Policies

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Global Business and Professional Financial Services Since 1994

General Business Polices and Associated Sections Relating to doing business
All site users and Clients: You are encouraged to review these policies from time-to-time for relevant changes.  Effective Immediately.  Policy last updated August 2, 2024 – No affect on current clients. Includes General Housekeeping and Updating or adding services and prices. See end of policy for associated changes. Updated Site Use Policies General Wording. 

Written Terms Used for the Purpose of this Policy
Firm or The Firm: BC Business Services Inc. it’s subsidiaries and those directly connected with the Company, BC Business Services Inc., a Corporation with its Original Domicile in Boise Idaho, USA. May, unless otherwise noted, include any and all subsidiaries it may own, or have direct ownership control in under the BC Business Services Inc. umbrella such ad DBA’s (Doing Business As) entities both in the United States USA Domestically and / or Internationally. Known collectively as the “The Firm” or "Company" as it relates to The Firm or Company collectively as a whole.  

In Writing or writing: Letter and otherwise that indicates a written form of communication. It shall mean but is not limited to Email and otherwise. May also include but is not limited to Text or SMS messages or attachments to the last known email or telephone number for the Client or the Firm.

Site Use and Disclosures
In doing business with BC Business Services, Inc. and using this site, you as a client or a potential client are bound by our policies which are included on this website. We make it known to all clients about the policies that we post here, and ask that you refer to them periodically for updates and otherwise as all changes we make take affect immediately and apply to all clients, without exceptions.

We are a global multi-faceted firm, primarily engaged in accounting related and business matters. We complete work whereas it relates to multiple business areas. We are also a global firm that completes various legal aspects of business. As a global business we may employ, use or retain legal professionals, attorneys, barristers, counselors, paralegals, legal aides, and otherwise in our business as well. Even so, be that as it may, we are not legally structured as a law firm with state city, county or federal agencies of the United States of America, or with other governments; both domestically and /or in other jurisdictions we may be chartered or do business in; both domestically or internationally. Our primary classification is related to accounting and business related services.

Legal and accounting areas, are forever evolving and information may be out-of-date, or may not apply to a certain situation or matter. Such matters are quite completx at times, and you should be aware of that as you vistit this site. 

The information provided on the BC Business Services Inc. website is intended solely for general informational purposes and should not be construed as legal, accounting or other advice. The content on this site may not reflect the most current developments in legal or accounting matters and may not pertain to your particular situation. We offer links to third-party websites for user convenience, but unless otherwise noted, BC Business Services Inc. does may endorse or take responsibility for the content of these external sites.

For specific legal, accounting, or other advice, please consult with a qualified professional. You should not act or refrain from acting based on the information provided on this website without first seeking advice from a relevant professional. Only then can you verify that the information here is relevant and applicable to your individual situation. Use of this website and any links provided does not establish any type of  client or accountant-client relationship or otherwise, with BC Business Services Inc., its authors, contributors, or affiliated entities.

The views expressed on this site are those of the individual authors and do may not necessarily represent the positions of BC Business Services Inc., or any associated organizations. We expressly disclaim all liability for actions taken based on the content provided here. The information is offered "as is," and for informational purposes only with no guarantees regarding its accuracy or completeness as of the date it was published. 

We try to be as up-dated on this information as we can, but to the ever-changing laws that surround much of the work that we do, you agree to not hold us liable for any errors or omissions that we may make on this site. If you point them out to us, we will look into it, and if necessary, change or update it. 

You are also encouraged to make sure that you get the right information as every situation is different in many cases and some information may differ from each business or individual to another. In this regard, make sure that if you are relying on such information, it does actually apply to your particular situation first as you agree to not hold us liable if it does not.

Of course this may not apply when we speak to you personally or give you information that will apply to you, but make sure you know that it does pertain to you first to avoid problems later. Again, we try to keep this site as updated as possible but the laws can change very quickly and the information could be out-of-date due to those changes.

Generally speaking this is our site-use and disclosures policy and we will update it accordingly as situations may dictate or thus require.

Privacy Policy
BC Business Services, Inc. does not trade nor sell client information and uses the information it may collect on its clients for the purpose of doing work for them or for the collection of debts that may be owed to the company, as well as for marketing purposes that may pertain to a client.

BC Business Services, Inc. may release required and necessary information for the sole purpose of doing the work and for collecting on debts a client owes to us. To this extent, only information necessary for release will be used. This may not apply to subpoena's and otherwise where we are legally obligated to the release of information on a Client or their business.

If there is any question as to whether or not a release could otherwise violate a client's privacy, we will always speak with our clients first to ensure that they have given the permission for releasing it to other parties not otherwise stated herein. Such parties may be banks, insurance companies and otherwise. And unless for the necessary practice of following the law, no other such matters or information will be released to any party, private, or otherwise without seeking a clients permission.

In using information and documents you provide us, you agree that we will have the right to speak on your accounts, where necessary, to request any and all information that is necessary to complete a job or for review of a matter.

Once Again, if we have questions, and it does not pertain to our internal marketing or collecting on bills, we will always ask you first and make this our normal policy so that you are always aware of what is going on with your accounts and otherwise. We care about your privacy and we do our best to ensure it.

Power of Attorney and Other Disclosure Based Documents
At times we may need these types of documents from you to get information from taxing and other agencies. In this case we will not make deals with any agency, but you agree that we can use them to discuss possible options on matters relating to penalties and otherwise. We may also use them to request and receive information from the agencies or other entities. But only for the sole necessary purpose that work requires. 

Client Checks and Third Party Check Payments for Services
We will not sign, nor endorse checks, from your personal or business accounts, without permissions that allows us to do so and then only for the extent that it pertains to your business. In making deposits for some clients we will not endorse for deposit only and the account that it is going into. Any payment that is for our services will only be endorsed by us if we have a specific document on file allowing us to make the checks out to our company. This may be the case where it relates to creating checks for payroll related work where the client has given us authorization to pay such fees.

In doing so, we will never endorse nor receive checks in your name. Should checks come for you, you will be informed and have to make arrangements to either pick them up, have them mailed to you. Or in the case of deposits, have them deposited into an account of your own choosing in accordance with the above standards. Even so, we will never sign a name to the back of any check and make them out to deposit only with proper account information included.

We do not accept checks from third parties that have been endorsed over to us. Such payments must come directly from you or your company in payment of our services or if we are making a check out for this service, it must be signed by you or a legal representative of yours that has such authority to do so. In some cases where we have a signature stamp on file, we will use such stamp for this reason; but only with client approval. Even then, you will always have the opportunity to review the service whenever this is done and also get a complete accounting of those services that pertains to a payment.

Credit Cards on File
If we use a credit or debit card on file that you have given us, you must let us know in writing that allows us to use that card for payment of our services or for other matters that you dictate. If you later state that we cannot use the credit or debit card for services payment or otherwise, all such matters will immediately cease. You will need to let us know this in writing.  If you want us to use a different card, you will need to let us know this in writing.

