Terms of Service

Terms of Service

Comprehensive Tax Services Agreement
Effective Date: January 6, 2026  ·  Version: 6.0

These Terms of Service (the "Agreement") are entered into by and between Profit Solutions Pro Inc., a Florida corporation, registered at 9702 SW 83rd Way, Gainesville, FL 32608, doing business as Profit Solutions ("PS," "we," "us," or "our") and the individual or entity that accepts these terms ("Client," "you," or "your").

BY ACCEPTING THESE TERMS, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREED TO ALL TERMS AND CONDITIONS OUTLINED HEREIN.

1. Definitions

"Agreement" means these Terms of Service including all engagement agreements and addendums.

"Blueprint" or "WAB" means Wealth Acceleration Blueprint, showing specific tax strategies.

"Bookkeeping Services" means transaction recording, reconciliation, and financial statement preparation.

"Engagement Agreement" means specific service contracts referencing these Terms, including Tax Resolution Engagement Agreement, Tax Architecture Services Engagement Agreement, Tax Optimization Engagement Agreement, Tax Essentials Service Agreement, and Bookkeeping Services Engagement Agreement.

"Power of Attorney" means IRS Form 2848 or state equivalent for representation.

"PTOR" means Preliminary Tax Optimization Report.

"Services" means all services provided by PS across all service lines.

"Tax Architecture Services" means comprehensive tax planning, strategy design, and implementation services including entity optimization, retirement planning, and multi-year tax reduction strategies as detailed in Section 2.2A.

"Tax Essentials Services" means integrated monthly bookkeeping, quarterly tax planning, and annual tax return preparation services as detailed in Section 2.3.

"Tax Resolution Services" means IRS/state tax controversy and collection matters.

"Tax Optimization Services" means proprietary tax planning and implementation strategies.

"Work Product" means all deliverables, reports, tax returns, financial statements, and other materials created specifically for Client.

2. Scope of Services

2.1 Tax Resolution Services

Services Include:

• Analysis of tax liabilities and assessments
• Communication with tax authorities on Client's behalf
• Negotiation of payment arrangements and settlements
• Offer in Compromise preparation and submission
• Installment agreement negotiation
• Currently Not Collectible status requests
• Penalty abatement requests
• Lien and levy release negotiations
• Audit representation
• Appeals representation
• Collection Due Process hearings
• Trust Fund Recovery Penalty defense
• State tax resolution matters

Client Understanding:

• Requires execution of Power of Attorney (Form 2848)
• No guarantee of specific outcomes or IRS acceptance
• Resolution timeframes vary significantly
• Client remains liable for underlying tax obligations
• Penalties and interest continue to accrue during resolution

2.2 Tax Optimization Services

Services Include:

• Discovery calls and opportunity analysis
• Preliminary Tax Optimization Reports (PTOR)
• Wealth Acceleration Blueprints (WAB)
• Entity structure analysis and restructuring
• Retirement plan design and optimization
• Family employment strategies
• Deduction maximization strategies
• Income shifting and timing strategies
• Real estate tax strategies
• Investment tax optimization
• Quarterly planning sessions
• Annual tax projections
• Strategy implementation support
• Ongoing compliance monitoring

Client Understanding:

• Strategies are proprietary PS intellectual property
• Implementation requires client action and cooperation
• IRS may challenge any tax position
• Results depend on the client's specific circumstances
• Annual savings estimates are projections, not guarantees

2.2A Tax Architecture Services

Services Include:

