completion of the services under the Engagement Letter. This paragraph may shorten, but in no event will it extend, any period of limitation on actions otherwise provided by applicable law.

2.4 Savings Clause. In the event any provision herein violates a tax jurisdiction’s Standard of Conduct specifically applicable to a client, as to that client, such provision shall be (i) modified to the extent necessary to be in compliance with that specific standard, or (ii) rendered void if modifying the provision cannot result in compliance with the specifically applicable standard. In the event any portion of Engagement letter, including these Terms and Conditions is found to be void, illegal or unenforceable, all remaining provisions shall remain in full force and effect.

2.5 Effect on Accounting or Attest Services. The provisions of paragraphs 5.1 and 5.2 will not limit the obligations or liability of TruPoint Accounting & Tax under any separate agreement for the provision of accounting or attest services.

3. Fees

________ Our fees for engagements are not contingent on the results of our services. Rather, the fees are based on the time required by the individuals assigned to the engagement plus direct expenses.  Invoices are due and payable upon presentation. If not paid within 10 days, a penalty of $50 plus interest will accrue at 10% per month on the outstanding balance. In the event of nonpayment, you agree to pay all costs incurred, including reasonable attorney’s fees, whether or not legal action is necessary for collection.  We reserve the right to suspend our services or to withdraw from this engagement in the event that any of our invoices are deemed delinquent. If we elect to terminate our services for nonpayment, or for any other reason provided for in this letter, our engagement will be deemed to have been completed upon notifying you of our intentions, even if we have not completed your return. You will be obligated to compensate us for all time and direct expenses incurred to the point of withdrawal. 

  

________ Returned deposit item fee: $48 for each item that is rejected due to insufficient funds. 

________ Fees for Paper Filing: $.70 cents per page printed. 

________ Fees when Payments are due to the IRS: Normal tax preparation fees apply outside of promotional period if tax Preparation is done within promotional period. 

________ A charge of $74.95 software fee for processing returns through e-file. 

________ Additional third-party fee of $20 for direct deposit or check and $18.95 software fee. 

________ A minimum of $236.25 preparation fee for complicated 1040 returns. 

________ A minimum of $83.48 review fee and minimum $236.25 review fee for more complicated 1040 returns. Monthly transactions above 153 limit will be subject to a $.93 charge per transaction. 

________ A minimum of $693 financial review fee for all other entity returns. Monthly transactions above 153 limit will be subject to a $.93 charge per transaction.

________ Bookkeeping fees: monthly transactions above 153 limit will be subject to a $.93 charge per transaction. 

________ Bookkeeping services nearing the maximum number of accounts permitted will be upgraded automatically when the limit is reached. 

________ Regular Mail fee $.92 per letter. 

________ Certified Mail with Return Receipt $15.24 

________ We do not provide free quotes! A minimum of $157.5 is required regardless of whether you decide to go with us or not. 

________ Our second opinion tax preparation services are subject to a minimum charge of $236.25, regardless of whether the outcome differs from the initial assessment. This fee ensures that we provide a thorough and comprehensive review of your tax situation, and covers the time and expertise required to deliver a high-quality service. 

________ We offer a complimentary initial consultation of up to 30 minutes for first-time clients. Any subsequent or recurring consultations are subject to a fee of $78.75 per hour, reflecting the time and expertise required to provide tailored advice and support. Please be assured that we strive to deliver exceptional value and results to all of our clients, and we will always be transparent about our fees and charges. 

________ A 4% fee is applied on all transactions made through debit and credit cards. 

________ If you are experiencing any difficulties in meeting your payment obligations, we encourage you to contact us prior to incurring any late fees to discuss a payment plan or other mutually beneficial solution. Please be advised that if a payment plan has not been arranged and your account remains unpaid for 90 days, it will become delinquent and may be sent to collections. 

 

Changes to our Terms and Conditions

If we decide to change our terms, we will post those changes on this page, and/or send an email notifying you of any changes. We encourage you to periodically review this page for the latest information on our privacy practices.

Contacting Us

If there are any questions regarding these terms and conditions you may contact us using the information below.
http://www.trupointaccountingandtax.com/contact-us.
860 E. S.R. 434
Longwood, Florida 32750
United States
info@trupointaccountingandtax.com

www.trupointaccountingandtax.com’s details

The full name of www.trupointaccountingandtax.com is TruPoint Accounting & Tax, LLC.

www.trupointaccountingandtax.com is registered in Florida, USA under registration number L14000155620.

DEPOSIT POLICY 

Last Updated: July 26, 2023 

Thank you for choosing TruPoint Accounting & Tax for your accounting and tax needs. As part of our commitment to providing high-quality services, we have implemented a deposit policy for large, complex, or extensive projects. This policy is designed to secure our resources and initiate work on projects that require significant time and effort. 

Deposit Requirement: 

1. Deposit Amount: For projects that are deemed large, complex, or extensive, a deposit equivalent to 50% of the estimated total fee will be required to begin our engagement. Our team will assess the scope of your project and inform you if the deposit is applicable. 

1. Project Eligibility: The deposit requirement will be applicable to projects that meet one or more of the following criteria: a. Large Projects: Projects involving multiple entities, extensive financial records, or complex transactions that require substantial analysis and reconciliation. b. Complex Projects: Projects with intricate tax scenarios, mergers, acquisitions, or reorganizations, demanding comprehensive tax planning and compliance. c. Extensive Projects: Projects with a high volume of transactions or data that necessitate additional resources and time to complete. 

Payment Method and Timing: 

1. Payment Method: Deposits can be made via the following methods: a. Bank Transfer: [Account Details] b. Credit Card: We accept all major credit cards. 

1. Timing: The deposit must be received before we can commence work on your accounting and tax requirements. Any delays in receiving the deposit may have an impact on the turnaround time for your deliverables. Our team will provide you with the deposit deadline upon determining the project’s eligibility. 

Confirmation and Project Commencement: 

1. Confirmation: Once we receive the deposit, we will send you a confirmation email along with an overview of the services to be provided, the estimated completion timeline, and any other relevant details. 

1. Project Commencement: Our team will initiate work on your project promptly after receiving the deposit, ensuring efficient progress and timely completion. 

Refund Policy: 

1. Cancellation by Client: If you decide to cancel the engagement BEFORE we commence work, the deposit will be refunded in full. 

1. Termination by TruPoint Accounting & Tax: In the unlikely event that we are unable to continue with our services due to circumstances beyond our control, we will refund the prorated deposit amount for any uncompleted work. 

Cancellation Policy:  

1. Cancellation by Client: If you wish to cancel our services AFTER we have commenced work, the deposit will not be refunded. However, you will only be billed for the work completed up to that point.  

1. Termination by TruPoint Accounting & Tax: In the event that we are unable to continue with the engagement due to unforeseen circumstances, we will refund the prorated deposit amount for any uncompleted work. 

Please note that routine services may not require a deposit, and our standard billing policies will apply. 

Communication: 

We encourage open and transparent communication throughout our engagement. Should you have any questions or concerns about the deposit or the scope of your project, please feel free to reach out to our team. 

By providing the required deposit for large, complex, or extensive projects, you acknowledge and agree to the terms outlined in this policy. 

Changes to our Terms and Conditions 

If we decide to change our terms, we will post those changes on this page, and/or send an email notifying you of any changes. We encourage you to periodically review this page for the latest information on our privacy practices. 

Contacting Us 

If there are any questions regarding these terms and conditions you may contact us using the information below.
http://www.trupointaccountingandtax.com/contact-us.
860 E S.R. 434
Longwood, Florida 32750
United States
info@trupointaccountingandtax.com 

www.trupointaccountingandtax.com’s details 

The full name of www.trupointaccountingandtax.com is TruPoint Accounting & Tax, LLC. 

www.trupointaccountingandtax.com is registered in Florida, USA under registration number L14000155620. 

