Terms of Service

Flat Rate Bookkeeping and Taxes, Inc.
Updated January 1, 2025

Please read these Terms of Service (“Terms”) carefully before using services provided by Flat Rate Bookkeeping and Taxes, Inc. (“we,” “us,” or “our”).

By engaging our services, you agree to be bound by these Terms.

1. Services Provided

We provide flat-rate bookkeeping, financial reporting, and tax preparation services for individuals, independent contractors, and small businesses in California. Services are defined in a written engagement or scope agreement prior to commencement.

2. Pricing and Payment

• All services are billed at a flat rate as agreed in advance.

• Payment is due upon receipt of invoice unless otherwise specified.

• We accept payment via credit/debit card, ACH transfer, or check.

• Late payments may incur a $25 late fee or 1.5% monthly interest, whichever is greater.
  

3. Client Responsibilities

To provide accurate and timely service, you agree to:

• Submit complete, accurate, and timely financial documentation.

• Respond to communications and requests promptly.

• Notify us of any changes in business structure or relevant financial matters.

• Failure to provide necessary information may delay services or result in additional fees.
  

4. Confidentiality & Data Privacy

We take your privacy seriously.

• We do not sell, rent, or share your personal or business information with third parties.

• We do not use cookies or tracking tools on our website.

• All client data is stored securely and accessed only by authorized personnel.

• We comply with all applicable data protection and confidentiality laws, including IRS security requirements.

5. Use of Technology

We use secure third-party tools (e.g., QuickBooks, secure portals, encrypted email) to deliver services. You agree to use these tools responsibly and acknowledge that your access may depend on your own hardware or internet connection.

6. Termination

Either party may terminate services with written notice. Work completed prior to termination will be invoiced and must be paid in full. We reserve the right to terminate services for non-payment, abuse, or misuse of our services.

7. Limitation of Liability

We are not liable for penalties, fees, or losses incurred due to:

• Client’s failure to provide accurate or timely information.

• Changes in tax law or regulations after services have been rendered.

• Technical errors or third-party software platform issues outside of our control.

8. Dispute Resolution

Any disputes arising from these Terms will first be resolved through good faith discussions. If unresolved, disputes shall be settled by binding arbitration in accordance with California law.

9. Modifications

We may update these Terms from time to time. Updated Terms will be posted on our website and effective immediately upon posting.

10. Contact

If you have any questions about these Terms, please contact us at:

Flat Rate Bookkeeping and Taxes, Inc.
20812 Ventura Blvd., Suite 200
Woodland Hills, CA 91364

contact@flatratebookkeepingandtaxes.com

Phone: 747.263.9016