• Comprehensive tax return forensic analysis (2–3 years of historical returns)
• Custom Tax Architecture Blueprint (WAB) creation requiring 6–8 hours of professional analysis
• Entity structure analysis and optimization recommendations
• S-Corporation election analysis and reasonable compensation determination
• Spousal employment strategies and tax optimization
• Retirement plan implementation and design:
  • Solo 401(k) establishment and maximization
  • SEP-IRA analysis and implementation
  • Defined Benefit Plan evaluation and setup
  • Cash Balance Pension Plan analysis
  • Dual participant strategies for spouses
• Equipment and technology investment planning (Section 179 deductions)
• Accountable plan implementation for business expense reimbursements
• Real estate tax strategy development:
  • Practice real estate ownership structuring
  • Cost segregation study coordination and implementation
  • Rental property optimization
• Income timing and deferral strategies:
  • Accounts receivable management
  • Prepaid expense optimization
  • Income coordination between spouses
• Family employment program design and implementation
• Health and welfare benefits optimization:
  • Health Reimbursement Arrangement (HRA) setup
  • Dependent care benefit maximization
• Charitable planning integration:
  • Donor-Advised Fund strategies
  • Qualified Charitable Distribution (QCD) planning
• Practice valuation and exit planning foundation
• Tax credit maximization:
  • Research & Development (R&D) credit analysis
  • Work Opportunity Tax Credit (WOTC) screening
  • Energy credit identification
• Ongoing compliance and monitoring throughout engagement
• Quarterly tax planning review sessions
• Documentation requirements management and audit defense preparation
• Year-round consultation and strategy adjustment
• Coordination with client's other professional advisors (CPA, attorney, financial advisor)

Fee Structure:

• One-time Tax Architecture Fee (non-refundable upon signing; compensates for immediate forensic analysis and Blueprint creation)
• Monthly Architecture Maintenance Fee (36-month minimum commitment; covers ongoing implementation, monitoring, quarterly reviews, and unlimited consultation)
• All fees specified in the Tax Architecture Services Engagement Agreement
• 3% credit card processing fee applies to all credit card payments
• Additional services beyond contracted scope billed separately at standard professional rates
• Annual planning sessions and strategy updates included in the monthly maintenance fee

Client Understanding:

• Strategies are proprietary PS intellectual property and confidential
• Implementation requires client action, cooperation, and timely execution
• IRS may challenge any tax position; PS defends all positions taken
• Results depend on the client's specific circumstances, income level, and business structure
• Annual savings estimates are projections based on current tax law, not guarantees
• Strategies must be implemented timely to be effective (some have deadline requirements)
• Some strategies require specific IRS deadlines (e.g., S-Corp election by March 15)
• Compliance with implemented strategies is the client's ongoing responsibility
• Client must provide accurate and complete financial information
• Client must notify PS of material changes affecting tax strategies

Service Limitations:

• PS does not guarantee specific IRS decisions, approvals, or outcomes
• PS does not guarantee a specific dollar amount of tax savings
• Tax law changes (legislative, regulatory, or judicial) may affect strategy viability
• PS relies on client-provided information; analysis accuracy depends on information completeness
• Some strategies require third-party professional services (legal counsel, actuarial services, appraisals)
• International tax matters may require specialized expertise beyond PS scope
• Client remains ultimately responsible for all tax filing and payment obligations
• PS provides strategy design and implementation support, not legal advice (unless separately engaged as attorney)

Implementation Requirements:

• Client must implement recommended strategies in a timely manner per the implementation timeline
• Client must maintain proper documentation for all implemented strategies
• Client must notify PS immediately of material business or financial changes
• Client must consult PS before making major financial decisions affecting tax strategies
• Client must follow ongoing compliance requirements for each implemented strategy
• Client must provide quarterly financial updates as requested by PS
• Client must file tax returns as prepared by PS or coordinated tax preparer
• Client must maintain records per IRS requirements (minimum 7 years)

2.3 Tax Essentials Services

2.3.1 What We Do

Profit Solutions provides comprehensive accounting, bookkeeping, and tax services under the Tax Essentials program, including:

• Monthly bookkeeping services using QuickBooks Online (QBO)
• Transaction categorization and reconciliations
• Financial statement preparation (Balance Sheet, Profit & Loss, Cash Flow Statement)
• Quarterly tax planning and estimated payment calculations
• Annual tax return preparation and filing (federal and state)
• Extensions filed if needed
• Quarterly financial review calls with your assigned team
• QuickBooks Online subscription (included in monthly fee: Simple Start: $38/month, Essentials: $75/month; higher-tier QBO plans available to upgrade at pass-through additional monthly rates, depending on client needs)
• Ongoing tax consulting via email/phone during business hours (Monday–Friday, 9am–6pm EST)
• IRS/state notice response assistance for matters related to returns we prepared

2.3.2 What We Don't Do

Unless separately agreed in writing, Tax Essentials does NOT include:

• Tax audit representation (available as an add-on service at $250/hour)
• Legal services or legal advice (we are accountants, not attorneys)
• Entity formation or restructuring (upgrade to Tax Architecture)
• Payroll processing (available as an add-on service)
• Advanced tax strategies such as cost segregation, defined benefit plans, or multi-entity optimization (upgrade to Tax Architecture)
• Financial planning or investment advice (we are not registered investment advisors)
• Bookkeeping prior to your start date (we start fresh from your onboarding date)

2.3.3 Service Delivery Model

We use a team-based approach with multiple quality control layers:

• All work reviewed by U.S.-based licensed professionals (EA/CPA)
• Quality control procedures applied to all deliverables
• U.S.-based client communication during business hours
• Third-party service providers used for certain functions (bound by confidentiality)

You acknowledge and accept this service delivery model as part of our ability to provide high-quality services at competitive pricing.

2.3.4 Service Tier & Pricing

Tax Essentials is offered in two tiers based on annual net profit:

Tier 1: $780/month ($9,360/year)

• For businesses with $150,000–$250,000 annual net profit

Tier 2: $1,230/month ($14,760/year)

• For businesses with $250,000–$400,000 annual net profit

This fee includes all services listed in Section 2.3.1, including QuickBooks Online subscription.

2.3.5 Data Access Requirements — Critical

CRITICAL: Accurate bookkeeping and tax preparation require continuous access to your complete financial transaction data.

2.3.5.1 The Critical Importance of Data Access

Professional bookkeeping and tax preparation is impossible without continuous, complete access to your financial transaction data. Unlike traditional accounting where you "deliver a shoebox of receipts once a year," modern accounting requires real-time or near-real-time data access to provide the proactive, year-round tax planning that is the core value of our Tax Essentials service.

You acknowledge that:

• Accurate books require every transaction from every business account
• Missing even one account results in incomplete financial statements
• Incomplete financial statements make effective tax planning impossible
• Tax planning opportunities are time-sensitive and cannot be recaptured retroactively
• Our ability to deliver value depends entirely on your cooperation in providing data access

2.3.5.2 Primary Access Method: Automated Bank Feeds

We use secure, bank-level, read-only access to your financial accounts via third-party aggregation services including:

• Plaid (OAuth-based, token authentication, 12,000+ supported institutions)
• Yodlee (backup system, broader international coverage)
• Intuit Data Feeds (native QuickBooks Online integration)

How it works:

• During onboarding, you authorize connections to all business accounts
• You log in through your bank's official website or app (not through us)
• Your bank issues a secure token granting us read-only access
• Transactions flow automatically into QuickBooks Online
• We never see or store your banking passwords
• You can revoke access at any time through your bank's security settings

Security and privacy:

• Read-only access (we cannot move money, make payments, or initiate transactions)
• Bank-level encryption (256-bit SSL)
• FDIC-approved aggregation services
• OAuth 2.0 token-based authentication (industry standard)
• No password storage on our systems
• Compliant with GLBA, SOC 2, and PCI-DSS standards

Your obligations for automated feeds — you agree to:

• Authorize initial connections during onboarding (all business accounts)
• Maintain active connections throughout the term of this Agreement
• Respond to connection issues within 48 hours of notification
• Re-authorize connections immediately if they break (password change, 2FA update, bank security upgrade)
• Notify us within 5 business days of any account changes (new accounts, closed accounts, changed banks)
• Do not revoke access without cause and without providing alternative access methods

2.3.5.3 When Automated Feeds Break

Automated bank feeds occasionally break due to:

• You changing your bank password (feed breaks until you re-authorize)
• Bank implementing new security requirements (2FA, biometric login)
• Bank system updates or maintenance
• Account closure or transfer to new institution
• Institutional restrictions on third-party access

When a feed breaks, here's what happens:

Day 0: Automated Detection & Notification

• Our system detects the broken connection
• You receive automated email and SMS notification
• Message includes one-click link to re-authorize through your bank
• Takes 2–3 minutes to fix

Day 2: Personal Outreach

• If not fixed within 48 hours, your account manager calls you
• We walk you through re-authorization over the phone
• If your bank no longer supports automated feeds, we discuss alternative methods

Day 7: Escalation & Fee Warning

• If not fixed within 7 days, you receive written notice from our operations director
• Notice explains consequences (manual entry fees, incomplete books, service suspension)
• You have until end of Day 10 to restore access or provide alternative data

Day 10: Books Marked Incomplete

• Your books are marked "incomplete" in client portal
• We cannot provide accurate financial statements
• We cannot perform tax planning (requires complete, accurate books)
• Monthly fee continues (services are available, you're not providing required data)

Day 15: Service Suspension

• If no data access restored by Day 15, services are suspended
• No bookkeeping work performed until you restore access
• Monthly fee continues (you remain under contract, services are available)
• Tax deadlines continue to run (we are not responsible for missed deadlines during your non-compliance)

Day 30: Potential Termination

• If no data access after 30 days, we reserve the right to terminate Agreement for cause
• You remain liable for any unpaid fees through termination date
• We deliver all work completed to date

Critical tax season rules: If your data access breaks during tax season (January 15 – April 15):

• You must restore access within 24 hours (not 48 hours)
• If not restored by March 1st for prior year returns, we WILL file an automatic extension
• Extension filing does NOT extend payment deadline (you may owe penalties and interest)
• We are not liable for late filing penalties caused by your failure to provide data

2.3.5.4 Alternative Data Access Methods

If automated feeds are permanently unavailable (your bank doesn't support aggregation, institutional restrictions, etc.), you must use one of the following alternative methods:

Method A: Monthly CSV/QFX File Upload (No Additional Fee)

Requirements:

• Download transaction files from your bank monthly
• Upload via our secure client portal by the 5th of each month
• Files must be in CSV, QFX, QBO, or OFX format
• Must include ALL transactions from the prior month
• Must cover ALL business accounts (banks, credit cards, merchant processors)

Process:

• Log into your bank website
• Navigate to "Download Transactions" or "Export to QuickBooks"
• Select prior month date range
• Download file
• Upload to our portal (link provided)

Timeline:

• Files due by 5th of month for prior month transactions
• If not received by 10th, books marked incomplete
• If not received by 15th, services suspended

This method is included in your monthly fee as long as you comply with the 5th-of-month deadline.

Method B: Manual Data Entry from Statements (Additional Fee)

If you cannot or will not provide files:

• Email or upload PDF bank/credit card statements monthly
• We manually enter transactions into QuickBooks
• Billed at $150/hour (minimum 2 hours per month)
• Charged in addition to your monthly fee

Typical time required:

• 2–3 hours/month for simple businesses (1 bank, 1 credit card)
• 4–6 hours/month for complex businesses (multiple accounts, high transaction volume)
• Cost: $300–$900/month additional

This fee applies because:

• Manual entry is labor-intensive and error-prone
• It defeats the efficiency of our automated systems
• It is entirely avoidable if you maintain automated feeds or upload files on time
• We price our base service assuming automated data access

Method C: Hybrid Approach

You may use automated feeds for some accounts and manual methods for others (e.g., Plaid for banks, manual upload for one credit card your bank doesn't support). This is acceptable as long as:

• We receive ALL transaction data by the 10th of each month
• You clearly communicate which accounts use which methods
• You comply with deadlines for each method

2.3.5.5 All Business Accounts Required

You must provide access to:

• All business bank accounts
• All business credit cards
• All merchant processing accounts (Stripe, PayPal, Square, etc.)
• All business loan accounts

Partial access = incomplete books. We cannot perform accurate tax planning without complete data.