Accounting & Tax Services Terms and Conditions

Last Updated: May 25, 2022

In the course of delivering services relating to accounting, tax return preparation, accounting & tax advisory, and assistance in accounting & tax controversy matters, TruPoint Accounting & Tax, LLC (we or us) applies customary practices intended to provide these services in a cost effective manner. This document describes certain of these customary practices, as well as other standard terms, conditions, and limitations relating to our provision of accounting & tax services. Except to the extent we expressly agree in a written instrument signed by our authorized representative that specifically refers to the engagement covered by this Engagement Letter, all services that we provide to any client or third party (you) relating to accounting, tax return preparation, accounting & tax consultation and advice, representation in any accounting & tax controversy matter, or any other federal, state, local, or foreign accounting & tax matter, are subject to the following terms, conditions, and limitations (these Terms). References to the “Engagement Letter” mean the letter or other document describing the scope of our services and the associated fee arrangement to which these Terms are attached. References to the “Code” mean the Internal Revenue Code of 1986, as amended.

1. Terms Regarding Tax Return Preparation

1.1 Scope of Return Preparation Services. Our services in preparing your tax returns are limited to tax return preparation, and our preparation of a return should not be viewed as assurance that any particular reported position is correct. If we become aware of a return position for which we believe a penalty under the Code is likely to apply, we will bring that position to your attention. If you would like us to advise you concerning any specific matter on your tax return, please contact us to discuss expanding the scope of our services. Any Accounting & Tax Advice rendered in connection with the preparation of any tax return is subject to the provisions described under “Terms Regarding Accounting & Tax Advice” below.

1.2 Reliance on Information. We will rely on the financial statements or other financial information that you provide. We will not investigate or verify any facts underlying the transactions reported on your tax return. If the actual facts differ from the facts represented to or understood by us, or if there are related facts of which we are not aware, the reporting of the transactions could be materially different than that reported on the returns prepared by us.

1.3 Our and Your Respective Responsibility for Accuracy. We will exercise due professional care and judgment to include all required information in your tax returns. The Code provides that by signing your returns, you are verifying that they are true, correct and complete. Accordingly, you should review each tax return carefully before signing it, and bring any questionable items or omissions to our attention.

1.4 Jurisdictions for Returns. We will prepare tax returns for those federal, state, and local jurisdictions requested by you in writing. We will advise you if we believe, based on the information that you provide us, that a tax return should be filed in any other jurisdiction, but we will not prepare any such tax return without your approval of the expansion of our scope of services.

1.5 Level of Assurance and Return Disclosures. The Code prohibits tax preparers from signing any tax return known to report any position (i) that is not supported by “substantial authority” unless certain disclosures are made concerning the position or (ii) attributable to certain “tax shelters” that the preparer does not reasonably believe is more likely than not correct. Because of the limited scope of analysis in evaluating a reporting position, a conclusion that disclosure is not required to enable us to sign a return may not be sufficient to avoid the application of tax penalties under the Code. Except as expressly provided in the Engagement Letter, we will not review any reporting position or perform any tax research for the purpose of either (i) determining whether a position can be reported without disclosure or (ii) determining whether tax penalties may apply. If you wish to report a position without disclosure on the return, or if you are concerned about the potential application of tax penalties, please contact us to discuss expanding the scope of our services to include rendering Accounting & Tax Advice intended to address your concerns.

1.6 Disclosure of Reportable Transactions. The Code and certain state laws require that you disclose on your tax return certain “reportable transactions” or “listed transactions.” There are significant financial penalties for failure to disclose these transactions, and these penalties may apply even if the transaction does not lead to an understatement of tax. Our tax return preparation services do not include any investigation to evaluate whether there are any reportable transactions that are required to be disclosed on your returns, but we will advise you if we conclude that any such disclosure is required. If you would like us to specifically review any potentially “reportable transaction” or “listed transaction,” please contact us to discuss expanding the scope of our services.

2. Terms Regarding Accounting & Tax Advice

2.1 Limitations on Oral and Email Communication. We may discuss with you our views regarding the accounting & tax treatment of certain items. We may also provide you with accounting & tax information in the body of an email. Any advice or information delivered orally or in the body of an email (as opposed to a memorandum delivered as an email attachment) will be based upon limited accounting & tax research and limited discussion and analysis of the underlying facts. Additional research or more complete review of the facts could affect our analysis and conclusions. Because of these limitations and the related risks, it may not be appropriate to proceed with any transaction or any tax return reporting position solely on the basis of any oral or email communication. You accept all responsibility for any loss, cost, or expenses resulting from your decision

 

• not to have us perform the research and analysis necessary to reach a more definitive conclusion and

 

• to instead rely on an oral or email communication. The limitation in this paragraph will not apply to an item of written Accounting & Tax Advice that is delivered to you as a document attached to an email.

2.2 Facts and Assumptions. Our investigation to confirm or verify any facts described in any letter, memorandum, or opinion addressing the application of accounting & tax laws to a particular situation (“Accounting & Tax Advice”) will be limited to the investigation described in the body of the Accounting & Tax Advice, and we will rely on the assumptions and representations described in the Accounting & Tax Advice. Any change in or addition to these facts, assumptions, or representations could materially and adversely affect our analysis and conclusions. If you for any reason believe that any facts, assumptions, or representations in any Accounting & Tax Advice are incorrect or incomplete, you must notify us immediately to discuss the impact on our analysis and conclusions. You should not rely upon any item of Accounting & Tax Advice that is based on facts, assumptions, or representations that you believe to be incorrect or incomplete.

2.3 Applicable Law. Unless expressly stated in our Accounting & Tax Advice, our analysis and conclusions will relate solely to federal income tax consequences under the Code as of the date of our Accounting & Tax Advice. If you would like us to address tax consequences to you under any other applicable tax law, please contact us to discuss expanding the scope of our services.

2.4 Issues Addressed. Each item of Accounting & Tax Advice will be limited to advice concerning the tax issues described in the Accounting & Tax Advice, and it may not consider all of the issues that may arise in connection with the transaction. Except as expressly stated in an item of Accounting & Tax Advice, our advice is not an endorsement of any particular transaction structure, nor is it a recommendation that any addressee proceed with the transaction structure described in the Accounting & Tax Advice.

2.5 Reportable Transactions. The Code and certain state laws require that you disclose on your tax return certain “reportable transactions” or “listed transactions.” There are significant financial penalties for failure to disclose these transactions, and these penalties may apply even if the transaction does not lead to an understatement of tax. We will not review any transaction to determine whether it is a “reportable transaction” or a “listed transaction” except as expressly provided in the Accounting & Tax Advice. If you would like us to review any transaction to determine whether it is a “reportable transaction” or “listed transaction,” please contact us to discuss expanding the scope of our services.

2.6 Level of Assurance for Accounting & Tax Advice; No Guarantee.

Many areas of tax law are unclear, and the application of the tax law to any particular facts may be subject to more than one interpretation. Our Accounting & Tax Advice will be based upon our interpretation of applicable law and regulations, and certain case and ruling authority as of the date of the Accounting & Tax Advice. The level of assurance for any particular item of Accounting & Tax Advice will depend on the underlying facts, the clarity of applicable law, regulations, rulings, and court cases, and the extent of factual due diligence and accounting & tax research performed. The conclusions in our Accounting & Tax Advice will be based on our good faith belief that they meet the level of assurance stated in the Accounting & Tax Advice. Obtaining Accounting & Tax Advice at a particular level of assurance may in some cases provide a defense to certain tax penalties, but you should not assume that an item of Accounting & Tax Advice will offer you protection from penalties except as expressly stated in the Accounting & Tax Advice.

Our analysis and conclusions will be based upon our professional judgement and will not be a guarantee of the ultimate tax consequences of the transactions described in the Accounting & Tax Advice, and will not be binding on the IRS or any tax authority, or any court. If you would like greater certainty regarding the tax treatment of any particular transaction, please contact us to discuss the possibility of obtaining a ruling from the appropriate tax authority.

2.7 Reliance and Distribution. Each item of Accounting & Tax Advice is rendered only for the benefit of the named addressee(s), and does not address the tax consequences to any other person or entity that is not an addressee. No person or entity other than the named addressee(s) may rely on the Accounting & Tax Advice. To avoid confusion regarding matters of reliance, our Accounting & Tax Advice may not be delivered to any other party unless you advise the recipient of these limitations on reliance. Unless expressly provided in an item of Accounting & Tax Advice, but subject to the limitation in the preceding sentence, you are free to share the Accounting & Tax Advice with any third party. You may deliver a copy of any Accounting & Tax Advice to the IRS or any tax authority for the purpose of demonstrating good faith and reliance on the analysis and conclusions expressed therein. You should be aware that the delivery of any item of Accounting & Tax Advice to a third party may act as a waiver of any otherwise available claim of privilege. Before delivering an item of Accounting & Tax Advice to a third party, we recommend that you consult with legal counsel to assess the matters relating to claims of privilege. We specifically disclaim and waive any liability or responsibility whatsoever for any unintentional uprisings in connection with our services. In that regard, you agree that we shall have no liability for any loss or damage to any person or entity resulting from Accounting & Tax Advice.

