PLEASE COMPLETE THE AGREEMENT BELOW

This is a contract entered into by LYFE Taxes, LLC. (hereinafter referred to as “us”, "we", or "LYFE") and the signer (hereinafter referred to as “You”, “Your”, or "Client"), when fully executed, shall confirm the material terms of the agreement with respect to the services to be performed on behalf of the Client. In consideration of the mutual promises made herein and for the good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree to the following terms and conditions:

Start Date:

We will start service on the following business date this agreement is accepted and signed.

Terms of Services:

By using LYFE’s services, you agree to be bound by these terms. You represent and warrant that you have the authority to bind the undersigned individually and/or on behalf the undersigned company or other legal entity. Additionally, you unconditionally Guarantee to LYFE the full and prompt payment of any and all fees and expenses if any, payable by Client under this agreement, and hereby further guarantees the full and timely performance and observance of any and all of the covenants and terms therein provided to be performed and observed by Client.

Client agrees to faithfully fulfill all such covenants and terms of this agreement, and shall forthwith pay to LYFE all damages that may arise or are incident to or in consequence of any default or breach by Client under this agreement, and/or by the enforcement of this agreement including without limitation, all attorneys' fees, court costs, and other expenses and costs incurred by LYFE.

1. Client Obligations
You agree to subscribe to the services in this agreement. You agree to submit the necessary information to us in order to render service. You agree to submit the questionnaire, provide access to necessary accounts, provide accurate billing information, and provide approvals necessary for the us to perform the service as outlined in the service agreement. If you do not provide access, approval, or become unresponsive, you understand that we may not be able to provide service as described and that there are no refunds or credits due to your lack of doing so.

2. Provider Obligations

We agree to assign personnel with the capacity to render service to you. Our service includes all efforts to deliver the service according to the service agreement. Efforts may also include phone communication and email communication with you in regards to the deliverables in the service agreement. If you neglect or choose not to use a portion of the services listed in the service agreement, you understand there are no refunds or credits due to your lack of doing so.

3. Communication

Service communication is limited to the current scope of services in this agreement. We agree to communicate with you on an as-needed basis in regards to services that are being provided. We will communicate primarily via email, We will allow up to 1 hour per month to communicate with you on the phone about the status or progress of service. We are unable to advise on financial matters that are not related to the scope of the services in this agreement.

4. Cancellation

Your subscription to our services will automatically renew annually. You must provide us with a 1 month notice for cancellations. You must tell us you are cancelling before your next billing date. You are solely responsible for cancelling your subscription to our services. You must cancel your subscription by contacting your primary contact on your account via email.

5. Scope of Work, Pricing & Modifications

Pricing for services are subject to change based on complexity. LYFE reserves the right to modify pricing for agreed upon services. In the event of a price change, you will have the option to accept the price change or terminate future services without penalty. LYFE also reserves the right to terminate services at any time.

6. Collections of Amounts Owed

You agree to pay all costs of collection (including attorneys’ fees, costs, and other legal and collection fees) incurred by LYFE to collect any amounts owed under the terms of this contract. Any amounts not paid by you when due shall 1) incur late fees of $250.00 per month and 2) bear interest at the highest rate allowed under Georgia law pursuant to Add on the balance owed. You understand that (1) damages arising from a breach are difficult to accurately estimate, (2) the parties intend for this provision to function as “liquidated damages” and/or as “compensation” rather than as a penalty to deter, and (3) despite the difficulty in estimation, the liquidated damages constitute a reasonable pre-estimate. This is not a penalty, but a reasonable amount of liquidated damages to compensate us for the inconvenience of not receiving prompt payment.

7. No Refund Policy

Tax planning guarantee: We will refund up to 100% of our tax planning fee upon all of the following conditions being present: 1) Your custom tax plan does not identify at least the cost of the plan, in estimated tax savings 2) Your business earns over $70,000 per year in profit 3) You provided all required information to create your tax plan.

All other sales are final. You recognize and agree that you shall not be entitled to a refund for any services outside of tax planning such as tax preparation. No Warranties. LYFE makes no warranties regarding the performance of service or operation of websites.