2.3.5.6 Newly Opened or Closed Accounts

You must notify us within 5 business days of:

• Opening any new business bank account, credit card, loan, or financial account
• Closing any existing account
• Transferring accounts to a new institution
• Changing account numbers or account types

Why this matters: If you open a new account and don't tell us:

• Transactions in that account are missing from your books
• Your financial statements are wrong
• Your tax planning is based on incomplete information
• You may miss deductions or owe more tax than necessary
• We cannot catch this error because we don't know the account exists

Consequences of failure to notify:

• Incomplete books and financial statements
• Inaccurate tax planning
• Potential tax underpayment (you may owe penalties and interest)
• Potential amended return fees ($500 per return to correct)
• We are not liable for issues arising from accounts you failed to disclose

2.3.5.7 Your Responsibility for Data Accuracy

While we import transactions automatically, you remain responsible for:

• Transaction accuracy (imported amounts match actual amounts)
• Account reconciliation (identifying errors, missing transactions, duplicates)
• Categorization review (transactions are categorized correctly)
• Receipt/documentation retention (supporting documentation for business expenses)

Our role:

• Import transactions via automated feeds
• Categorize transactions based on merchant/description patterns
• Perform monthly reconciliations
• Flag unusual or questionable transactions for your review

Your role:

• Review categorizations monthly
• Provide context for unusual transactions
• Confirm business vs. personal expenses
• Maintain receipts for audit purposes

If automated data is wrong: Occasionally, banks mis-report transactions (duplicate entries, wrong amounts, delayed postings). If you identify an error:

• Notify us immediately
• We will investigate with the bank/aggregation service
• We will correct your books once confirmed
• These corrections are included in your monthly fee

However, if the error is on your side (you forgot about a transaction, you mis-categorized it in your own records), and we need to research historical data to fix it, we may charge our hourly rate for extensive research (more than 30 minutes).

2.3.5.8 Liability for Data Access Failures

We are not liable for:

• Penalties, interest, or tax underpayments resulting from your failure to provide timely data access
• Missed tax planning opportunities due to incomplete data
• Late filing fees or penalties due to missing data
• Lost deductions or tax benefits you would have received if data was complete
• Errors in financial statements caused by missing accounts or transactions
• Time and cost required to fix returns if we discover missing accounts after filing

You acknowledge that:

• Timely, complete data access is YOUR responsibility, not ours
• We have provided multiple methods for data access (automated, upload, manual)
• We have provided clear deadlines and consequences
• You have read and understood these requirements
• Failures on your part do not excuse you from paying monthly fees

Exception: If automated feeds break due to our error (we failed to monitor, we didn't notify you promptly, we didn't follow up), and this causes issues with your books or taxes, we will work with you to resolve at no additional charge. However, this exception does NOT apply if the root cause is on your side (password change, bank closure, failure to respond to our notifications).

2.3.5.9 Best Practices to Avoid Data Access Issues

To ensure uninterrupted service:

• Authorize all accounts during onboarding (don't leave any out)
• Respond to connection alerts within 24 hours (fix before it becomes a problem)
• Update us immediately if you change passwords (before the feed breaks)
• Keep your email/phone current (so you receive our notifications)
• Don't revoke access without discussion (call us first if there's a concern)
• Use strong, stable banking credentials (avoid frequent password changes)
• Notify us of new accounts within 5 days (so we can connect them)
• Set a calendar reminder for the 5th of each month (if using CSV upload method)

Pro tip: If you know you'll be unavailable (vacation, medical leave, sabbatical), notify us in advance and either: pre-authorize a trusted team member to handle re-authorizations, switch to CSV upload method temporarily, or give us a heads-up so we can plan accordingly. We work with you. We just need you to meet us halfway.