3. Terms Applicable to All Accounting & Tax Services

3.1 Scope of Services. Our services will be limited to the services specifically described in our Engagement Letter. Services in providing Accounting & Tax Advice or in preparing a tax return do not include representation in the event of an examination by the IRS or other tax authorities. If you need accounting & tax services beyond those specifically described in our Engagement Letter, these additional services would constitute either a separate engagement or an expansion of an existing engagement at an additional cost. Our agreement to provide services for one engagement does not obligate us to accept any other engagement.

3.2 Your Responsibilities. In order for us to provide effective services, you must cooperate with us and provide us with any information that we request, all on a timely basis. You must cause your employees and contractors to cooperate fully and timely with us. You must designate for us a person authorized to make or obtain all management decisions with respect to our services on a timely basis. We will rely in good faith on all information and management decisions communicated to us by you, your employees, or your contractors, and we will not be responsible for any loss or other obligation arising from our reliance.

Any failure to fulfill your responsibilities will be grounds for our suspending or terminating our services.

3.3 Decisions. While we will provide you with advice concerning accounting, tax return reporting and the tax consequences of certain transactions, you will retain all authority and responsibility for any decisions based on our advice.

3.4 Independent Contractor. For all accounting & tax services that we perform, we will be an independent contractor and not your employee, agent, or partner, and we will determine the method, details and means of performing our services. We assume full and sole responsibility for the payment of all compensation and expenses of our employees and for all of their applicable employee withholdings.

3.5 Confidentiality. We will maintain the confidentiality of your Confidential Information. We may disclose your Confidential Information to our employees and third party contractors as necessary to provide our services, including without limitation the disclosures authorized by paragraph 3.6. Without limiting the foregoing, we may in certain circumstances disclose your Confidential Information to software vendors for the purpose of obtaining technical support in the course of providing services to you, but it is our policy to require these vendors to maintain the confidentiality of Confidential Information disclosed to them. We may also disclose Confidential Information if required by a court or governmental agency, but we will use commercially reasonable efforts to inform you prior to disclosure. By agreeing to the Engagement Letter, you specifically authorize the disclosures described in this paragraph.

To protect your Confidential Information, you agree that you will not disclose any Confidential Information to us except as we request or as necessary for us to provide our services.

In certain circumstances, information that you disclose to us could be the subject of a claim of privilege, but you must generally assert and maintain the privilege claim. You should contact your legal counsel if you have questions concerning the availability of any privilege or how and whether to assert a privilege.

We will use reasonable precautions to protect your Confidential Information, but we have no obligation to employ any measures that you do not regularly employ in protecting your Confidential Information. Except as provided in the following sentence, “Confidential Information” means: (i) information contained in your internal financial and business records, (ii) information reported on your tax returns, and (iii) other information concerning you or your business that is marked “confidential” or otherwise identified as “confidential” in writing at the time of disclosure. Confidential Information does not include information (i) that is or becomes publicly available or generally known to persons in your industry without breach of our obligations under this section, or (ii) received by us after the termination of the Engagement Letter.

A majority of our clients choose to communicate with us by email, and we will use email unless a client directs otherwise. Because email is not secure, it may not be an appropriate means for sending certain confidential or sensitive data. If you are concerned about the security of particular information, please contact us to discuss alternative arrangements.

3.6 Engagement of Other Parties. In performing any accounting & tax services, we may engage the services of EPS frinancial, seasonal preparers, independent contractors, or other third party personnel. By engaging us, you have authorized us to allow employees of TruPoint Accounting & Tax and such other third parties access to your files, financial information and other confidential information. Our engagement of any third party does not affect our obligations to you.

3.7 Changes in Law. Subsequent changes to applicable law or regulations, or the issuance of new case or ruling authority, could materially and adversely affect the analysis and conclusions in an item of Accounting & Tax Advice or a position reported on a tax return. Neither the delivery of any Accounting & Tax Advice nor the preparation of a tax return is an undertaking on our part to advise you of any changes in law.

3.8 Possibility of Litigation. If the IRS or another tax authority adopts a position contrary to any analysis or conclusions in our Accounting & Tax Advice or to any position reported on a tax return, it might be necessary to pursue administrative appeals or litigation. Decisions of whether and how to pursue administrative appeals or litigation may be based on considerations of cost, publicity, and other matters unrelated to the technical merits of a tax position. In some cases, taxpayers elect not to pursue appeals or litigation even though a reported position may ultimately be sustained on appeal or in litigation.

3.9 Disclaimer of Legal and Investment Advice. Our services under the Engagement Letter and these Terms do not constitute legal or investment advice. We recommend that you retain competent legal counsel and investment advisers.

3.10 Warranty and Limitation. We warrant that our services will be performed with reasonable care in a diligent and competent manner. THIS WARRANTY IS OUR ONLY WARRANTY CONCERNING OUR SERVICES, AND IS MADE EXPRESSLY IN LIEU OF ALL OTHER WARRANTIES AND REPRESENTATIONS, EXPRESSED OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE, OR OTHERWISE, ALL OF WHICH ARE HEREBY DISCLAIMED.

3.11 Documents and Files. We may, or may not, retain the original documents in connection with the performance of our services. If we have retained such original documents, we will, upon your written request, return to you the original documents. We may retain copies of these documents for our files.

3.12 Work Product. We will deliver to you the items expressly enumerated in the Engagement Letter. All our work product and files will remain our property, and we retain all copyrights and intellectual property with respect to our work product. We, in our sole discretion, may provide you with access to or copies of our files, but you will be obligated to pay all costs associated with such access or copies.

3.13 Document Production and Testimony. If we are requested or authorized by you, or if we are required by government regulation, subpoena or other legal process, to produce any documents or files, or to make our personnel available as witnesses with respect to this engagement, you will, so long as we are not a party to the proceeding in which the information is sought, reimburse us for our professional time and expenses, as well as the reasonable fees and expenses of our counsel, incurred in responding to such requests.

3.14 Record Retention. Federal tax law requires us to retain either copies of tax returns we prepare or specified information relating to those returns, as well as certain other documents related to our tax services for varying time periods. Our current policy (which we may revise at any time and in our sole discretion) is to retain copies of tax returns and certain related workpapers for seven years after the return is filed, subject to casualties beyond our control. We provide our clients with a file copy of each federal income tax return for which we are a signing preparer, and we recommend that you retain this copy for at least seven years.

Although taxpayers are not required to retain their tax records for longer than our seven-year recommendation, there are situations in which tax returns older than seven years may contain information useful in future tax planning. For example, prior year returns may contain information relating to the basis of assets for gain/loss calculations, and corporations may use tax return information in calculating “earnings and profits” for corporate tax planning. We recommend that taxpayers consider maintaining separate accounting records or workpapers with this information. If you would like us to assist you in developing these separate records, please call us to discuss the scope of such a project.

It may also be advisable to retain accounting or tax records for longer than seven years for reasons unrelated to taxes. Decisions regarding document retention may involve a variety of legal considerations (e.g., statutes of limitations, rules of evidence), so you may wish to consult your legal counsel to address these legal considerations.

3.15 Conflicting Engagements. If we at any time determine in our sole discretion that a conflict of interest exists that prevents us from providing our services in accordance with applicable ethical rules, we will notify you of the conflict and may withdraw from representing you to the extent that such withdrawal is required or permitted by applicable ethical rules.

