Terms of Service

This Service Agreement (“Agreement”) confirms the terms under which Square Accounting LLC (“Firm,” “we,” “us”) will provide services to each client (“Client,” “you”).

1) Engagement period

This engagement begins on the date accepted and covers: This Calendar Year.
If ongoing services are selected, this Agreement renews annually unless modified in writing or terminated under Section 16.

2) Services (Offered as Invoiced or Otherwise Agreed)

Square Accounting LLC (“we,” “us,” “our”) may provide one or more of the services below. Your applicable services are only those (i) shown on your invoice(s), proposal(s), statement of work, or written approval, or (ii) otherwise confirmed by us in writing (collectively, “Authorized Services”). Any service not included in the Authorized Services is not part of our obligations.

A) Tax Return Preparation

If tax return preparation is included in your Authorized Services, we will prepare and file the tax returns identified in your invoice, proposal, or written approval. Tax returns may include, as applicable:

  • Individual returns (e.g., Form 1040 and related schedules), including any agreed state and local filings;

  • Business/entity returns (e.g., Forms 1120S, 1065, 1120, 1041, 706, or other federal/state forms), including any agreed state and local filings;

  • Amended returns, only when specifically authorized.

We will not prepare returns for jurisdictions, entities, or tax years not specifically included in the Authorized Services.

B) Tax Planning and Advisory

If tax planning and/or advisory services are included in your Authorized Services, we may provide guidance on items such as estimated tax considerations, entity-level planning topics, timing strategies, and periodic consultations. Advisory services are based on the information you provide and are limited to the scope, cadence, and deliverables described in the Authorized Services.

C) Bookkeeping and Financial Reporting

If bookkeeping and/or financial reporting is included in your Authorized Services, we will provide bookkeeping services using the platform(s) identified (e.g., QuickBooks Online or Xero) and deliver financial reports at the frequency authorized (monthly/quarterly/annual). Services may include transaction categorization, reconciliations, and preparation of agreed financial statements (such as Profit & Loss, Balance Sheet, and Cash Flow summaries where applicable), as described in the Authorized Services.

D) 1099 Preparation and Filing

If 1099 preparation and filing is included in your Authorized Services, we will prepare and file applicable Forms 1099 (e.g., 1099-NEC/1099-MISC) based on the vendor, payment, and taxpayer information you provide. Timely and accurate filing depends on your timely delivery of complete vendor details, payment totals, and required tax documentation.

E) Extensions

If extension services are included in your Authorized Services—or if we reasonably determine an extension is necessary due to missing information, late delivery, unresolved items, or other timing constraints—you authorize us to prepare and file extensions for applicable returns when feasible.

Important: An extension extends the filing deadline, not the deadline to pay tax. You remain responsible for timely payment of any tax due. Any extension-related payment recommendations are estimates based on the information available at the time.

3) Jurisdictions included

These terms of service may include federal and any agreed state/local filings in any jurisdiction as agreed upon in writing.
Any additional states/localities not listed are excluded unless added in writing.

4) Services not included (unless added in writing)

Unless expressly  written, the following are not included:

  • Audit, review, or compilation engagements under attestation standards (no assurance).

  • Forensic accounting, fraud investigations, or internal control reviews.

  • Payroll processing or payroll tax filings (941/940/W-2/W-3/state payroll filings).

  • Sales/use tax registrations or returns.

  • Business valuations, or investment advisory services.

  • Representation in examinations, appeals, or collection matters (billed hourly).

5) Client responsibilities (critical)

You agree to:

  1. Provide complete and accurate information and documents necessary for services.

  2. Maintain supporting documentation for all items reported (income, expenses, deductions, credits, basis, etc.).

  3. Respond promptly to requests for clarification.

  4. Review deliverables (including returns) before signing authorizations and filing.

You understand that outcomes depend on the accuracy and completeness of the information you provide.

6) Our responsibilities and reliance

We will perform services with reasonable professional care based on the information you provide. We may ask follow-up questions when information appears incomplete, inconsistent, or unusual. We do not audit or independently verify all underlying documentation, except as needed for reasonableness and preparation.

7) E-filing and authorizations

For electronically filed returns, you must sign the applicable e-file authorization forms (e.g., Form 8879 series or entity equivalents) before we transmit returns. You authorize us to e-file only after receiving your signed approval.

8) Communications with Tax Authorities

If you verbally or in writing request, instruct, or authorize us to communicate with a taxing authority on your behalf (including the IRS and any state or local taxing agency), you authorize us to contact and correspond with that taxing authority regarding your account and filings to the extent permitted without a formal authorization on file.

Certain matters and disclosures may require additional authorization forms. If required, you agree to promptly sign the applicable form(s), which may include:

  • Form 8821 (Tax Information Authorization) and/or

  • Form 2848 (Power of Attorney and Declaration of Representative)

We may be unable to obtain information, receive transcripts, or act beyond general communications unless and until the required authorization form(s) are executed and accepted by the applicable taxing authority.

9) International / remote work and data security

You understand and agree that we operate remotely and that Firm personnel may work internationally at times. To protect confidentiality and reduce risk:

  • We may require secure portal use for document exchange and signatures.

  • If you choose to send sensitive documents via email or other non-secure methods, you accept the related risks.

  • Time zone differences may affect scheduling or response timing during international travel periods.

10) Confidentiality

We will keep your information confidential in accordance with professional standards and applicable law, subject to permitted disclosures needed to provide services (e.g., filing returns, using approved service providers, or responding to lawful requests).

11) Third-party service providers and electronic records

You authorize us to use third-party tools (e.g., tax software, document portals, e-signature tools, secure storage) to deliver services. You acknowledge that electronic delivery and storage carry inherent risks, and we implement reasonable safeguards.

12) Deadlines and client delays

We are not responsible for missed deadlines, penalties, or interest resulting from late or incomplete information provided by you. If information is not received by our internal deadline, we may recommend filing an extension.

13) Fees, billing, and payment terms

Fees and payment terms are listed on the Invoices. Unless stated otherwise:

  • Fees are due as invoiced, and work may be paused for nonpayment.

  • Additional work outside scope (added states, extra entities, clean-up, amended returns, notices, special projects) is billed separately.

14) Limitation of scope and no legal advice

We provide tax and accounting services. We do not provide legal advice. We may recommend that you consult legal counsel where appropriate.

15) Record retention

We will provide electronic copies of agreed deliverables. You are responsible for retaining your records and supporting documentation. Our workpapers and templates remain our property. We may destroy records in accordance with our internal retention policy unless you request otherwise in writing.

16) Termination

Either party may terminate this service agreement upon written notice. You remain responsible for fees incurred and work performed through the termination date. We may suspend work for nonpayment, unresponsiveness, or failure to provide requested information.

17) Governing law and venue

This Agreement will be governed by the laws of Florida, unless prohibited or superseded by applicable law.