2.3.6 Agreement Term Options

Tax Essentials is available with two term options:

Option 1: 24-Month Agreement (Most Popular)

• Term: 24 months from start date
• Setup Fee: $0 (waived)
• Commitment: Binding 24-month commitment — no cancellation during term
• After 24 Months: Automatically converts to month-to-month with 30-day notice
• Start Date: Per Service Agreement
• End Date: 24 months from the first day of the first complete month

Option 2: Month-to-Month Agreement

• Term: Month-to-month
• Setup Fee: $3,500 (one-time, due upon signing, non-refundable)
• Cancellation: Either party may cancel with 30 days written notice
• Start Date: Per Service Agreement

Why 24 months? Tax strategy requires time to implement. We waive the $3,500 setup fee because the 24-month commitment allows us to recover onboarding costs and deliver results through 2 full tax cycles.

2.4 Bookkeeping and Accounting Services

Services Include:

• Monthly transaction recording and categorization
• Bank account reconciliation
• Credit card account reconciliation
• Accounts receivable tracking
• Accounts payable tracking
• Financial statement preparation (Balance Sheet, P&L, Cash Flow)
• QuickBooks setup, training, and maintenance
• Chart of accounts design and optimization
• Month-end and year-end closing procedures
• Sales tax return preparation (if contracted)
• Payroll processing (if contracted separately)
• 1099 preparation and filing
• Financial analysis and KPI reporting
• Clean-up of prior period books

Service Limitations — Critical:

• PS provides bookkeeping services, NOT audit or assurance services
• PS does NOT provide CPA attestation or audit opinions
• Financial statements are COMPILED ONLY without audit procedures
• PS relies entirely on accuracy of Client-provided information
• PS is NOT responsible for detecting fraud, embezzlement, or theft
• Reviews performed are management reviews, NOT audits under GAAS
• Client retains ultimate responsibility for financial accuracy
• No warranty regarding accuracy of underlying transactions

Transaction Volume Limits:

• Fees based on contracted monthly transaction volumes
• Overage transactions billed at $2.00 per transaction over limit
• Major volume changes may require fee renegotiation
• Catch-up work for prior periods billed separately at project rates

Software and System Requirements:

• Client must maintain current QuickBooks Online subscription
• Client must grant and maintain PS administrative access
• PS not liable for QuickBooks outages or third-party failures
• Client responsible for bank feed disconnections or issues
• Client must provide access to all financial institutions
• Client must maintain internet connectivity and system access

Client Responsibilities for Bookkeeping:

• Provide timely access to ALL financial accounts
• Maintain and provide original source documents
• Respond to information requests within 24 hours
• Review and approve monthly financials within 5 business days
• Immediately notify PS of any account access issues
• Provide explanations for unusual transactions
• Notify PS of any known errors or discrepancies
• Maintain supporting documentation per IRS requirements (7 years)

Record Retention:

• PS retains work product for 7 years from service date
• Client must retain original source documents per IRS requirements
• Upon termination, Client receives copy of QuickBooks file (after final payment)
• PS may destroy records after 7-year retention period

2.5 Tax Return Preparation

Services Include:

• Individual tax returns (1040)
• Business tax returns (1065, 1120, 1120S)
• Multi-state returns
• Extension filing
• Amended returns
• Prior year returns
• E-filing included where available

Client Understanding:

• Fees based on return complexity
• Rush fees apply for requests within 30 days of deadline
• Client provides all necessary documentation
• Client signs and is responsible for return accuracy
• Client responsible for estimated tax payments