3.16 Extension Filing. Extensions are filed automatically for current clients with the IRS online or by mail. Due to the heavy tax seasons, we cannot guarantee an extension will be filed in a timely manner when requested by new clients within the same month of tax filing deadline. Filing an extension for individual returns gives you until October 15 to file a return. Filing an extension for calendar year business returns with a December 31 year end, will be extended until September 15th. For Partnerships, C Corporation and S Corporation returns, the extension is for 6 months. If a calendar year return, a C Corporation extension will be extended to October 15th. If a calendar year return, Partnership and S Corporation extension will be extended to September 15th.
* If extended due date falls on a Saturday, Sunday, or legal holiday, the due date is delayed until the next business day. Your return is considered filed on time if the envelope is properly addressed, postmarked, and deposited in the mail by the due date.
* To get the extension, you must estimate your tax liability and should also pay any amount due.

Please be aware that:
* An extension of time to file your return does not grant you any extension of time to pay your taxes.
* You should estimate and pay any owed taxes by your regular deadline to help avoid possible penalties.
* You must file your extension request no later than the regular due date of your return.

Refund Advances Terms and Conditions

1.The Refund Advance is an optional tax-refund related loan provided by Pathward, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, or $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

2. A marketing fee of $29.95 applies for every approved In-Season advance with e-Collect and e-Bonus programs or loans without a refund transfer. $0 Marketing Fees require e-Advance program or use of the FasterMoney® Prepaid Card for disbursement. Additional marketing fee applies for every approved advance with e-Collect and e-Bonus programs or loans without a refund transfer. Pre-Acknowledgement loans (approved prior to IRS Acknowledgement) have a $75 fee.

3. The FasterMoney® Discover® Prepaid Card is issued by Pathward, N.A., Member FDIC, pursuant to a license from Discover Network. Discover® and the Discover acceptance mark are service marks used by Pathward, Member FDIC, under license from Discover Financial Services. IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW CARD ACCOUNT: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens a Card Account. What this means for you: When you open a Card Account, we will ask you for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see a copy of your driver’s license or other identifying documents.

4. The Refund Transfer (RT) is an optional tax refund-related product offered by MetaBank®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.

Changes to our Terms and Conditions

If we decide to change our terms, we will post those changes on this page, and/or send an email notifying you of any changes. We encourage you to periodically review this page for the latest information on our privacy practices.

Contacting Us

If there are any questions regarding these terms and conditions you may contact us using the information below.
http://www.trupointaccountingandtax.com/contact-us.
860 E S.R. 434
Longwood, Florida 32750
United States
info@trupointaccountingandtax.com

www.trupointaccountingandtax.com’s details

The full name of www.trupointaccountingandtax.com is TruPoint Accounting & Tax, LLC.

www.trupointaccountingandtax.com is registered in Florida, USA under registration number L14000155620.

Affiliate Program Terms of Service

Enrollment in this Program

To begin the enrollment process, you will submit a completed Program Application through our website or activate your affiliate status in your account Back Office. Your account will be instantly active in our program. We will evaluate your account in good faith to ensure you comply with all our rules and agreements. We may reject your account if we determine in our sole discretion that you are unsuitable for the Program for any reason, including, but not limited to, if your social profile incorporates images or content that is unlawful, defamatory, obscene, harassing or otherwise objectionable, such as sites that facilitate illegal activity or promote violence or promote or assist others in promoting copyright infringement, or if your social profile is or promotes a business-opportunity program (collectively, “Content Restrictions”). Referral commissions and contingent fees are only for business development services, royalties and rights services, payroll services and miscellaneous services not related to preparing financials, audits, compilations or preparation of original or amended tax returns.

I. Parties to this Agreement

“TruPoint Accounting & Tax” is a Florida limited liability company with its principal place of business at 860 E SR 434, Longwood, FL 32750. This agreement is entered into by TruPoint Accounting & Tax and each of its Affiliate(s). “You”, “Your” refers to each and every affiliate or sub-affiliate of the TruPoint Accounting & Tax affiliate program. Participation in the program constitutes full and complete acceptance of the TOS set forth herein.

II. TruPoint Accounting & Tax Responsibilities

A. Coded URL

Upon your acceptance, TruPoint Accounting & Tax will provide you with a URL coded to specifically identify you, which will allow you to link to the TruPoint Accounting & Tax web site. You may post this link in any location, as many times as you like subject to the remaining terms of this agreement regarding acceptable links.

B. Tracking

TruPoint Accounting & Tax agrees to track the customers referred to TruPoint Accounting & Tax via the link provided to you for that purpose. TruPoint Accounting & Tax utilizes cookies to maintain tracking information for up to one year. TruPoint Accounting & Tax will pay you a commission for each such referral made in compliance with this agreement pursuant to the commission schedule and the terms set forth in this affiliate agreement.

C. Payments

TruPoint Accounting & Tax agrees to pay affiliate commissions upon receipt of all payment requirements to the specified destination which are on file in the Affiliates account.

III. Affiliate Responsibilities

A. Minimum Age

You agree that you are 16 years of age or older on the date that you first approve the terms hereof. You agree that you are in a jurisdiction where participation in the TruPoint Accounting & Tax affiliate program does not violate any law, ordinance, regulation or standard.

B. Operative Link

You agree to take full responsibility for ensuring the proper and continuing operation of your coded URL. You agree that you will notify TruPoint Accounting & Tax if your coded URL ceases to function or ceases to function properly.

C. Representations

You agree that you will not make any representations, promises, warranties or other statements about TruPoint Accounting & Tax or the TruPoint Accounting & Tax web site, products or policies other than as may be expressly approved in writing by TruPoint Accounting & Tax or as otherwise provided to you by TruPoint Accounting & Tax for that purpose.

D. Link

You may use the coded URL provided by TruPoint Accounting & Tax in any form you wish provided that your use of the URL is not in any way disparaging of TruPoint Accounting & Tax or otherwise not appropriate or acceptable in TruPoint Accounting & Tax’s sole opinion and judgment. You may not violate any copyright, trademark or other intellectual property right of TruPoint Accounting & Tax or any other party. You may not violate the TruPoint Accounting & Tax General Terms of Service.

E. Amendments

You agree that TruPoint Accounting & Tax may amend this agreement at any time without notice to you. You agree to keep advised of any changes to this agreement by checking the TruPoint Accounting & Tax web site on a periodic basis.

F. Customers of TruPoint Accounting & Tax

TruPoint Accounting & Tax will have the sole right and responsibility to service all customers secured through your coded URL. All dealings with customers for company services shall be directly and solely between customer and TruPoint Accounting & Tax. TruPoint Accounting & Tax shall have the right and obligation to determine all pricing and product offerings and shall have the right to make any changes thereto without notice to affiliate. All customers of TruPoint Accounting & Tax, regardless of origin or referral, are the sole property and responsibility of TruPoint Accounting & Tax.

G. Address Change

You agree to promptly notify TruPoint Accounting & Tax of any change in your mailing address. Any address changes must be made in your account Back Office at least 15 business days prior to the end of the calendar month in order for Commissions for that month to be sent to the revised address.

H. Promotion Restrictions

In addition, you acknowledge and agree you shall not:

Enter into any arrangement or agreement under which a third party pays you fees or shares in any revenues, royalties or commissions for the customers referred by you.

Purchase or generate traffic to your Web Site or Publishing Location by any of the following methods: listing on newsgroups, bulk emailing, icq postings, chat room postings, iframes, hitbots, click bots, spiders, cgi-scripts, JavaScript®, click farms, Flash®, forum posts, cookie stuffing, auction listings, banner/traffic exchanges, direct linking, PPC search on terms trademarked by TruPoint Accounting & Tax (or any variations or derivations thereof), or any other similar method. Some examples of prohibited keywords include, but are not limited to the following (including any variations, derivations or other compilations of the following):

“trupointaccountingandtax”

“trupointaccountingandtax coupon”

“trupointaccountingandtax review”

“tpat hosting”

“TruPoint Accounting & Tax coupon”

any keyword containing “TruPoint Accounting & Tax”, “tpat webhosting”, “tpat web”, “tpat hosting”, “trupointaccountingandtax”, “tpat host”, “host tpat”, “webhosting tpat”, “hosting tpat”, “hosting tpat”, “tpat webhost” or “tpat web host” and any derivations or variations thereof.

Share any revenue generated by your royalties, commissions or otherwise with any referred customer directly or indirectly (“Subsidized Sale”). Any such Subsidized Sale will not be considered a valid sale and will not carry a commission. Determination of whether a sale is considered a Subsidized Sale is in the sole discretion of TPAT.

