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Gold Plan Fixed Price Agreement


Dear Client,

In order to document the understanding between us as to the scope, nature and limitations of the work we will perform, we are entering into this Fixed Price Agreement with you. To avoid any misunderstandings, this Agreement defines the services we will perform for you as well as your responsibilities under this Agreement. This Agreement is an addendum to our Engagement letter.

Professional Services:

We will provide the following services for you during the period 1/1/xx to 12/31/xx:

  • Compiled annual and interim Financial Statements of xxxxxxxx, Inc. for the years xxxx and forward,
  • Quarterly and year-end payroll tax preparation and review (Forms 941, 940, UCT-6, etc.), 
  • Up to 2 hours audit and tax authority correspondence support,
  • 1 tax planning meeting (up to one hour),
  • Interim discussions throughout the year, regarding Individual, Corporate (including S Corporation), Partnership (including LLC) and state corporate income tax issues,
  • Unlimited email and telephone support to discuss tax and accounting matters for either business or personal issues at your discretion.

Because our GoldPlan Fixed-Priced Agreement provides all inclusive ongoing support and access to the tax and accounting advice you need on a fixed-price basis, you are not inhibited from seeking such advice on a timely basis when you need it. Our program is built around the concept of one price shopping, as opposed to the typical hourly billing structure that so many other accounting firms offer. With the GoldPlan you have total access to the accumulated wisdom of the professionals at our firm without having to worry about the clock meter running endlessly over your budget.

While the fixed price agreement entitles you to unlimited consultation with us, if your questions or issues require extensive tax or accounting research or analysis beyond the ordinary consultation, that work may be subject to additional price negotiation and will be discussed before the service is performed.

Unanticipated Services

The parties agree that if an unanticipated need arises (such as, but not limited to, an audit by a taxing agency or any other service not anticipated in this Agreement by either party) Gold Coast Accounting will agree to perform those services at a mutually agreed-upon price.

Fee and Payment Terms

Your total fee for the above services is $xxxx. It is agreed that this fee will be paid in Twelve (12) monthly payments of $xxxx beginning January 1, xxxx.

Automatice Renewal

It is understood that at the end of the initial period noted above, your subscription to the GoldPlan Fixed-Price Agreement will automatically renew for an additional 12 month period. This automatic 12 month renewal will continue unless either party terminates this agreement in writing. It is understood that either party may terminate this agreement at any time, for any reason within 10 days written notice to the other party. If there is a change in the fee structure for any new 12 month renewal period you will be notified 30 days in advance.

We shall be pleased to discuss this fixed price Agreement letter with you at any time.

If the foregoing is in accordance with your understanding, please sign this letter in the space provided and return it to us.

Gold Coast Accounting, P.A.

By:       ________________________________  

            Anthony P. D'Agostino, CPA, MBA

Acknowledged and accepted by:


__________________________         ______________________     __________

Authorized Officer's Signature                    Printed Name                       Date

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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© Gold Coast Accounting, P.A. 2019