Records Retention Including Emails and Hard Copies of Documents Mail Etc.
We will keep Returns on file and will have them if a client needs them though we may bill for time. We cannot guarantee that we will have them after 3 years upon completion of the work (or may have limited records). Or any W2, 1099, Emails, Worksheets Etc. that were used in completion of the income taxes or other work on a clients behalf. We do not keep hard copies of documents. Once we scan or send them to the client, the hard copies are destroyed.

If you wish to maintain hard copies, please inform us in writing by Emailing us at [email protected]. This will then apply to all future matters. We will bill for this service as we must ensure their safety and/or storage. This may also include travel to and from the storage area if kept in an offsite office location. That are not part of our regular offices. Ie: A records or other storage facility.

 To Avoid issues,

We suggest you keep a copy of relevant documents, emails, and/or returns indefinitely.

How the Firm Determines the Fees it Charges?
In most cases, the Firm determines its fees primarily on the basis of the time expended multiplied by the standard billing rate of the professional involved. Occasionally, the Firm will apply a premium billing rate where there is weekend or holiday work or under other extraordinary circumstances which warrant such charges. The Firm will always inform the client whenever this occurs.

Current Rates for the Firms Professionals are $125.00 per hour for most of our accounting services unless otherwise indicated herein. Weekend work that is required on behalf of a client, if the client requests it is billed at hourly rates x 2. After hours (5pm to 9am) required to put a rush on a job, requested by the client, or not due to the Firms neglect, will be billed at our hourly rate x 2. Travel may be different and you are advised to see that section.

Tax Preparation Services are will be based on a standard flat-fee rate that a client may have been quoted.

Any work completed at a client’s location will be billed at the hourly rate x 3 with a 3 hour minimum time billed including travel to and form a clients location. Out of area travel and work may be different and you are advised to see that section.

In an appropriate situation, the Firm may agree to a flat fee (in most tax preparation cases), or percentage basis (where this is permitted), or incentive billing arrangements with a client. Except for the Flat Rates levied for example, with Tax Preparation and Payroll Contracts, or on our monthly accounting contracts, these flat-fee arrangements are not the Firm's normal billing practices and should be considered an exception, rather than the rule.

The Firm always requires a detailed written retainer agreement whenever these types of billing arrangements are in effect as the Firm does with the case of Monthly Accounting and Payroll based service agreements.

In some cases, where the Firm has spent considerable time and effort developing a special expertise and maintaining that expertise, the time involved does not always reflect the value of the services rendered which may be the case in Income Tax Preparation.  In such situations, the Firm bills on a project basis which is primarily a minimum flat fee for the work involved.  An example of this might in drafting opinions, tax preparation, business or succession planning, and otherwise.

The Firm also charges for all separately identifiable costs associated with the services rendered. These costs include: long distance telephone, courier service, postage, outgoing or incoming faxes, filing fees, travel costs, translation fees, photocopying, notary, the charges of local professionals, etc. Where the anticipated amount of a disbursement for a client is sizable the Firm may ask the client to pay it in advance or arrange for its payment directly with the provider of the goods or services being rendered.

Retainer Agreements
Regardless our our billing arrangement between the Firm and the client, or unless otherwise informed by the Firm, sometimes a client must have in place a Retainer Agreement. This Retainer Agreement may be applicable to some jobs including payroll and monthly accounting contracts. Among other things, the retainer agreement defines the scope of the assignment and makes reference to the policies set forth in this section. 

Even in those situations where the Rules do not require a written retainer agreement, the Firm frequently prefers a written agreement to avoid unnecessary misunderstandings.  All separately identifiable costs unless outlined by the Agreement will be the sole responsibility of the Client and payable on receipt of that stated invoice or billing. Where the client has a long standing relationship with the Firm, to the extent the Rules may permit, the Firm may determine that such an agreement is not necessary. 

Even if the Rules might not require a written retainer agreement, the Firm will always provide one when the client requests for any on-going and continuing monthly or other work.

The Firm may also require a retainer agreement to be in place in instances where the firm has had issues with collecting on it's billing from clients.

The Firm's Billing Records
The Firm uses various billing programs and may use programs such as TimeSlips, QuickBooks, and others to track and keep events of Time and Billing in all its offices. The Firm's time keepers are required to keep careful track of their time using the firms programs and to submit their time records in a logical and outlined format on a regular basis to the Firm's billing department.

The invoicing and programs keep track of the date on which the service was rendered, the provider of the service, a description of the service performed, the time it took to perform the service, and the customary rate of the service provider. Similarly, disbursements are entered into our programs but may show up on a separate invoice to the Client. Disbursement invoices are due immediately on receipt as they represent out-of-pocket costs to the firm. In such cases, the Firm may require an advanced payment from the client to pay for such services.

The Firm's billing records are incorporated into the statements it sends it clients; however, whenever there is a question, the Firm is always happy to work with a client to satisfy any issue involved.

Form and Frequency of the Firm's Statements
Normally the Firm submits statements on a monthly basis, and may do invoices or otherwise for odd jobs, on a daily basis by way of invoices or statements with appropriate notes. Unless the Firm and the client agree to some other billing frequency; which must be in writing and agreed to by the Firm, all client billings unless otherwise shown on an invoice, or statement are due payable on receipt. Bills may include payment receipt fees for paying by Credit Cards which takes into account fees billed to the Firm for collecting a clients bill. The Firm may offer alternatives to these fees including cash or other payments such as Bitcoin or Crypto based currencies. Crypto currency is the exception not the rule.

Once a client has been with the Firm for a time, the clients billing practices may change. This will depend largely on frequency and time it takes to pay invoices or statements and may also be based on the credit worthiness of a client in question. It may also be based on what is being done and if the Client has a services agreement in place to cover ongoing services. It may also depend on whether the Firm has has problems collecting bills or how often or otherwise the firm may work for the client. Many factors may play into how often we will bill a client and a client is advised to inquire if they are looking at changing the frequency of when bills are due.

The format of the statement or invoice is divided into several parts: time charges, disbursements, payments and credits, an aging of any open balances, and, if the client has a retainer account, the status of that account. A negative amount shown on any Statement or Invoice will indicate a credit to the Clients Account. In most cases, the client will receive a credit memo to that effect showing such information as necessary and what it was for. This information however will generally be noted in particular detail on Statements or Invoices. Further information may be provided on request.

The time charges section normally indicates the date on which the service was rendered, the provider rate of the service, a description of the service performed, the time it took to perform the service, and the customary rate of the service provider. The Firm has considerable flexibility in the way it presents information, and, if a client has a particular or special need, it can generally be accommodated with advanced notice and planning.

The disbursements section similarly lists the date of the transaction, a brief description of it, and the amount. Again, all disbursements charged back to the Client, will show up on a Separate Invoice and will be due payable on receipt unless there is an agreement stating otherwise. The terms on such invoices or statements will indicate when it must be paid by. There are separate totals for time charges and for disbursements. In most cases, all invoices billed to a client account, unless the client has a separate Firm approved agreement in place; are due on receipt.

Where there are multiple matters, each matter and its charges are separately identified. Normally, in most circumstances, statements are emailed whenever possible in the early days of the month for the work done and disbursements incurred the prior month. At times however, Invoices or statements may be more frequent.

In many cases the clients Invoice or Statement may be part of a request from a payment processor such as Venmo, Paypal, CashApp, Square, Google Pay, Apple Pay, and otherwise including but not limited to Bitcoin and other Crypto based companies or associated wallets.

