Engagement Policy

Introduction

This Engagement Policy outlines the terms and conditions for engaging Genesis Accounting Group for accounting services. By engaging our services, you agree to these terms.

Services Offered

Genesis Accounting Group offers a variety of accounting services, including:

• Tax preparation and filing
• Bookkeeping and accounting
• Financial statement preparation
• Business advisory services

Client Responsibilities

You are responsible for providing Genesis Accounting Group with timely and accurate information necessary to complete your accounting services. This includes:

• All relevant financial records (bank statements, invoices, receipts, etc.)
• Tax documents (W-2s, 1099s, etc.)
• Any other information requested by Genesis Accounting Group

You are also responsible for:

• Reviewing and approving all financial statements and tax returns before they are submitted.
• Communicating any changes to your financial situation or tax information promptly.

Genesis Accounting Group Responsibilities

Genesis Accounting Group agrees to:

• Provide accounting services in accordance with professional standards.
• Maintain the confidentiality of your information.
• Communicate with you regularly about the progress of your engagement.
• Keep you informed of any relevant tax law changes.

Fees and Billing

Genesis Accounting Group will provide you with a fee proposal outlining the scope of services and the associated fees before starting any engagement. We offer various billing arrangements, including hourly rates, project fees, and retainer agreements.

Termination of Engagement

This engagement may be terminated by either party upon written notice. In the event of termination, you are responsible for all fees incurred up to the date of termination.

Disclaimer

Genesis Accounting Group will use its best efforts to provide accurate and timely accounting services. However, we cannot guarantee the outcome of any tax return or financial statement.

Contact Us

If you have any questions about this Engagement Policy, please contact us by phone at 813-415-7379