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PUBLIC OFFER AGREEMENT

This document is an official offer (public offer) from TaxHarbor Inc. (registration number 90123456, Massachusetts) to enter into an agreement for the provision of accounting, tax, and consulting services. By accepting the offer, you accept all the terms set forth below.

DEFINITIONS

🏢

Contractor

TaxHarbor Inc., a company registered in the state of Massachusetts, USA

🤝

Client

An individual or legal entity that has accepted the terms of this offer

📋

Services

Accounting, tax reporting, payroll, financial consulting

💳

Subscription Fee

Regular payment for services according to the selected pricing plan

SUBJECT OF THE AGREEMENT

The Contractor undertakes to provide the Client with the following types of services on a paid basis:

📊 Bookkeeping

Transaction categorization, account reconciliation, preparation of monthly financial statements (P&L, Balance Sheet, Cash Flow Statement)

📋 Tax Reporting

Preparation and electronic filing of federal (IRS) and state tax returns, calculation of quarterly estimated tax payments

💰 Payroll Services

Payroll calculation, tax withholdings, preparation and filing of forms 941, 940, W-2, 1099-NEC, payment of payroll taxes

🎯 Tax Planning

Consultations on tax burden optimization, selection of the optimal tax strategy, tax projection

📈 Financial Consulting

Analysis of the business's financial condition, budgeting, cash flow forecasting, growth recommendations

🔍 Audit Support

Representation of the Client's interests before the IRS and state tax authorities, preparation of responses to inquiries

⚖️ QUALITY STANDARD

The Contractor undertakes to provide the Services in accordance with generally accepted professional standards of accounting (GAAP) and tax preparation standards (IRS Circular 230). All work is performed by certified professionals (CPA, EA).

⚠️ LIABILITY OF THE PARTIES

TaxHarbor bears professional responsibility for the quality of services rendered. However, the Contractor is not liable for fines, penalties, and additional charges arising from the Client providing incomplete, inaccurate, or untimely data, as well as for the actions of third parties (banks, payment processors) not controlled by the Contractor.

PAYMENT TERMS

Service payment conditions

📅 Frequency Monthly prepayment by the 5th of the current month
💳 Payment Methods Bank card, ACH transfer, wire transfer, check
⏰ Payment Due Within 5 banking days of the invoice
🔄 Refunds Proportional to the unused period

OFFER ACCEPTANCE PROCEDURE

Acceptance of the offer is considered any of the following actions:

Date of acceptance — the date of the first of the above actions. From the moment of acceptance, the agreement is deemed concluded for an indefinite period.

TERMINATION OF THE AGREEMENT

Either Party has the right to terminate the agreement unilaterally by notifying the other Party 30 (thirty) calendar days before the termination date. Upon termination at the Client's initiative, a recalculation is made: the unused portion of the subscription fee is subject to refund, and services actually rendered beyond the paid period are subject to additional payment.

CONTRACTOR DETAILS

🏢 Legal Name TaxHarbor Inc.
📄 Registration Number 90123456 (Massachusetts)
🆔 EIN (Tax ID) 04-4567890
📍 Legal Address 3800 Harbor Boulevard, Suite 600, Boston, MA 02110
📧 Correspondence Email [email protected]
📞 Phone +1 (617) 555-8500