The firm may require that all service and disbursement invoices be paid upon completion of any job when they are given to the client. Thus due on receipt. Again, this will depend on many factors and not all situations will be the same for all the Firm’s Clients due to credit history, payment history and other factors that may apply to the Firm’s clients.

Payment of the Firm's Statements or it’s Invoices – Work Cessation and Collections
Unless otherwise indicated on a particular Statement, or the invoice, or unless there is a written Billing Agreement in place, Firm's statements or invoices are due payable on receipt. If there are any questions or issues, the client is free to raise them and may withhold payment of a reasonable amount of the statement or invoice charge, pending resolution.

However, if it is found that the withhold charge was not right and the Client did not have a proper reason to withhold it, there will be a charge levied to the Client of $250.00 for withholding the amount. If this is the case, the Client will be put into a statues that will require a retainer agreement that will be sent to the client. We expect honesty in dealing with clients and we will insitute our policies if we have reason to “suspect” foul play from any client. In such case, the Client Firm Relationship will also be at an end.

As the Firm assesses its rates on the assumption its clients pay their statements or invoices promptly on receipt, and it does not want to penalize the greater bulk of its clients who follow this practice, if any part of a statement is outstanding for more than 30 days without good reason, the Firm may add a re-billing charge equal to $125.00 of the overdue amount to the next bill. Any such charge is clearly identified as such on the statement or the invoice to which it relates. A client will be sent a written communication from the Firm before such charges may appear on their invoices or statements.

This charge is not to be considered a Late fee or interest charge; but merely a re-billing charge to cover necessary time and expenses to resubmit the bill. Any time an amount becomes past due, the Firm has the right to suspend all work on a clients account and after 30 days past due, seek necessary collections. The Firm may contact such agencies with such information. The client may not be informed in writing when this happens. However the client will have been informed on prior occasions of the problem the Firm is having in collecting on their accounts.

When the Firm notifies the client in writing of work shut-off, this notice will contain the cut off date for any work and outline the specifics of the policy matters that may apply including ensuring that 100% of the outstanding balance is paid in full.  The client and the Firm, as their discretion, may make arrangements to satisfy the debt; however, at no time will this billing policy not be in effect during such time. If a client makes arrangements and does not follow such arrangements, all work, continuing or otherwise, will be suspended by the Firm until full payment is made. Re-billing charges will continue until the billing is paid in full.

Additionally if it so happens that the Clients payment history is in question, the Firm may require an advanced deposit equal to the estimated charge of the work to be performed. This advanced payment will be considered a Firm Retainer Agreement. This may continue until the Firm determines that the Client has come back into acceptable credit standing with the firm. The Firms Retainer Agreement section shall apply in such cases.

Sometimes, particularly with new clients or clients with a difficult payment history, the Firm will require an advance retainer that it will bill against. In this case, the Firm will deduct the amount of the statement or invoice from the then current balance of the retainer, if any. The Firm then expects the client, within a reasonable time of its receipt of each monthly statement, or invoice to restore the retainer account to its agreed balance and may be charged payment receipt fees, as noted prior when doing so. Each client may be under different rules when it comes to such Retainer Agreements and may be determined by the Firm, including amount of Retainer and otherwise terms of the client.

Should the relationship with the client terminate or end for any reason, any used balance of the retainer account will be promptly refunded less any time or incidentals and expenses that currently need to be billed against such retainer Until such time, any such balance may be used without restriction against a clients work including incidentals and expenses that may be owed by the client.

Extraordinary expenses due may not include normal expenses as outlined by this Billing Policy in the form of Copies, Filing Fees and otherwise.  Such expenses will be noted to the Client in Writing.

Convenience Fee Charges for Additional Time to Pay a Firm’s Billing
Anytime a billing is due, whether it is shown on a Statement or Invoice, if the client wishes to have more time to pay the billing, or requests such matter, such as an additional week or longer, or for example, when a tax return is received, there will be a convenience fee added to the Billing to cover time and re-billing fees, in the amount of $125.00 per month until the billing has been paid in full. If the client does not make good on its time to pay the amount due by the time it notes it will in its agreement, the firm will charge late fees on the account starting on the day the client did not make the payment and continuing until the billing is paid in full. See Late Charge for not paying on time.

Late Charges for Not Paying On Time
Any time a balance remains due on any statement or invoice that is payable on receipt or by a certain date, once that time has expired, there will be a re-billing fee levied on the balance remaining in the amount of $125.00 which is not to be considered interest by the Client. This fee is levied for the time it takes to deal with the matter and represents 1 hour billing for the firms time. For all matters payable on Receipt, the Client will have 5 (Five) calendar days, to ensure that the payment reaches the Firm’s Offices. This fee will be levied every 30 (thirty) days until the entire balance has been paid in full. 

Any time a client’s account falls past due, the Firm may, at its sole discretion cease all work for the client at any time until the account is brought back into good standing.

Application of Payments To Past Due Amounts
Payments may be first applied to any re-billing fees before they are applied to the balance due on the account.

Accounts Turned Over For Collections or Enforcement
Accounts past due for more than 90 (ninety) days may be turned over to enforce further collections or to the Firm’s attorney with the charges to collect on the account being the responsibility of the client.

Utilization of Credit Bureau Reporting
The Client understands that any past due issues may be reported to regional and national credit bureaus at the Firm’s sole discretion. The firm is not obligated to first notifiy the client before doing so. 

Billing Currencies
The usual currencies in which the Firm bills are United States Dollars for its US offices. Occasionally, the Firm may bill in British pounds, Japanese Yen, Canadian Dollars, or otherwise, to mention some of the other currencies in which it may work.

Within the United States, if you have been told in writing that Payments can normally be in any currency so long as the translated amount, on the date of receipt, substantially reflects the amount of the billing currency which is currently United States Dollars, then clients may pay in those currencies; however, this will only apply if a client has been told they may pay the billing charges in those currencies. Otherwise, the only acceptable currency for the Firm for clients is in United States Dollars.

In a case where billings are made with other currencies as outlined, if there is a significant unfavorable variance, the foreign currency risk is for the client's account. 

Payments may be made by check, subject to collection, or by bank transfer. The Firm is happy to provide clients with wire transfer instructions, if they prefer this means of payment but the firm is not obligated to do so. 

The fees associated with any transfer will remain the Clients responsibility. All returned checks will be levied a fee of $125.00, above the check amount. This charge represents 1 hour billing for our company to deal with the matter.  The Firm may suspend any and all services for a clients account immediately without notice if a payment is returned for lack of funds. If a check is returned the Firm may take any and all appropriate action that it sees fit to recover the fees for the payment. This may include attorney fees billed back to the client and other costs to collect.

Any returned check may, but does not have to be, re-deposited by the Firm. In most cases this will be brought to the attention of the client who will then be immediately required to make good on the payment that was not cleared including the fee outlined above.

In so doing the only form of payment to cover such check or payment will be United States currency, or certified bank Cashier’s Check.

