Terms and Conditions
PLEASE READ THESE TERMS OF USE CAREFULLY BEFORE USING THIS WEBSITE OR PURCHASING
Privacy Policy
YVL Accounting & Tax Consultant, PLLC / Yandra LLovet, CPA. focuses on implementing fair information practices that are designed to protect your privacy. You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.
Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
In the interest of facilitating our services to you, we may send data over the Internet, temporarily store electronic data via computer software applications hosted remotely on the Internet, or utilize cloud-based storage. Your confidential electronic data may be transmitted or stored using these methods. In using these data communication and storage methods, our firm employs measures designed to maintain data security. We use reasonable efforts to keep such communications and electronic data secure in accordance with our obligations under applicable laws, regulations, and professional standards.
To enhance our availability to meet your professional service needs while maintaining service quality and timeliness, we may use a third-party service provider to assist us. This may include provision of your confidential information to the third-party service provider. We require our third-party service providers to have established procedures and controls designed to protect client confidentiality and maintain data security. As the paid provider of professional services, our firm remains responsible for exercising reasonable care in providing such services, and our work product will be subjected to our firm's customary quality control procedures.
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
Engagement Letter
This CONSULTING ENGAGEMENT LETTER (“Agreement”) is entered into by and between YVL Accounting and Tax PLLC. (“YVL”) and The Undersigned Party designated as (“Client””).
This Consulting Engagement Letter along with the Consents, and Terms and Conditions (collectively the “Agreement”), confirm our understanding of the terms and objectives of our engagement and the nature and limitations of the services outlined in your Custom Quote (“Services”).
This Agreement shall be effective only after the submission of this signed Agreement and receipt of your agreed upon upfront payment for services. The client relationship between Client and YVL will be governed by the terms of this Agreement.
NOW, THEREFORE, in consideration of the promises and the mutual covenants stated in this Agreement, the parties agree as follows:
1. Term & Termination
The term of this Agreement is one (1) year. The term will commence on the date this Agreement has been fully-executed by both parties (“Effective Date”) and payment has been made and extend until the one-year anniversary of the Effective date. Either party may terminate this agreement if service(s) are completed prior to the end of the one-year term, or upon receipt of a written Notice of Termination.
2. Objective and Scope
a) YVL will assist you with the Services outlined in your Custom Quote. At times, these Services may be outsourced to third party vendors. Parties agree that YVL may from time-to-time outsource the Services to third-party vendors without prior consent by the Client.
b) YVL is not engaged in rendering legal advice or services. If legal assistance is required, please consult with legal counsel or other appropriate advisors.
c) YVL will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information.
3. YVL Responsibilities
YVL will rely on the representations of the Client while providing the agreed upon Services. Client represents that, to the best of his/her knowledge at the time of submission, all information submitted, by whichever means, are true, complete, and accurate. The Services will be performed based upon information you provide to SDR.
YVL has not been engaged to prepare your financial statements, and/or audit, review, or compile your financial statements. No Auditor’s or Accountant’s report will be prepared or submitted to Client.
YVL does not disclose any nonpublic information obtained in the course of business except as required or permitted by law. Permitted disclosures will include providing information to employees and, in limited situations, to Third Party Service Providers or Subcontractors who are assisting in the matter. YVL will undertake commercially reasonable precautions to safeguard Client information and prevent identity theft.
4. Client Responsibilities
a) Client will provide all the information required for accurate completion of this engagement.
b) Client will keep YVL informed of material changes in Client ’s circumstances that could affect the Services being provided. If you are unsure whether the change is material or not please let us know so that we can assess its significance. Where Client is unsure whether the change in circumstance is material or not, Client will contact the SDR office for clarification.
c) If tax advice, in relation to a proposed transaction, is required, Client will provide ample advance notice to provide YVL with sufficient time to give properly considered advice prior to the transaction taking place.
5. In closing
a) Timing of the Engagement
Services will begin upon receipt of this executed Agreement, receipt of all documents requested and receipt of payment.
b) Professional Fee
The estimated professional fee for the services outlined above is provided in the total deposit amount shown. This fee is based upon the complexity of the work to be performed, and the professional time expended , as well as out-of-pocket expenses, and is subject to change. In addition, this fee depends upon the timely delivery, availability, quality, and completeness of the information provided by the Client. Client agrees to deliver all records requested and respond to all inquiries made by the YVL staff to complete this engagement on a timely basis. All fees must be paid prior to the commencement of Services, unless you have been granted an alternate payment schedule
Fees for this engagement are not contingent on the results of services. All retainers and fees for services are earned when paid. Because the majority of YVL services are performed at the beginning of each engagement, no refunds are given. Failure to honor Client’s payment schedule will result in suspension of work, followed by withdrawal from the engagement.
The governing law shall be the State of Texas, Denton County. The terms and conditions herein contain the entire agreement between the parties. Waiver of any isolated default does not constitute a waiver of any other defaults. All notices required under this Agreement will be completed by electronic mail (“Email”) to the Email addresses provided, or by mailing such notices by certified or registered mail, return receipt requested, or by or overnight delivery service, to the address of the parties. All references in this Agreement to any parties, persons or entities, the use of any particular gender or the plural or singular number is intended to include the appropriate gender or number as the text of this Agreement may require. All the terms, covenants and conditions contained in this Lease will be for and will inure to the benefit of and will bind the respective parties hereto, and their heirs, executors, administrators, personal or legal representatives, successors, and assigns.
By purchasing any consultation or low-ticket digital product, I agree I have had the opportunity to review, accept, and correct any errors contained in this Agreement.
