Terms of Service

Capstone Tax Consulting, Inc.  These Standard Terms of Service (“Terms”) apply in respect of all services carried out by us for you, except to the extent that we otherwise agree with you in writing.

 

  • Services:

    The services which we are to provide for you will be outlined in our engagement agreement (“Contract”).

  •  Financial:

    Fees:

i. The fees which we will charge or the manner in which they will be arrived at, are set out in our engagement agreement.

ii.If the engagement letter specifies a “fixed/flat” fee, we will charge this for the agreed scope of our services.

  • Services which falls outside that scope will be charged on an hourly rate basis as outlined in the engagement agreement. We will advise you as soon as reasonably practicable if it becomes necessary for us to provide services outside the agreed scope and if requested, give you an estimate of the likely amount of the further costs.

iii.Where our fees are calculated on an hourly basis, the hourly rates are set out in our engagement agreement. The differences in those rates reflect the experience and specialization of our professional staff.

  • Invoices:

i.We will send you an invoice on completion of the matter, additional service fees are required, or termination of our engagement, if requested by the client or the corporation deems it necessary for prompt payment. We may also send you an interim invoice, when we incur a significant service work not originally foreseen.

  • Payment:

i.Invoices are payable within 15 – 30 days of the date of the invoice, unless alternative arrangements have been made with us.

ii.We may require interest/late fees to be paid on any amount which is more than 60 days overdue. Interest will be calculated at the rate of 10% of outstanding balance.

  • Security:

i.We may ask you to pre-pay amounts to us to begin engagement, or to provide security for our fees and expenses. i.e. postdated payments on a valid credit card or bank account.

ii. 

  • To debit against amounts agreed upon from agreed upon payment sources outlined in the engagement agreement or any of its addendums.

  • To deduct from funds from agreed upon payment sources for additional services fees only if, you have agreed to additional payments in writing, secure e-signature, or to a known verbal recorded agreement for which we have provided in an invoice or discussed and agree to additional services verbally or in writing.

  • We will deduct from the initial fee for service fees for work, actions, or services performed as contracted in the engagement agreement at hourly rates outlined in the engagement agreement depending on professional services rendered.

    Capstone Tax Consulting, Inc. Reserves the right to add overhead charges for:

    Facsimile, mail, server, or any other reasonable costs. Overhead will be billed at $20.00 - $40.00 per service hour performed.

  • Confidentiality:

    We will hold in confidence all information concerning you or your affairs that we acquire during the course of acting for you. We will not disclose any of this information to any other person except:

i.To the extent necessary or desirable to enable us to carry out your instructions;

ii.To the extent required by law or by the Law Society’s Rules of Conduct and Client Care for Lawyers;

iii.To protect your best interest with the IRS and State Taxing Authorities.

iv.Confidential information concerning you will as far as practicable be made available only to those within our firm who are providing services for you.

v.We will of course, not disclose to you confidential information which we have in relation to any other client.

  • Termination:

    You may terminate our services at any time.

     We may terminate our service in any of the circumstances set out engagement agreement are not upheld.

i.If our service is terminated you must pay us all fees due up to the date of termination and all expenses incurred up to that date.

  • Retention of Files and Documents:

    You authorize us (without further reference to you) to destroy all files and documents for this matter (other than any documents that we hold in safe custody for you) 7 years after our engagement ends, or earlier if we have converted those files and documents to an electronic format.

  • Conflicts of Interest:

i.We have procedures in place to identify and respond to conflicts of interest. If a conflict of interest arises we will advise you of this and follow our procedures.

  • Fiduciary Responsibilities:

    Capstone Tax Consulting, Inc.:

i.Protect and promote your interests and act for you free from compromising influences or loyalties.

ii.Discuss with you our objectives and how they should best be achieved.

iii.Act competently, in a timely way, and in accordance with instructions received and arrangements made.

iv.Protect your privacy and ensure appropriate confidentiality.

v.Treat you fairly, respectfully and without discrimination.

vi.Give you clear information and advice.

vii.Keep you informed about the work being done and advise you when it is completed.

viii.Let you know how to make a complaint and deal with any complaint promptly and fairly.

  • Client:

i.Return contact timely.

ii.Respond to correspondences timely.

iii.Refer/forward all written and verbal contact from the IRS &/or State Taxing Authorities to Capstone Tax Consulting, Inc. or its agents timely.

iv.Refrain from direct contact with the IRS &/or State Taxing Authorities while engaged with Capstone Tax Consulting, Inc.

v.Satisfy all agreed upon payments within the agreed upon time frame or adhere to the aforementioned contingencies.

vi.Not to dishonor payments agreed upon in writing or verbally as outlined above by issuing directly or indirectly Non-Authorizations, or Charge Backs.

  • The basis of our charges:

    Unless agreed otherwise our fees are based on the range of factors including time, expertise, importance, urgency and results achieved. Details of our charges are available at any time upon request.

  • Complaints:

    We maintain a procedure for handling any complaints by clients, designed to ensure that a complaint is dealt with promptly and fairly. If you have a complaint about our services or charges, you may refer your complaint to the person in our firm who has overall responsibility for your work. If you do not wish to refer your complaint to that person, or you are not satisfied with that person’s response to your complaint, you may refer your complaint to any other principal of the corporation.

i.Client agrees to make reasonable efforts to handle any and all complaint internally before third party complaints are made.

  • Any Third Party Complaints will be factual and client agrees to provide a copy of terms of service and a signed copy of the engagement agreement to whomever the client complains to. A copy of both will be provided to the client within reasonable time to express the client’s complaint to a Third Party.

  • General:

i.These Terms apply to any current engagement and also to any future engagement, whether or not we send you another copy of them. We are entitled to change these Terms from time to time, in which case we will send you amended Terms upon request or within reasonable time frame after engagement has been altered.

ii.Our relationship with you is governed by Colorado law(s) and Colorado courts have exclusive jurisdiction. We value an ongoing relationship with you. These Terms are the core basis of our relationship and our commitment to you to attend to your affairs diligently, with an efficient, effective and professional service.