Should a payment be returned for lack of funds the Firm may initiate further stringent billing services for the client as it sees fit. This may include no checks for a period of one (1) year, or until the firm determines. Equally in such cases, depending on the situation and at the Firm’s discretion, the Firm may require a Retainer Agreement equal to $500.00 in United States Currency. The terms outlined by the Retainer section shall be enforced in that case. 

Value Added and Sales Taxes
At present, there are no sales taxes applicable to bills rendered by the Firm's offices. If a sales tax becomes necessary it will be equal to the amount determined by the proper taxing authority at such time. 

Resolution of Fee Disputes
Many disputes relating to the Firm's fees may be handled pursuant to Arbitration. If there is any dispute regarding any statement or its payment, the Firm expects the client to work in good faith with the Firm towards its prompt and equitable resolution. So long as this is being done, the Firm will not interrupt any services it is then providing. 

Should the Firm and the client fail to resolve things in this manner, to the extent not covered by any applicable laws which govern this agreement subject to the Laws of the State of Idaho, the dispute shall be resolved by arbitration in the English language before a single arbitrator in the State of Idaho, County of Ada, City of Boise, Idaho, according to the then prevailing Commercial Rules of Arbitration of the American Arbitration Association. 

The Firm reserves the right to suspend or withhold further services, should any fee dispute require arbitration or as properly outlined within this Policy.  Also see our Policy Section later entitled:  Policy Subject To Arbitration

Firm Personnel Billing Rates
The present hourly billing rates for the Firm's personnel are currently set at $125.00 per hour for normal work at the Firms Office Locations, and $150.00 per hour if at a client's or other location of the client's choosing. The billing rates for the Firm's personnel are available on request and are subject to change at any time. Other Billing Rates will be noted under the applicable sections of this policy including out-of-the-area work matters. Billing is determined as as shown below.  

Billing Time Parameter
Unless herein indicated within this Billing Policy, all billing will be in Quarter Hour Increments to the nearest Quarter Hour. All work stated at these rates does not include work completed outside of Firms Offices unless thereby stated. If any work is completed off the Firms site, please refer to the section, Work completed at a client’s offices or place of their own choosing or otherwise. 

Federal or State Bankruptcy Based Matters
Unless otherwise indicated within this Billing Policy, all work related to Bankruptcy Matters will be billed at the billing rate of $150.00 per hour.  This includes preparing or dealing with client's involved in bankruptcy, telephone calls and gather information from agency, speaking with bankrutpcy attorneys on the case, calls to and from the client, and gather necessary information or completing reports in relation to the bankruptcy.  This may also include work related to working with the accounting and otherwise programs and gathering or entering information for reports or otherwise as it relates to the matter.  

Income Taxes and preparation will be billed at our normal billing rates as it relates to flat-based retainers and may be discounted for volume or otherwise. Such work will be discussed with the Attorney of records for proper billing procedures.

Any and all incidentals on behalf of the client and the case will be billed according to the charges for the services or products, etc., with no mark-ups. This may include program fees for taxes, subscriptions for accounting services and otherwise charges that may relate to tax preparation such as filing and printing or otherwise fees levied to complete the services. 

Postage and other such and necessary incidentals and travel will be billed according to the rate of the service or incidental and travel billed as the rate of $125.00 per hour with no minimum billing rounded to the nearest 15 minutes; fees for Uber, Lyft, and Taxis, Busses, and other such and necessary related transportation, necessary for the job will be billed at the rate of the service with no mark-ups. 

Time and otherwise for any service under this area, and incidentals will be given on a detailed billing including a description of the services and incidentals outlined.  A more detailed invoice will be provided if requested.  The Statement will show the brief explanations and the reason for the billing or charge it pertains to with a more detailed invoice provided on request as it relates to the service and incidentals.   

There shall be no late fees or otherwise fees charged, including re-billing fees in any case that involves a Federal or State Bankruptcy. 

Year End or other Tax Preparation
Billed at a Flat Rate, includes but is not limited to forms 1040, 1120, 1120S, 1065, QSSC, DBA’s, and all attachments thereto.  Other forms may include those related to Trusts and Estates, Single and Multiple Member Limited Liability Companies (LLC), Schedule C, IBC's (International Business Corporations), P.C., PLLC, and otherwise.  This list is not complete, and may include forms not commonly used in the United States of America USA, and may include those related to International Companies to wit.

Accounting And Bookkeeping
Billed at $125.00 per hour for normal working hours within the Firms office location.  

Work completed at a clients offices or place of their own choosing or otherwise
Within the locations of the Firms Offices
$150.00 per hour. Includes Travel Time. 3 hour minimum billing for all work completed on clients behalf not at the Firms Location in Boise Idaho or other office location the firm may have. Any work is involved except training. Training will maintain the same terms as this section.

Unless otherwise noted by our billing rates below and or otherwise, this section is related to all work not completed within the confines of the Firms offices in Boise Idaho or wherever the Firm may be located at the time.  The Firm may require $450.00 Payment as an advancement.

Even if no work is completed and the client or otherwise is not able to show up etc., the firm will still bill such fees as it did travel to the location noted and specified by the client. This may include IRS work, meetings, or other matters completed on behalf of a client. 

Location of the Clients offices or other site, must be within 25 miles (one-way) of the Firms offices. If the distance is farther, the Firm will bill the client not less than $300.00 per hour including travel with a 3 hour minimum time billing to the client. The Firm may require $900.00 Payment as an advancement. Even if no work is completed and the client or otherwise is not able to show up etc., the firm will still bill such fees as it did travel to the location noted and specified by the client. All other matters noted will apply as part of this matter. T

raining of Employees etc., may or may not be included but will have to be agreed to in writing before the Firm leaves it locations. To avoid unnecessary charges the Client is required to give the firm at least 3 hours advance written notice if they need to cancel etc., by emailing the Firm at [email protected].

If the meeting is early, 9am the Client is required to give the Firm at least 12 hours advanced written notice by emailing the Firm at [email protected]. Failure to follow these procedures will result in a billing for the service.

Delivering Documents for Clients
Billed at $150.00 per hour including travel within 25 miles one way. 2 Hour minimum Billing. This includes all locations outside the Firm’s Offices located in Boise Idaho. Travel Time will include delivery, waiting time, and other time matters that is for the convenience of the Client.  The Firm may request an advancement of $300.00. If without 25 miles one way the Firm will bill $300.00 per hour. 3 hour minimum billing. The firm in such case may request an advancement of $900.00.

Even if no work is completed and the client or otherwise is not able to show up etc., the firm will still bill such fees as it did travel to the location noted and specified by the client. All other matters noted will apply as part of this matter.

Training of Employees etc., may or may not be included but will have to be agreed to in writing before the Firm leaves it locations.

To avoid unnecessary charges the Client is required to give the firm at least 3 hours advance written notice if they need to cancel etc., by emailing the Firm at [email protected]. If the meeting is early, 9am the Client is required to give the Firm at least 12 hours advanced written notice by emailing the Firm at [email protected]. Failure to follow these procedures will result in a billing for the service.

General Accounting and Bookkeeping
Billed at the rate of $125.00 per hour. This includes input of checks and receipts, invoices and otherwise. It does not include financial statement preparation. It includes all work based on data entry. It includes reconciling of bank and credit card accounts and otherwise general accounting or bookkeeping work. 