IV. Commissions

A. Commission Rate

Commissions are paid on a one-time basis for each new account purchased via referral form or your coded URL subject to the terms and conditions set forth herein. TPAT reserves the right to determine whether a sale is considered a valid sale, in its sole discretion, according to internal mechanisms and automated systems, and may adjust commissions at the time of payout to ensure only valid sales for new customer accounts carry a commission payment. Determination of whether a sale is considered valid is in the sole discretion of TruPoint Accounting & Tax. An account that is purchased either in an affiliate’s name (or a name other than the true customer) will not be treated as a new customer account upon which a full commission is paid. There will be no obligation to pay any other commission. The current commission rate for affiliate sales are based on the product as well as the billing cycle of the purchased product.

Earn 10% as an affiliate on all Active Orders made through “Your Unique Referral Link” and/or manual referral form. Commissions dollar value vary between Fifty Dollars ($50.00) and Three Hundred and Fifty Dollars ($350.00) for Business Development Services and between Fifteen Dollars ($15) and One Hundred Dollars ($100) for Royalties & Rights Services.

Product Type	Product Name	Billing Cycle	Commission Credited
Business Development Services	Business Plan I	One Time Billing Cycle	Eighty Eight Dollars ($88.00)
	Business Plan II	One Time Billing Cycle	One Hundred Seventy Five Dollars ($175.00)
	Business Plan III	One Time Billing Cycle	Three Hundred Fifty Dollars ($50.00)
	Business Startup	One Time Billing Cycle	Fifty Dollars ($50.00)
	501(c)(3) Tax Exempt Business Startup	One Time Billing Cycle	Seventy Five Dollars ($75.00)
	Business Dissolution/Withdrawal	One Time Billing Cycle	Fifty Dollars ($50.00)
	Annual Report	12 Month Billing Cycle	Ten Dollars ($10.00)
Royalties & Rights Services	Basic Bundle	One Time Billing Cycle	Fifteen Dollars ($15.00)
	Deluxe Bundle	One Time Billing Cycle	Fifty Dollars ($50.00)
	Premium Bundle	One Time Billing Cycle	One Hundred Dollars ($100.00)

NO COMMISSIONS WILL BE CREDITED FOR BUSINESS DOMAIN REGISTRATIONS. Commissions are paid on new accounts only (current or previous customers of the company are not eligible) and not on any subsequent renewal or subsequent signups of a referred customer. A commission is not finalized until it becomes a Qualified Commission, even after the payment of a commission has been made.

B. Qualified Commission

A “qualified commission” is one for which the new account which is the subject of the commission has active order paid in full and/or has remained in good standing continuously for at least 180 days from its inception. TruPoint Accounting & Tax shall make all decisions as to whether any commission is a “qualified commission.” If at any time after a commission has been awarded and/or paid and the related customer’s account is terminated or canceled, for any reason, this commission will be revoked and subtracted from any standing or future commissions account balance you may have.

TPAT reserves the right to pay only for referrals from customers that are Active. An Active customer is defined as a customer who, in the sole discretion of TPAT, has active services.

Any affiliate referral that is not specifically identified as such by the affiliate within thirty (30) days from the date of completion of the sale shall not be credited to affiliate’s account and you will not be paid for any such referral.

C. Payment Date

Payments will only be paid once your commissions account balance reaches a minimum level of at least Fifty Dollars ($50) owed. TruPoint Accounting & Tax shall make no payment to you until this minimum balance is achieved. Commissions will be paid 7 days after a sale meeting the minimum level was completed. Commissions are processed within 7 to 15 business days of the payout month.

D. Payment Form

Commissions can be paid in any of three available methods. These are by a TruPoint Accounting & Tax check (drawn on a United States bank and in US Dollars), bank wire, or through a PayPal account.

Checks are sent to the address you provide at registration. Any changes to this address must be sent via email to affiliates@trupointaccountingandtax.com. TruPoint Accounting & Tax is not liable or responsible for any inability or cost associated with accepting or claiming this check.

For payments to be made by bank wire, the following information must be sent to affiliates@trupointaccountingandtax.com: your affiliate username, bank account title, bank name, bank address, the account number, and either an ABA, Swift, or IBAN code.

For payments to be made through PayPal, you must provide us with your affiliate username and your PayPal ID. As with the information necessary for wire transfers, this information should be sent to affiliates@trupointaccountingandtax.com.

E. Affiliate Costs Associated with Commission Payout Type

1. Checks:

No fees will be associated with checks

2. ACH’s:

No fees will be associated with ACH. ACH is for accounts within the United States

3. WIRE FEES:

The affiliate will be charged $40 if requesting a wire which will be deducted from payout being paid. This is the cost incurred by TruPoint Accounting & Tax from its partner banks and will be deducted from the Affiliates commission. Please be aware your international intermediary bank may also deduct a fee that is on a per bank basis.

4. PAYPAL:

Using PayPal, the affiliate will get a deduction of 2.9% of the total amount plus a flat rate of $.30 per payment, this deduction is similar to a credit card processing fee.

F. Tax Regulation

Due to the tax laws though the Internal Revenue Service (IRS), the United States Department of Treasury requires that every individual or corporation who is receiving affiliate commissions must submit a completed and signed W8 form or W9 form. Before we can conduct affiliate payouts, we must have the completed and signed form in our possession and made available to IRS. You may download a blank W8 document here, or a blank W9 document here.

If TruPoint Accounting & Tax does not receive the necessary tax or payment information within 120 days of a Commission Fee being earned, TruPoint Accounting & Tax will consider that Commission Fee to be forfeited by the Affiliate and no payment will be issued.

You are responsible for the payment of all taxes related to the commissions you earn under this Agreement. In compliance with tax laws, TruPoint Accounting & Tax will issue a Form 1099 to Affiliates whose earnings meet or exceed the applicable amount warranting the Form 1099.

The W9 form is for US residents whereas the W8 form is for international affiliates. To avoid any delays in your affiliate payments, please submit the appropriate document, properly filled out and signed, to one of the following resources:

Fax: (321) 282-6001

Send a scanned copy through Support Ticket

G. ROYALTIES & RIGHTS Affiliates

If you plan on promoting Royalties & Rights Services please email Affiliate Manager for more details.

H. Cancellation Fees

If TruPoint Accounting & Tax reissues a commission check at an affiliate’s request, a $36.00 check cancellation fee will be deducted from the reissued check.

V. Ownership and Licenses

A. Property Ownership

Each party to this agreement shall retain all right, title and interest in its names, logos, trademarks, service marks, trade dress, copyrights and proprietary technology, including, without limitation, those names, logos, trademarks, service marks, trade dress, copyrights and proprietary technology currently used or which may be developed and/or used by it in the future.

B. License

TruPoint Accounting & Tax grants you as an affiliate a revocable, non-exclusive, worldwide License to use, reproduce and transmit the TruPoint Accounting & Tax logos, trademarks and service marks for the sole purpose of facilitating a link between your posting sites and TruPoint Accounting & Tax to accomplish the purpose and intent of this affiliate agreement. You may also use the links and images located in your account affiliate section prepared specifically for that purpose subject to the same terms and conditions. You may not otherwise use, copy, distribute, change, modify, or otherwise alter any such property. This License is neither assignable nor transferable.

C. Cease use upon Demand

You agree to immediately cease the use of any mark upon request made by TruPoint Accounting & Tax to the email address provided by you and maintained on file for you by TruPoint Accounting & Tax. You agree to immediately cease the use of any link created by you to TruPoint Accounting & Tax upon request by TruPoint Accounting & Tax to the email address provided by you and maintained on file for you by TruPoint Accounting & Tax.

VI. Termination

A. Effect upon Commission

Either party may terminate this agreement at any time upon notice in writing to the other party. Other than any termination under paragraph 6.B. herein, any commission which has become a qualified commission as of the date of such termination will be paid post termination. Any commission, which is not a qualified commission as of the date of notice of termination, shall not thereafter become a qualified commission.

B. Breach of this Agreement

The breach of this agreement, or any provision thereof, knowingly or otherwise, willful or otherwise, is grounds for immediate suspension or at the sole option of TruPoint Accounting & Tax termination of this agreement in its entirety.