2.6 Additional Services

As Contracted:

• Business consulting and advisory
• Financial planning coordination
• Entity formation and registration
• Succession planning support
• M&A transaction support
• CFO advisory services

2.7 Service Standards and Disclaimers

PS WILL:

• Use commercially reasonable efforts to provide quality services
• Apply industry-standard methodologies and practices
• Maintain professional competence and licensing
• Communicate material issues promptly
• Provide reasonable client support

PS DOES NOT GUARANTEE:

• Specific tax savings amounts or percentages
• IRS approval or acceptance of any position
• Tax resolution outcomes or settlement amounts
• Audit results or examination outcomes
• Business performance improvements
• Financial statement accuracy beyond information provided
• Detection of fraud, errors, or embezzlement
• Specific timeframes for service completion
• Third-party system reliability (QuickBooks, banks, etc.)

2.8 Accessibility

PS provides reasonable accommodations for persons with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state laws. Please contact us at accessibility@profitsolutions.com to request accommodations.

2.9 Multiple Service Engagements

When Client engages multiple service lines:

• Each service requires separate Engagement Agreement
• All Engagement Agreements incorporate these Terms of Service
• Fees are cumulative unless bundled discount specified in writing
• Termination of one service does not automatically terminate others
• Information may be shared across service lines for Client's benefit
• Single payment default may impact all active services
• Confidentiality and IP provisions apply across all services
• Combined services may offer operational efficiencies

3. Client Obligations

3.1 General Obligations — All Services

Client SHALL:

• Provide complete, accurate, and timely information
• Submit requested documents within specified deadlines (48 hours unless otherwise specified)
• Execute all required authorizations and forms
• Maintain all records as required by federal and state law
• Pay all fees when due according to Engagement Agreement
• Cooperate fully and promptly with PS
• Review deliverables and provide timely feedback
• Notify PS immediately of any material changes affecting services
• Maintain insurance coverage as applicable
• Comply with all applicable laws and regulations

Client WARRANTS:

• All information provided is true, accurate, and complete
• Client has authority to enter this Agreement
• Client has rights to all materials provided to PS
• No third-party rights are violated by Client's engagement
• Client will use PS services for lawful purposes only
• Client is not subject to bankruptcy or insolvency proceedings (unless disclosed)

3.2 Tax Resolution Specific Obligations

For Tax Resolution matters, Client MUST:

• Provide ALL IRS and state tax notices immediately upon receipt
• Disclose ALL tax years with known or potential issues
• Submit complete and accurate financial information (433-A, 433-B forms)
• Stay current with ALL ongoing tax filing and payment obligations
• Attend all required meetings, hearings, and appointments
• Follow PS recommendations and advice promptly
• Immediately notify PS of any IRS or state contact
• Provide Power of Attorney authorization (Form 2848)
• Respond to PS requests within 24-48 hours
• Not communicate with IRS/state authorities without PS knowledge
• Disclose all assets, income, and financial information fully

Critical Deadline Compliance: IRS and state deadlines are firm and immovable. Failure to provide documents timely may result in:

• Missed statute of limitations deadlines
• Loss of appeal rights
• Increased penalties and interest accrual
• Denial of settlement opportunities
• Enforced collection actions (levies, liens, garnishments)
• Additional professional fees for expedited work
• Termination of representation

3.3 Tax Optimization Specific Obligations

For Tax Optimization Services, Client agrees to:

• Provide requested tax returns and financial documents within 48 hours
• Submit complete and accurate financial information

This document continues with the remainder of Section 3 (Client Obligations) through Section 13 (including the binding arbitration provisions referenced above) and beyond. Please contact info@profitsolutions.com for the complete, current version of these Terms of Service.

Contact

Profit Solutions Pro, Inc.
9702 SW 83rd Way
Gainesville, FL 32608
support@profitsolutions.com
(888) 450-3451