Non-audited or Audited Financial Statement Preparation
Unless otherwise indicated and as part of the General Accounting and Bookkeeping, all Financial Statement preparation will be billed at the rate of $125.00 per hour with a 1 hour minimum. This will include balance sheets, profit and loss, income statements, and otherwise. All such statements will be in non-audited formations.  Charges for Audited Financial Statements will be billed at the going rate for the professional doing the work plus an added charge of 10% of the balance due for the firms time. 

Many times under general accounting practices, inputting information into accounting programs to keep track of monthly statement work does not properly account for what is needed in most cases to prepare a "proper" Financial Statement. In many cases, it requires adjusting accounts and otherwise in order to properly prepare such statements. In many cases the client or other sources need to be contacted for information and all necessary work completed in relation to such matters on behalf of a client will be billed accordingly, not limited to telephone calls, assimilation of information, necessary incidental expenses including folders, copy charges, travel time, and otherwise.

Even so, if we quote a client a price for the Audited or Non-audited Statement Preparation, that will be the Flat Based Retainer price the client pays for it, plus any incidentals that may relate to that matter. 

QuickBooks and Other Accounting Program Set-up
Set up accounting system for use. This may includes chart of accounts and other work to prepare the program or system for use. Billed at the rate of $125.00 per hour with 1 hour minimum.

Training on QuickBooks and Other programs
The firm has spent considerable time in learning various programs and our rates are compensatory for such matters. As such, much like QuickBooks we have used this program since it's inception; the same for many others as well.  As such the following rates shall apply:

For all training completed at Firms Offices, there will be a charge of $300.00 per hour per person that requires such training. Any work completed at any location other than the Firm’s Offices, in Boise Idaho, is subject to the section: 

Work completed at a clients offices or place of their own choosing or otherwise: In the case of multiple personnel or otherwise beyond 2, any and all training at the Firms offices or otherwise, will be billed on a flat-rate based amount including Travel Time that will be quoted to the client. 

Letters and Correspondence
Billed at the rate of $125.00 per hour. 1 Hour minimum.

Incidental Expenses 
Unless otherwise informed on a clients invoice, or statement, or unless generally included as part of a Flat Based Retainer, all incidental expenses will be billed to the Client. Postage and other such charges (regardless of the work, Flat Based Retainer or otherwise); are always the clients responsibility.

If postage or otherwise charges are included as part of a Flat Based Retainer, this will be indicated. A Statement will be noted that the firm will take care of the mailing.  Mailing, unless the client has paid for a certain service, will be at the discretion of the firm. In many cases the firm may take photos of the mailing to show the client. This may be the case when the mailing is just done with regular postage stamps (to save on postage costs) and placed in the post office box or delivered to the postal carriers.

In most cases the firm will use USPS Priority Mail services to ensure receipt.  The Clients, though being billed a Flat Rate Retainer rate will be informed if that is the case. 

Current general charges for incidentals: See notes where it relates:  Plus Normal Time to Nearest .15 Minutes

Letter sized Manila File Folders
$1.00 each
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. 

Business No. 10 Security Envelopes
$1.00 each
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. 

Envelopes Large or Offsized Non-Standard
Cost +25% 
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. 

Special Folders and otherwise
Cost +25%
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. 

Copies 20# White Paper
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. 

Copies Specialty Papers
Paper Cost +25% 
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. Specialty papers will be billed to the client. If ordering is required; the time it takes to order and receive or accept delivery will be part of the time charges. If pickup is going to be away from the Office locations, Travel to and from a location billed at our normal Travel Rates of $125.00 with a 1 hour minimum charge. 

Green or other Colored Hanging File Folders
$1.00 each
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to prepare the folders for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 with a 1 hour minimum charge. Travel will also apply if storage at an offsite-location is also the case. 

Storage Drives USB for Client
Cost + 25% 
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to prepare, copy and paste and otherwise the drive for delivery to the client.  Includes matters related to mailing tot the client. And organization for the disk for the client files or other matters that is related. Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. 

All other incidental costs
Cost +25%
$125.00 per hour to Nearest .15 Minutes
Time charges may include time to copy, sending to client, mailing and otherwise incidentals billed at cost plus time for assembly and otherwise for the client, storage or archiving. Travel to and from a location billed at our normal Travel Rates of $125.00 per hour with a 1 hour minimum charge. 
 
Mailing for client behalf
Cost of Postage
$125.00 per hour to Nearest .15 Minutes

Taxpayer Payments on a Clients Behalf
Cost + $5.00 for Assembly
Mailing Fees at Cost
$125.00 per hour to Nearest .15 Minutes

Fax Send and Receive Documents Efax otherwise
$2.00 per page
$125.00 per hour to Nearest .15 Minutes
Time to Assimilate, send receive; wait etc. may all be billed.

Be advised that the Firm will not bill for all incidental expenses except when under normal circumstances there would be a lot of them. In example, 5 copies are not considered a lot. 1 file folder or a couple of envelopes may not be a lot of them.

In many cases, unless informed, the clients incidentals are always included in Flat Based Retainers. If we are however required to maintain a clients files for their business we will bill for those files and other expenses necessary to properly maintain them for their company. This may include storage costs for example and the Firms time to properly maintain storage of those records. This may include travel time to and from the storage location.

File boxes and otherwise incidentals will be billed at cost + 25% markup. Any work that requires time besides the incidentals will be billed at our normal hourly rates for the service fees or at least at the rate of $125.00 per hour to Nearest .15 Minutes except where noted such as for Travel and otherwise

I.e.: Time to take out and return to storage.  A client will be informed before extraordinary expenses are levied beyond those outlined herein. Notwithstanding  Telephone Calls to the Client, from the client or on behalf of the Client as outlined below: Faxes will be billed at the rate of $1.00 per fax page to cover time to prepare fax for transmittal. If the envelope would be considered by us to be part of the flat rate billing such as with tax return preparation at the end of the year, then that expense will be considered part of the job.

At no time will the Firm be responsible for any postage, filing fees, business taxes, or otherwise of a clients. The firm may require advanced payment for these fees if they expect them to be a problem with latter collection or otherwise.

The firm tries to work with all clients; however, the firm is not always able to pay for expenses on behalf of a client to file documents, pay taxes or otherwise. In doing so we are providing a service above and beyond what most firms would do and we expect to be reimbursed for these incidentals immediately on receipt of notice for their occurrence.

We may refuse to pay these expenses at our leisure and are not bound or obligated to do so unless they relate to our firms business or unless they are part of the agreement or contract that we have thereby entered or may have done so.

Telephone Calls to the Client, from the client or on behalf of the Client 
If a client calls up our offices asking about whether we have done something for them then we will not bill for that call if no other business is transacted during that time.

If a client requests information and otherwise relating to their account then we will bill for that call and the time it takes for us to gather said information. If we must fax that information or copy that information then we will bill for the time it takes us to fax the document or prepare it for faxing and otherwise as well as the call that generated in the matter for which the Fax will or does relate.

If we call a client because they have stated to us that they will have something for us by a certain date, then we will bill the client for the call at our hourly rates as the matter relates to the clients work and not the firms.