C. Suspension

Suspension under this paragraph shall mean the withholding of all commission payments qualified or otherwise until such breach is cured. Suspension if not cured within a reasonable time as determined by TruPoint Accounting & Tax will become a termination under 6.B. as of the date of the initial suspension.

D. Survival

Upon termination of this agreement all rights and licenses granted by this agreement are immediately revoked. Sections VII shall survive such termination and remain in full force and effect.

VII. General

A. Authority

Each party represents to the other that it has full binding authority to enter into this agreement and in the case of any entity other than an individual that the parson assenting to the terms of this agreement has the full binding authority of the entity purportedly bound.

B. Non-Infringement

You agree that in the course of any performance under this agreement or otherwise with respect to any dealings between you and TruPoint Accounting & Tax that you will not infringe on any third party’s copyright, patent, trademark, trade secret or other proprietary rights or right of publicity or privacy.

C. Violation of Law

You vow to uphold the laws of your respective jurisdiction and that you will not violate any applicable law, ordinance, regulation or standard. You understand and accept responsibility to file any necessary paperwork or tax forms with the appropriate parties for any and all payments made as a result of this service and the terms and conditions set forth herein.

D. Terms of Service

You agree that in the course of any performance under this agreement or otherwise with respect to any dealings between you and TruPoint Accounting & Tax that you agree to be bound by all terms and conditions of this document and any applicable terms and conditions set forth in the TruPoint Accounting & Tax Terms of Service which are incorporated herein as though set forth at length herein.

E. Unsolicited Email

You agree that in the course of any performance under this agreement or otherwise with respect to any dealings between you and TruPoint Accounting & Tax that you will not use or otherwise permit the use of unsolicited commercial email (a.k.a. SPAM) in relation to the TruPoint Accounting & Tax Affiliate Program.

F. Defamation/Libel

You agree that in the course of any performance under this agreement or otherwise with respect to any dealings between you and TruPoint Accounting & Tax that you will not transmit any information which is or might be considered to be defamatory or libelous.

G. Decency

You agree that in the course of any performance under this agreement or otherwise with respect to any dealings between you and TruPoint Accounting & Tax that you will not transmit any information which is or might be considered to be lewd, pornographic or obscene.

H. Unfair Competition

You agree that in the course of any performance under this agreement or otherwise with respect to any dealings between you and TruPoint Accounting & Tax that you will not violate any laws regarding unfair competition, anti-discrimination or false advertising or the TruPoint Accounting & Tax Terms of Service.

I. Damage to TruPoint Accounting & Tax

You agree that in the course of any performance under this agreement or otherwise with respect to any dealings between you and TruPoint Accounting & Tax that you will not take any action that would in any way damage TruPoint Accounting & Tax or otherwise compromise it’s servers or equipment including utilize or otherwise transmit at any time contain viruses, Trojan horses, worms, time bombs or other similar harmful or deleterious programming routines.

J. No Automatic Links

You agree not to utilize any link that is or can be initiated automatically without the user clicking on the link.

K. Warranty Disclaimer

YOU ACKNOWLEDGE AND AGREE THAT ANY SERVICES OR MATERIALS PROVIDED BY TRUPOINT ACCOUNTING & TAX PURSUANT TO THIS AGREEMENT ARE PROVIDED AS IS, WITH ALL FAULTS AND AS AVAILABLE, AND THAT TRUPOINT ACCOUNTING & TAX MAKES NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, AND SPECIFICALLY DISCLAIMS, ON ITS OWN BEHALF ON AND BEHALF OF ITS SUPPLIERS, DISTRIBUTORS AND LICENSORS, ANY WARRANTIES AS TO THE USEFULNESS, ACCURACY, RELIABILITY OR EFFECTIVENESS OF ANY SERVICES OR MATERIALS PROVIDED HEREUNDER OR THAT THE SERVICES PROVIDED HEREUNDER WILL BE UNINTERRUPTED, ERROR FREE OR AVAILABLE THROUGH ANY PARTICULAR METHOD OF DISTRIBUTION, OR THAT ANY SERVICES OR MATERIALS PROVIDED PURSUANT TO THIS AGREEMENT WILL WORK WITH EVERY INTERNET BROWSER, OR THAT DEFECTS HAVE BEEN OR WILL BE CORRECTED, OR THAT SUCH SERVICES OR MATERIALS WILL MEET THE NEEDS OF ANY PARTY. WITHOUT LIMITING THE FOREGOING, AND EXCEPT AS OTHERWISE PROVIDED HEREIN, TRUPOINT ACCOUNTING & TAX DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN NO EVENT WILL TRUPOINT ACCOUNTING & TAX BE LIABLE TO YOU FOR ANY SERVICE FAILURE, DISRUPTION, DOWNTIME OR INCORRECT LINKAGE UNDER THIS AGREEMENT.

L. Limitation of Liability

IN NO INSTANCE SHALL TRUPOINT ACCOUNTING & TAX BE LIABLE TO YOU FOR LOST PROFITS OR ANY CONSEQUENTIAL, SPECIAL, INCIDENTAL OR INDIRECT DAMAGES, HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY (INCLUDING WITHOUT LIMITATION, NEGLIGENCE), ARISING OUT OF OR RELATED TO THIS AGREEMENT WHETHER OR NOT TRUPOINT ACCOUNTING & TAX HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. YOU ACKNOWLEDGE THAT COMMISSIONS AGREED UPON IN THIS AFFILIATE AGREEMENT ARE BASED IN PART UPON THESE LIMITATIONS, AND THAT THESE LIMITATIONS WILL APPLY NOTWITHSTANDING ANY FAILURE OF ESSENTIAL PURPOSE OF ANY REMEDY. Notwithstanding the foregoing, this section shall not limit either party liability to the other for (i) willful or malicious misconduct; (ii) gross negligence; (iii) indemnification under Section 7.M. or (iv) either party’s liability for death or personal injury or their own acts of fraud.

M. Indemnification

You agree to indemnify, defend and hold harmless TruPoint Accounting & Tax and its affiliates, directors, officers, employees and agents, harmless of and from any and all liability, losses, damages, injuries or expenses (including attorney’s fees and expert witness charges) arising out of any claimed or alleged action or inaction toward any third party whether such claimed or alleged action or inaction arises out of a claim of misuse of copy written materials, License violation, domain misuse, trademark misuse or any active or passive negligence.

N. Independent Contractors

Each party shall act as an independent contractor and shall have no authority to obligate or bind the other in any respect.

O. Choice of Venue

This Agreement has been made in and shall be construed and enforced in accordance with the laws of the state of Florida. Any action to enforce this Agreement shall be dealt with by the appropriate court of competence within Seminole County.

P. Severability

The provisions of this Agreement are independent of and separable from each other, and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part.

Q. Integration

This agreement constitutes the entire understanding of the parties and revokes and supersedes any and all prior agreements and is intended to be a full and complete expression of the agreement between the parties. This agreement shall not be modified except in writing by the posting of a new agreement by TruPoint Accounting & Tax on the TruPoint Accounting & Tax web site.

R. Use Constitutes Full Acceptance and Signature

Your agreement to the terms set forth herein is manifested by any participation in the TruPoint Accounting & Tax affiliate program including the submission of the affiliate application form and the collection of any commission under this agreement. This agreement may be modified, amended, altered or otherwise changed by TruPoint Accounting & Tax without notice to any other party other than changing the agreement itself made available by TruPoint Accounting & Tax to the affiliates on the TruPoint Accounting & Tax web site.

Last Updated: February 25, 2019

ACHIEVEMENTS, REWARDS & PRIZES

TERMS AND CONDITIONS

 

The TruPoint Accounting & Tax, LLC Achievements, Rewards & Prizes program (“Program”) sponsored by TruPoint Accounting & Tax, LLC (“Sponsor”) is designed to help you get the most out of your Affiliate Membership. We reward you for doing the things you already do: buy services on Tpat.tax (the “Site”) and receive reward points for qualified referral orders. The following Achievements, Rewards & Prizes terms and conditions (these “Achievements, Rewards & Prizes Terms and Conditions”) contain important information regarding the Program. Please read the following Achievements, Rewards & Prizes Terms and Conditions carefully. These Achievements, Rewards & Prizes Terms and Conditions are a binding agreement between you and Sponsor and will govern your participation in any and all Program offers. Participation in the Program constitutes your agreement to the Site Terms and Conditions, and the Site Privacy Policy, which are incorporated herein.