If a person calls us about a client or we are required to make calls on behalf of the client then we will bill for that as well. If the calls are incidental in the course of work for the client and the billing for that work has been charged at a flat rate we will not bill above that rate except if the calls become to the point that they are excessive which we will inform the client of.

All calls will be documented for a client including date and time of call. In the case of flat rate jobs, once calls exceed 1 hour, the client will be billed those calls as incidental work performed above and beyond what the flat rate calls for.

Translation of Firm Work Product
Unless otherwise informed in writing, any translation charges will be the responsibility of the client. This will include translation of documents or interpreters. The firm will bill its time during such course as appropriate based on the job performed and outlined by this policy at its normal billing rates where indicated unless completed away from the Firm’s Offices in Boise Idaho or other locations that the firm may have. 

Meetings and Otherwise
All meetings on behalf of a Client will be charged at the Rate of $125.00 per hour at the Firms Offices. Outside of Said Offices, the Client will be billed as outlined by this Policy. Meetings that are for the sole purpose of picking up documents and for the Firm going over said Documents will not be billed if no other business is transacted during that time. Any other time spent with the client will be billed under this category.

All monthly contracts not including Payroll Contracts
All clients must enter into a 1-Year Agreement in order to receive Discounted Accounting Prices that will be flat rate based services.

Terms are as follows:

Unless we have quoted a client otherwise; there will be a minimum charge equal to $200.00 USD per month for this area. This fee will be levied regardless the firm has completed any work for a client during the billed month. If the client does not wish to use the Firm to complete its Accounting, the Client will be levied an early cancellation fee equal to the Monthly Minimum rate outlined herein for the months remaining on the contract.

No client, unless otherwise informed in writing, will be a monthly client without such agreement being first entered into. If you have not been informed that this will not apply to you or if you have not yet been informed that this does apply, this section will not apply to the Client; however, in order to continue working with a Client, the Firm may require that Client to enter into this Section of this Agreement, or other similar ones at a later date. 

Assembling and Otherwise
In most cases it takes time to assemble projects to ready them. Unless otherwise indicated and or unless a flat rate has been entered into, the Client will be billed at the rate of $125.00 per hour. 

Filing on Behalf of a Client
If we must file documents on behalf a client then we will bill $125.00 per hour to do so. This does not include filing of our Firm’s file copies or those documents that relate to our Firm. Also, it will not include most clients that the Firm has unless a specific arrangement has been entered into to do so for the Client. 

Copy and Assembly of Requested Documents
Billed at $125.00 per hour for documents requested by clients via in person interview, worldwide web and otherwise. All incidentals extra.

Drafts and Correspondence on Behalf of a Client
All drafts and Correspondence in any form, email, paper, or otherwise, fax, etc. billed at $125.00 per hour. All incidentals extra.

Form Preparation, and otherwise Document Preparation Services
Billed at $125.00 per hour unless otherwise indicated herein. All incidentals extra.

Payroll Matters
Payroll will be billed according to your contracted quote so please refer to that.  See our Payroll Section for more information on this area.

W2 and 1099 Preparations Includes Transmittal Forms and Efilng if Applicable
Does not include postage if needed
Flat Rate of $125.00 plus $3.50 per W2 or 1099 Completed. May bill flat rate but depends on volume or other matters. Does not include time to assimilate data for the Forms. This will be billed in conjunction with those applicable sections of this Billing Policy. All incidentals extra. Includes transmittal envelopes, copies, postage, and otherwise. Postage is always the client's responsibility.  See our Payroll Section for more information on this area.

Payroll - Unless Otherwise Specified
Unless otherwise specified under this Payroll Section, all other rates will be based on those rates contained within this Policy under sections outlined herewith or in the body of this entire Billing Policy and may be based on Accounting related and other type of work. Incidentals not included unless otherwise specified. Postage is always the client's responsibility.  See our Payroll Section for more information on this area.

Out of The Area Work
For all work completed not at the firm's location and its surrounding areas within 25 miles of the firm's location, not including other cities in other states (which would be considered out of the area work), there will be a flat-rate billing for the work provided as follows:

1. Minimum Billing Time Charge of 2 Days includes travel time to and from the Firms Office to the Clients location and back. Rate of $1600.00 per day. This fee must be paid in full before the firm's personnel leaves for the Client's out of the Area Location so that Hotel and other Arrangements can be made. Includes incidentals (Hotels Meals).

2. Prior arrangements must be made for personnel work exceeding 7 (Seven) days at one time in any one location due to necessary office matters at the firm's location.

3. If the Client wants the firm's personnel to remain in the area beyond the original 7 days as noted above under Item number 1, the Client must arrange with the firm an additional date for them to be at their location. Again, at no time will the firm's personnel be allowed to remain in one area away from the firm's location for longer than the 7 (seven) days as noted above under Item number 2. They must take the flight as scheduled as outlined in full under Item 5 below. The same policies will apply as they do for any out of area work for each additional trip.

4. If a Client wishes to use the firm's personnel for any out of the area work, the Client must ensure a Round Trip Ticket to their location and back to the firm's city of business in Boise, Idaho. This flight must be confirmed before the firm's personnel leaves as well as all necessary funds being paid as well for the firm's personnel to work for the client as noted above under Item number 1. It is the Client's responsibilities to ensure that all fees are paid, taxes and otherwise for the flight.

5. Work for the 7 days time noted under the above sections, will begin on the second day after the firm's personnel arrives and continue for a maximum time of 7 days. The flight noted above under item number 4, must be for the 9th day after the personnel arrives. There will be no work on the last day.   In Example. Client wishes to use the firm's personnel and books a flight for the 1st of January, xxxx, the work for the client will begin on the 2nd day of January and continue until the 8th of January with the firm's personnel working on the 8th of January. The flight must be confirmed for return on the 9th of January. This gives the client a full-7 (seven) days of work.

6. For out of the area work, at no time will the personnel be required to work past the following time. 9am to 7pm. This gives the Client a full 8 hours of work from the Firm's personnel. If additional time is required, the Client must pay the rate of $400.00 per hour for each hour worked beyond this time limit. Even so, the firm's personnel are not authorized to work longer than 1 (one) additional hours or not later than 8pm. 

If this time is required for the additional hour, the firm will bill the client in an additional invoice for the time that was spent billed to the nearest hour. In other words, if the firm's personnel only works for 15 minutes of the hour, the firm will still bill the client for 1 hour.

7. During work hours the firm's personnel will be allowed a 1 hour lunch, and a 15 minute break every 2 hours. This gives the Client a full 8 hours of work. 9 am to 7pm is equal to 10 hours,  less 1 hour lunch, less 4-15 minute breaks. There will be no break during any additional overtime hour that may be worked as shown under Item 6.  The firm's working personnel may coordinate the time for the breaks and lunch hour with the client. 

If there is reason not to take a break at a time that the Firm's personnel are scheduled for break, and the break is not had during that time, the break will be taken at the next available time.  If the work still does not allow for a break the client will be billed for that break time for an hours work x 2 or $400.00 for each break that is missed not due to neglect on part of the personnel. 

The breaks are not option for the firm's personnel and required by law for the firm to apply such standards. The firm expects complete cooperation with the client for these matters. 