Being eligible for the Program entitles Affiliate Members (“Affiliate Members”) to take advantage of certain Program achievements, rewards and prizes (“Achievements, Rewards & Prizes”) that may change from time to time and, which may be made available for limited times, all as determined by Sponsor in its sole discretion. Sponsor reserves the right to modify these Achievements, Rewards & Prizes Terms and Conditions at any time, without notice to you, so it is important to check the Achievements, Rewards & Prizes Terms and Conditions periodically. Participation in the Affiliate Program and/or redemption of Achievements, Rewards & Prizes is considered acceptance of these Achievements, Rewards & Prizes Terms and Conditions and any modified terms included therein. Sponsor may, in its sole and absolute discretion, cancel, change, suspend or modify any aspect of the Program and/or any Program Achievements, Rewards and Prize at any time, including the availability of any Program Achievements, Rewards and Prize, without notice.

Program Period

This Program will continue until terminated, suspended, modified, or converted to another rewards program by Sponsor (the “Program Period”).

Eligibility

To become a Member of the Program, you must be a legal resident of the fifty (50) United States or District of Columbia, Guam, Puerto Rico, and the US Virgin Islands and be 16 years of age or older. To enroll in Program, you simply need to have registered for a TruPoint Accounting & Tax, LLC account at https://trupointaccountingandtax.com/office/register.php, activate affiliate status and submit completed and signed W8 form or W9 form.

Earning Achievements, Rewards & Prizes

Once you have become an Affiliate Member, you can begin racking up TruPoint Accounting & Tax, LLC Achievements, Rewards & Prizes (“Achievements, Rewards & Prizes”) the following ways:

• Register for a TPAT Account — you earn 1 point towards Achievements, Rewards & Prizes.
• Sign up for a TPAT Affiliate Membership — you earn 1 point towards Achievements, Rewards & Prizes.
• Referrals — earn 1 point for each qualifying order.
• Tell us what you think — earn 1 point when completing customer satisfaction surveys.
• Silver Member – earn 30 points, receive 5% Lifetime Discount
• Gold Member – earn 50 points, receive 10% Lifetime Discount
• Diamond Member – earn 100 points, receive 15% Lifetime Discount

Sponsor reserves the right to suspend, terminate, revalue or modify, without liability, or notice to Affiliate Members, all or part of the Achievements, Rewards & Prizes’ value structure and offers and any merchandise or service. Sponsor reserves the right to adjudicate all Achievements, Rewards & Prizes discrepancies in its sole discretion, and the Affiliate Members agree to abide with any such adjudication. You can check your referral orders and track their status on your affiliate’s page.

TruPoint Accounting & Tax, LLC Achievements, Rewards & Prizes Redemption

The more points you earn, the higher the value of reward or prize. Each order equals 1 point. You will not be able to use your points for Achievements, Rewards & Prizes until you accrue qualifying order amounts, at which point they will become available for redemption. After you redeem points for qualifying orders for Achievements, Rewards & Prizes, used orders are not reusable.

Refunds & Returns

Affiliate orders will be rescinded in the event that such purchase is returned for a refund.

Achievements, Rewards & Prizes Balance

You can always check your Points Awarded in your account page. Your Account page lists your Achievements, Rewards & Prizes balance history, which displays the dates your Achievements, Rewards & Prizes were earned.

Achievements, Rewards & Prizes Expiration

Achievements, Rewards & Prizes will never expire.

Achievements, Rewards & Prizes Forfeits

If Affiliate Member cancels, Affiliate Member forfeits all such Achievements, Rewards & Prizes – including Achievements, Rewards & Prizes earned for any other open order.

Achievements, Rewards Conditions

Achievements, Rewards may be taxable, depending on the value of the item and the federal, state, and local tax laws applicable to Affiliate Member. Affiliate Members are solely responsible for reporting such items on their tax returns and paying any associated tax liability. Affiliate Members may not assign or transfer any Achievements, Rewards. Sponsor makes no warranty in any respect as to any Achievements, Rewards, merchandise or service available within the Program.

Termination

Sponsor may, in its sole and absolute discretion, cancel, change, suspend, or modify any aspect of the Program and/or any Achievements, Rewards & Prizes at any time, including the availability of any Achievements, Rewards & Prizes, without notice. Sponsor may, in its sole and absolute discretion, terminate or suspend any Affiliate Member’s participation in the Program for breach of these Achievements, Achievements, Rewards & Prizes Terms and Conditions, or for taking any actions that are inconsistent with the intent of these Terms and Conditions. Sponsor reserves the right at its sole discretion to prohibit any Affiliate Member from participating in any aspect of the Program if Sponsor deems or suspects that such Affiliate Member has engaged in or has attempted to engage in any of the following: (a) acting in violation of these Achievements, Rewards & Prizes Terms and Conditions; or (b) damaging, tampering with or corrupting the operation of the Program or Site; or (c) acting with intent to annoy, harass or abuse any other person; or (d) any inappropriate, uncooperative, disruptive, fraudulent, potentially fraudulent, or unusual behavior or activity; or (e) activity deemed in the sole discretion of Sponsor to be generally inconsistent with the intended operation of the Program. Any decision Sponsor makes relating to termination or suspension of any Member’s participation in the Program shall be final and binding in all respects. Sponsor shall be the sole determiner in cases of suspected abuse, fraud, or breach of these Achievements, Rewards & Prizes Terms and Conditions or intent of these Achievements, Rewards & Prizes Terms and Conditions.

Release

By participating in the Program, Affiliate Members release Sponsor, its parent company, subsidiaries, affiliates, suppliers, advertising and promotions agencies and their respective directors, officers, employees, and agents (collectively, “Released Parties”) from any and all liability for any loss, harm, damages, cost or expense, including, without limitation, property damages, personal injury and/or death, arising out of or in any way connected to the Program and/or the use of any Achievements, Rewards & Prizes.

Indemnification

Affiliate Members agree to indemnify, defend and hold Sponsor and its representatives and agents harmless from and against any and all third party claims, demands, liabilities, costs or expenses, including attorney’s fees and costs, arising from, or related to any breach by Affiliate Member of any of these Achievements, Rewards & Prizes Terms and Conditions or any violation by Member of applicable law.

Governing Law

The laws of the State of New Jersey shall govern these Achievements, Rewards & Prizes Terms and Conditions. Member hereby expressly consents to exclusive jurisdiction and venue in the courts located in Orlando for all matters arising in connection with these Achievements, Rewards & Prizes Terms and Conditions or Affiliate Member’s participation in the Program.

Last Updated: February 25, 2019

Registered Agent Services Terms and Conditions

Updated: January 12, 2021

Welcome to the Terms of Service for TruPoint Accounting & Tax, LLC (“TPAT”) registered agent, resident agent, agent for service of process, and statutory agent services (whichever is applicable to your state of service, collectively referred to as the “Registered Agent Service(s)” or “RA Service(s)”). RA Services may be sold as a standalone product or bundled with other TPAT packages. Currently only provided within Business Development service.

In addition to the other TPAT terms, these terms of service (the “RA Terms of Service” or “RA Terms”) constitute a legal agreement between you and TPAT detailing your use of the TPAT Registered Agent Services. This Agreement, and its terms, conditions, limitations, and requirements, is effective as of the date you accept its terms by purchasing the RA Services, accepting a promotional trial thereof, or purchasing a package that includes RA Services (the “Effective Date”). Please read these RA Terms carefully.

THIS AGREEMENT, THE TPAT TERMS OF USE, TERMS OF SERVICE, PRIVACY POLICY, AND ANY OTHER APPLICABLE TERMS, CONSTITUTE THE “AGREEMENT” BETWEEN YOU AND TPAT. YOU MUST ACCEPT AND ABIDE BY THESE TERMS AS PRESENTED TO YOU: CHANGES, ADDITIONS OR DELETIONS ARE NOT ACCEPTABLE AND TPAT MAY REFUSE OR DENY USE OF THE RA SERVICE FOR NONCOMPLIANCE WITH ANY PART OF THIS AGREEMENT. These RA Terms affect your legal rights and obligations. If you do not agree to be bound by all of these RA Terms, do not purchase, access or use the Registered Agent Services. To request a refund, contact the TPAT Customer Service at (407) 362-1558.