8. If there are any changes for any reasons on part of any party, the party will pay all the necessary change fees for flights and otherwise. This does not relieve the Client of their responsibility of making payment for the areas outlined under this out of the area work policy. If a change must be made from the original date to be at the client's location to work, it must be done as soon as possible after that time; scheduled with the Client and firm. If the time will be extended beyond a date that the original flight time runs out, the Firm must pay for the personnel's Flight in such case to return back to the Client's location.

9. Unless unforeseen and emergency circumstances exist, such as for legal matters, and otherwise, each party must be given at least 48 hours advanced written notice if there will be any changes the scheduled work time and date. Such circumstances that will apply include audits, court appearances, health emergencies, sicknesses, disasters, acts of god, etc.

In such case where there is a question from a client as to missing the date of work at the last minute for example, the client may ask and be provided with necessary documentation to provide them with information to show the justification of the matter; including any statements from others that may lead to the justification.

10. At no time will flights or other billings prepaid, as noted within the above sections, be refundable by the firm to the Client.

11. All tax work at a client's location will be completed at the same rate as noted above while at the Client's location. If work, tax work and otherwise, is required to be taken back to the firm's office, the firm's normal billing rates will apply as noted within this Billing Policy.

12. If there is any dispute for any billing and otherwise, that the Client feels is not justified, or that they did not feel the Firm's personnel did not show up or stay during the working hours noted within this policy, the Client must pose the problem to the firm's personnel first in writing and then try to resolve it with the personnel. After this is done, the Client must send a written notice outlining the issues to the firms email at [email protected].

13. At no time is the firm's personnel allowed to make agreements other than those outlined within this policy. In Example, they cannot agree to take less money or work for more time and otherwise. The firm must approve any and all matters, in writing. The Client is not allowed to bring such matters to the attention of the firm's personnel and must deal with the Firm directly as outlined above under Item
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14. When working for the Client, the Client must sign the Worker's Time Sheet on a daily basis or as soon as it is practical to do so. At the beginning of each day, at 9am, or as soon as possible thereafter, the Personnel will present a detailed outline of what was done for the day, the time they arrived, the time they left and otherwise. On the last day the personnel must do it before they leave for the day. Again, all other sections of this Policy will apply. If the client or their authorized personnel is available and the time sheet cannot be signed or otherwise for whatever reason, the employee must make every attempt to get it done before they leave on the return flight.

15. The Personnel will provide the firm with the time sheets and the firm will review them for issues where the firm must reimburse the client for any time and otherwise. Each hour to the nearest hour will be billed at $200.00 for any deductions for any issues. Each break not taken will be billed separately to the client at the rate of $400.00. Each overtime hour or part thereof, will be billed or deducted at the rate of $400.00.

16. All matters for the client are the client's responsibility including copies and equipment and otherwise. The firms personnel will provide their own laptop or computer for working. The client must provide use of a printer or otherwise that may be needed for the work that is to be done. All disks USB and otherwise programs used for the clients behalf unless the Firm has a copy of them, will be the responsibility of the Client. All matters relating to all client work is the responsibility of the client.

17. Time for the purpose of this section will include any and all work done for the client for a given day. This includes accompanying them to places and otherwise. If the personnel is required to accompany a client for a certain matter this time will be part of the time worked for that day. Only when the personnel is on their 1 hour lunch break or 15 minute breaks, will it not be counted against the client. Again, any overtime hour or part of an hour will be billed to the client at the rate of $400.00 per hour. Only 8 hours are authorized for the entire work day unless the 1 hour overtime is needed.

18. If the personnel is scheduled to work the day and the client cannot do that the firms personnel will be on call at the clients request for that day as outlined within the above sections during the time they are allowed to work. Computer malfunctions and otherwise, unable to get paperwork, schedule meetings, and otherwise, not something done by the firm or its personnel, unless it is an emergency such as death in the clients immediate family, including grandparents and uncles, nieces, nephews and otherwise, will not be the fault of the Firm. 

The Firm may ask for documentation if they have reason to believe it is something that is not valid. The Client must comply with any reasonable request that shows beyond a doubt of a reasonably minded person that the problem was not the immediate fault of the client and was truly such an emergency noted above. No other matters of emergencies and otherwise will apply unless the firm agrees to do so in writing to the Client.

19. If any reimbursements are to be taken into account for any matters noted herein with the above sections, or any time deducted and otherwise, they will be applied toward any future out of the area work by the firms personnel and not to any work at the firms location unless first approved in writing to the client by the firm. The client must request this in writing to the firms email at [email protected]. The firm will deal with such request on a case-by-case basis based on all available information received in the process. If more information is requested, both the Firm and the Client must comply with any reasonable request.

20. Any disputes related to this out of work section must be arbitrated by an Arbitrator within the City of Boise, Idaho County of Ada State of Idaho. The damages for such arbitration is limited to actual out of pocket costs, plus $200.00 for bringing the arbitration suit. Also see our Policy Section later entitled:  Policy Subject To Arbitration

21. As with other sections of this Billing Policy, this out of area work policy is severable and subject to the laws of the State of Idaho.

Use of Local Professionals
Sometimes, it is necessary, or desirable, for the Firm to engage local professionals, such as, other accountants, notary services, advocates, attorneys, barristers, and the like, to handle various aspects of the client's proposed local activities.  This frequently occurs in international transactions or in transactions that involve multiple jurisdictions, even within the same country.

The Firm will work with the client to coordinate the activities of these local professionals and keep the client appropriately informed of their activities and the results achieved as well as all charges for the associated utilization of them.

Unless otherwise agreed, these local professionals will look to the client for payment and bill the Company directly for any services rendered. Because of its contacts, the Firm is usually always able to recommend highly competent local professionals with whom the Firm already has an existing relationship to best serve the clients interests.

Refunds and Otherwise
Once work has begun on any job, there will be no refunds of a Flat Fee Based Retainer.

If work has begun for a job and the job has not yet been completed, other than on a Flat Fee Based Retainer, the refund will be based on an amount after the deductions for time and incidentals have been deducted from said amount.

For the purpose of this Billing Policy a Flat Fee Based Retainer or otherwise, is determined to be in the form of a written Agreement or verbal contract or a payment in advance for completion of any work for a clients behalf which may include preparing income taxes, forms, letters, payroll based services, and otherwise. This includes but is not limited to work for Corporations, Trusts, Estates, and otherwise work for Non Profits and otherwise.

If the work for which the Flat Fee Based Retainer is not fully completed, and the Client does not want to go through with the Job for which it relates; there will be no refunds.

Flat Fee Based Retainers are for use on a particular job alone and cannot be transferred or assigned to others or used for incidentals and otherwise.

See below.

Avoid Problems when it comes to working with the Firm
Flat Fee Based Retainers – Exceptions for Refunds but not the Rule
Work has begun on a job – Flat Fee Based Retainer – No Refunds Provided
If you wish to cancel a job or work, and want to avoid charges, make sure you inform us at the earliest possible time in writing by sending an email to : [email protected].

If we have been paid a Flat Fee Based Retainer, and have cashed or deposited the funds, endorsed and otherwise; to which it applies, that means that work has already begun on that job. In that case, there will be no refunds in that case.