1. Description of Registered Agent Services. You are purchasing RA Services for a specific company. TPAT agrees to serve as the Registered Agent for the company specified in your order during the period of time (“RA Service Term”) purchased.
2. Service Provider.

You acknowledge and agree that TruPoint Accounting & Tax, LLC does or may work with third-party providers and sub-providers (each, a “TruPoint Accounting & Tax, LLC Registered Agent” or “Registered Agent”) of our choice to provide some or all of the Registered Agent Services. You acknowledge and agree that any such Registered Agent may provide Registered Agent Services to you.

1. Limitations

Except as otherwise specified in this Agreement, your Registered Agent’s services are limited to the filing of business formation documents as part of our Business Development services. We DO NOT include listing our Florida business address as your physical, principal, mailing, and registered agent address.

1. Correspondence Name and E-mail Address

Correspondence Name and E-mail Address will be assigned to your client name and email on account. This is the address all correspondence, certified copies, and certificates of status pertaining to this filing will be sent. It is also the address that will be used for all future annual report filing notices unless you decide to change the entity’s e-mail address. You may change the entity’s e-mail address at any time.

IMPORTANT NOTICE: Your Department of State will send the annual report reminder notices to the entity’s last known e-mail address. It is the recipient’s (You) responsibility to forward the reminder notices to TruPoint Accounting & Tax, LLC for any future filing for annual reports.

1. Customer Responsibility to Provide Accurate and Updated Information.

It is your responsibility to contact TPAT with changes to your contact information and business status (such as dissolved or inactive) within 30 days of the change. Failure to do so may result in the termination of your services. You acknowledge that neither TPAT nor your Registered Agent is liable to you for damages resulting from your failure to update or provide accurate information to TPAT.

1. Notice of Automatic Renewal.

At your request, we may send a reminder email to your account’s email address before your Billing Date. Unless required by law in the state where you reside, TPAT is not obligated to provide this notice. You acknowledge that (i) your failure to read, (ii) your inability to receive, or (iii) TPAT’s failure to send the email creates no liability for TPAT or any third-party service.

A registered agent is legally required for all corporate filings for every state, with no exceptions. If you’re incorporating a company, forming a LLC, registering an out of state entity for a certificate of authority or certificate of registration, or you are just getting ready to incorporate, you’ll need a registered agent. All corporate filings must list a physical address. A post office box is not acceptable.

The registered agent may be an individual or another business entity with an active filing or registration. A business entity cannot serve as its own registered agent; however, an individual associated with a particular business entity may serve as the entity´s registered agent. In other words, 123 ENTERTAINMENT, INC. cannot list itself (123 ENTERTAINMENT, INC.) as its own registered agent. However, Anderson Wright, who is the president of 123 ENTERTAINMENT, INC., may serve as the registered agent for 123 ENTERTAINMENT, INC.

If you choose to order RA Services as a standalone service:
– Correspondence Name And E-mail Address will be assigned to TruPoint Accounting & Tax staff member
– We will send you timely reminders to file your Florida annual reports, and you can always track your due dates in your Back Office Account and client portal.
– We can handle all of the paperwork, offer one year of registered agent service, and file everything with your state department.
– We include everything you’ll need to take your paperwork to the bank and open up a bank account.

Annual Reports & Taxes
Normal filings are processed by the state within 2 weeks minimum after they receive them or unless otherwise notified. Once registered to do business, you’ll have an annual report due each year. These are due May 1st each year and cost $150 for corporations and $138.50 for LLCs in Florida. Additional fees not included.

2. Indemnification. You agree to protect, defend, indemnify, and hold TPAT harmless from and against any and all claims, causes of action, liabilities, judgments, penalties, losses, costs, damages, and expenses (including attorneys’ fees and all related costs and expenses of litigation at arbitration, or at trial or on appeal, if any, whether or not litigation or arbitration is instituted) suffered or incurred by us, including, without limitation, any claim for personal injury or property damage, arising from:
3. This Agreement;
4. The RA Services provided to you;
5. Your use of the RA Services, including without limitation any copyright infringement claims that could arise from your Registered Agent scanning Legal Mail or other documents;
6. The failure of any third party, USPS, or any commercial delivery or courier service, to provide delivery or courier services accurately and on time;
7. Loss, damage, or destruction of your Legal Mail by any cause whatsoever whether or not attributable to our negligence or intentional act;
8. Any violation by you of any federal, state, or local laws, statutes, rules, or regulations; and
9. TPAT or its agents being named as defendant in an action based on your alleged or actual conduct.

For purposes of this Agreement, the indemnified parties shall include TPAT and its owners, affiliates, subsidiaries, parents, shareholders, members, successors, assigns, representatives, franchisees, officers, directors, agents, attorneys, and employees.

3. Limitation of Liability.

YOU AGREE AND ACKNOWLEDGE THAT NEITHER TPAT NOR YOUR REGISTERED AGENT IS LIABLE FOR ANY DAMAGE TO LEGAL MAIL OR LOSS OF LEGAL MAIL DURING OR AFTER MAILING OR SHIPMENT TO YOU. NEITHER TPAT NOR YOUR REGISTERED AGENT IS RESPONSIBLE FOR LEGAL MAIL FOR WHICH THERE IS NO RECORD OF RECEIPT BY EITHER OF US. ANY ADDITIONAL INSURANCE IN EXCESS OF THE STANDARD AMOUNT INSURED BY CARRIERS, IF ANY, MUST BE AUTHORIZED AND PAID FOR IN ADVANCE BY YOU. YOU ACKNOWLEDGE AND AGREE THAT NEITHER TPAT NOR YOUR REGISTERED AGENT HAS ANY RESPONSIBILITY OR OBLIGATION TO INSURE ANY LEGAL MAIL OR SHIPMENTS SENT TO YOU.

NEITHER TPAT NOR YOUR REGISTERED AGENT SHALL BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY LOSS OR INJURY ARISING OUT OF OR CAUSED, IN WHOLE OR IN PART, BY NEGLIGENT ACTS OR OMISSIONS IN COMPILING, COLLECTING, PROCESSING, COMMUNICATING, OR DELIVERING LEGAL MAIL OR HANDLING PHYSICAL OR DIGITAL DOCUMENTS, DIRECTLY OR INDIRECTLY. YOU AGREE AND ACKNOWLEDGE THAT THE TOTAL AMOUNT OF OUR LIABILITY, IF ANY, FOR ANY AND ALL CLAIMS, CAUSES OF ACTION, DAMAGES, LOSSES, OR JUDGMENTS ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE AMOUNT PAID FOR THE REGISTERED AGENT SERVICE WITHOUT REGARD TO THE NATURE OF THE CLAIM, LOSS, OR DAMAGE INCURRED, EXCEPT AS PROVIDED IN THE DISPUTE RESOLUTION BY BINDING ARBITRATION SECTION OF THE TERMS OF SERVICE. NEITHER TPAT NOR YOUR REGISTERED AGENT SHALL BE LIABLE FOR ANY OTHER LOSS, CLAIM, DAMAGE, OR INJURY ARISING OUT OF, RELATED TO, OR IN ANY WAY CONNECTED WITH THIS AGREEMENT OR THE PROVISION OF ANY SERVICES PURSUANT TO THIS AGREEMENT.

Changes to our Terms and Conditions

If we decide to change our terms, we will post those changes on this page, and/or send an email notifying you of any changes. We encourage you to periodically review this page for the latest information on our privacy practices.

Contacting Us

If there are any questions regarding these terms and conditions you may contact us using the information below.
http://www.trupointaccountingandtax.com/contact-us.
860 E. S.R. 434
Longwood, Florida 32750
United States
info@trupointaccountingandtax.com

www.trupointaccountingandtax.com’s details

The full name of www.trupointaccountingandtax.com is TruPoint Accounting & Tax, LLC.

www.trupointaccountingandtax.com is registered in Florida, USA under registration number L14000155620.