When we note work has begun on that job, it means such things as but not limited to:

1. Emails Calls or Texts Calls to the client or associates to gather job related information
2. Emails Calls or Texts to the Client or Associates to Inquire about Job documents
3. Researching Job related information for job completion such as IRS Regulations etc
4. Research related to completing the job properly for the Client
5. Completing any other work no matter how much time it took for the job in question
6. Completing any other task no matter how much time it took for the job in question
7. Speaking with the Client no matter how much time it took about doing the job in question
8. Accepting any type of payment for the job and cashing it or depositing it or taking receipt of it
9. Work or research related to job completion in any aspect not listed through 1-8 above. 

In any of the above cases, no matter how much time has or was expended, relating to any one or multiple items listed above (1-9) there will be no refunds on Flat Fee Based Retainers.

In most to all cases, one or more of the above (1-9) will have been completed so refunds are the exception as noted below; but not the rule.

Exceptions to Rules Flat Fee Based Retainers
In cases where we have not cashed, endorsed, endorsed, or deposited funds on a Flat Fee Based Retainer, or completed or started any of the items noted under above under 1-9, we will have not yet started on that job. In that case a full-refund to the client minus a convenience fee of $125.00 for our time will be deducted. See Terms Below Rules For Refunding Flat Fee Based Retainers.

Rules for Refunding of Flat Fee Based Retainers
We may endorse, cash or deposit an unused Flat Fee Based Retainer (if in the form of a Check or Money Order etc.,) and deduct our convenience fee noted above; portion from it. See below.

It will be our choice as to how a partial refund on a Flat Fee Based Retainer will be made; but such refund can take up to 10 days after the client requests it.

Remember, except in very rare circumstances, which are the exception, not the rule, there are no refunds on Flat Fee Based Retainers.

If any portion of that job has been completed, no matter how small or time intensive; as shown in these policies, and under our Flat Fee Based Retainer notes, and sections, there shall be no refunds on a Flat Fee Based Retainer if the Client decides to cancel the job for which it applies; or not complete the job.

Work Issues – Firms Right to Resolve
If there is a problem with any work that is or was completed, regardless of the work that is being done or has been done, the firm has the exclusive right to fix the problems or send it to someone who can.

If the firm cannot fix the problem, the firm will inform the client and maintain exclusive rights to retain someone competent to complete the work for the client at the expense of the firm.

Policy Exceptions
There are no exceptions to these policies.
You are urged to Contact the Firm in writing if you have any questions by Emailing [email protected].

Policy Effect and Date and Updates
This Policy has been accepted and approved by the Corporation and is effective as of January 1, 2007.  This policy may be updated as approved by the Corporation.  All changes take effect immediately and clients are advised to review this policy from time-to-time.

Severability in full of Firm Polices
This entire policy and all its sections of this Policy are Fully Severable under the law.

If a court of competent jurisdiction within the state of jurisdiction, finds that any part of this Policy violates the law which binds it, the Firm shall maintain the following:

a. maintains the right to change that section to bring it into agreement with said law or
b. maintains the right to take that section out.

Should any section be changed or taken out, the following shall apply:

a. the rest of the policy will still remain in full force and affect as though that section had not existed to begin with or
b. the rest of the policy will still remain in full force and affect and read as though that section with the necessary changes had existed to begin with.

For these reasons, this Policy and all its sections are considered fully Severable under the law.

Force Majeure
This policy is subject to Force Majeure.

Subject Law and Jurisdiction
This Policy and its sections are subject to the Laws of the State of Idaho and all disputes relating to such Policy and its sections are to be handled within the City of Boise, State of Idaho, County of Ada.

Policy Subject To Arbitration
This Policy and its sections are subject to the Rules of the American Arbitration Association (hereinafter AAA) and all disputes arising out of this Policy or Section are to be handled by Alternative Dispute Resolution (hereinafter ADR) within the Jurisdiction outlined within this Policy.

In performing ADR in relation to this Policy, or its sections contained, the Client or the party bringing the Action will carry all costs for such Actions unless the Arbitration Counsel finds otherwise.

Before bringing any action within according to the rules of the AAA, the party must first bring the matter to the attention of the other party and the other party will be given a chance to correct the error or problem and make a response for record.

Each party will have 30 days (thirty days) to make any response that it sees fit to the other party. If the matter is not resolved after both parties have been given sufficient time to respond as outlined herewith above, then the party may pursue the action with an Arbitrator as outlined within the Jurisdiction herein indicated above.

In order to ensure that a matter and issue is fresh, a party may bring forth ADR any section of this Policy accordingly as outlined herewith, but must do so within 3-Months (Three Months (Ninety Days)) after supposed incident took place which concerns any section or provision of this Policy.

Failure to do so will make null and void any other action from being pursued by such party.

Policy Changes and Revisions
The Firm reserves the right to make revisions to this policy or any sections at any time without notice.

Should the changes affect a clients billing procedure, or service rates change, for a client, or otherwise have an effect on their payment structure or billing, the client will be notified about the date the change will take affect, before those changes become effective.

If the client does not wish to continue service then it must inform the company at that time or before the changes take affect in writing by emailing the Firm at [email protected].

If any billing are due at the time, the client must make good on them before termination of final services is had or billing ceases.

This does not mean that the Firm will continue to bill you if you have related that you don't want us to work with you any longer, merely it relates that if you decide to do that, we expect you to make good on any payments that you may currently owe to our firm for the billing to cease in full. You must have a Zero Balance for the Firms Billing to cease.

Keep in mind that Firm Billing Policies noted herein above, include sections on late payment and other fees that are billed to Clients. Until the Client billings cease, these still may apply until the account is brought to a Completely Zero Balance due to the Firm.  

In such case you can still be billed for late payments for not paying you bill on time and merely not wanting to work with the firm anymore does not resolve you of your obligation to abide by our Polices that a billing may pertain to when it comes to owing the Firm on past due obligations.

Acceptable Firm Contact Methods to a Client For Policy or other Correspondence
Email shall be the preferred method to contact a Client relating to policy updates. A text may also be sent to notify that the client may have mail.

Where other matters are not possible noted above, and where applicable, a letter, fax, or phone call, may serve as notification to a client whenever possible and logical to do so.

When we bill a Client, we note on such billing in many cases, that they should also review these policies from time-to-time as well. This may also happen each time we may email a client.

We encourage as noted by these policies, All site users and Clients: You are encouraged to review these policies from time-to-time for relevant changes.

Policy Update August 2, 2024
by: Wayne Barney – Managing President
1.  General Areas Updated
2.  Highlights Added for easier reading
3.  Wording revised grammar and otherwise
4.  Added Additional Services and Pricing
5.  Updated Current Services or Pricing where applicable
6.  General other Updates and/or Fixes Needed 
7.  Links added and contact information 
8.  Site Use and Diclosure updated and revised.
9.  No adverse Affects on existing clients Since last updates

Approved by BC Business Services, Inc.
Original:  May 1, 2007
Last Revision August 2, 2024
Effective Immediately
Copyright 2024 – All Rights Reserved

Global Business and Professional Financial Services Since 1994