8. Non-Disclosure & Confidentiality

The Client acknowledges that in the course of the LYFE’s services under this Agreement, LYFE will disclose proprietary and confidential information of a special and unique nature and value, including such matters as, but not limited to, LYFE’s business operations, internal structure and financial affairs. You agree not disclose either directly or indirectly, communicate, publish, disclose, divulge, or use, or authorize anyone else to communicate, publish, disclose, divulge, or use, for the benefit of himself or herself or any other Person, any Confidential Information. This includes, but not limited to, our proposals, contracts, services, strategies, processes, systems, reports, outcomes, and staff associated with your account, whether tangible or intangible. Any violation of this clause will result in a fine of $1000.00 per occurrence, per day, up to $10,000.00. You understand that (1) damages arising from a breach are difficult to accurately estimate, (2) the parties intend for this provision to function as “liquidated damages” and/or as “compensation” rather than as a penalty to deter, and (3) despite the difficulty in estimation, the liquidated damages constitute a reasonable pre-estimate. This is not a penalty, but a reasonable amount of liquidated damages to compensate us for the breach of the non-disclosure covenant.

9. Non-Disparagement

   At any time during the term of or following termination thereof, the parties hereto agree that the other will not undertake any disparaging or harassing conduct directed at, or make any disparaging statements about the other, any of the other’s representatives, or disparaging remarks made about the services performed hereunder. The parties agree to not disparage, defame, or denigrate the reputation, character, image, or services of the parties before, during, or after the contract term. Both parties agree to not, except as may be required by law, issue any statement to disparage either company. Further, you understand that the Consumer Review Fairness Act (CRFA) does not apply to business-to-business agreements, only individual consumer-to-business agreements. Any violation or threatened violation of this covenant will result in a fine of $1,000.00 per occurrence, per day, up to $10,000.00. You understand that (1) damages arising from a breach are difficult to accurately estimate, (2) the parties intend for this provision to function as “liquidated damages” and/or as “compensation” rather than as a penalty to deter, and (3) despite the difficulty in estimation, the liquidated damages constitute a reasonable pre-estimate. This is not a penalty, but a reasonable amount of liquidated damages to compensate us for the breach of the non-disparagement covenant.
   

10. Non-Solicitation

During the contract term, and for a period of 12 months after termination, you agree to not solicit employment or accept services from our employees outside of this agreement. You agree to not 1) induce or attempt to induce any employee of our company to leave the company and 2) not employ or engage any employee of our company as an employee or independent contractor.

11. Venue

This Agreement shall be governed by and construed and enforced in accordance with the laws of the State of Georgia (without regard to any conflict of laws principles). All actions, suits and proceedings arising out of or in connection with this Agreement shall be brought in the courts of Fulton County, State of Georgia, which shall be the exclusive forum therefor. The parties to this Agreement irrevocably submit to the in personam jurisdiction and process of the courts in the State of Georgia and further agree that service by certified mail to their business addresses shall constitute sufficient service of process.

12. Disclaimers

You agree that LYFE has made no guarantees regarding the outcome of any part of the services provided by LYFE. We make no guarantees to the outcomes or results of services in this agreement. We provide all services on an “as is” basis without any warranty or assurance of any kind. We shall not be responsible for any lost profit or lost revenues. If services are interrupted or delayed, we will restore or provide such services as soon as practicable. We shall not be responsible for any consequential, indirect, incidental, or punitive damages. In the event your financial statements, tax returns, or other financial data are selected for examination by any government agency, we may provide you financial statements that were prepared by us for a period up to 7 years. We are not required to provide further assistance in the event of an IRS audit and are not liable for the outcome of an IRS audit.

13. Relationship of the Parties

This Agreement shall not be construed to create a partnership, joint venture, or employer-employee relationship between the parties. It is specifically understood that LYFE is acting hereunder as an independent contractor.

14. Remedies

The parties agree that to the extent that any provision or portion of this Agreement shall be held, found or deemed to be unlawful or unenforceable by a court of competent jurisdiction, then any such provision or portion shall be deemed to be modified to the extent necessary in order that any such provision or portion shall be legally enforceable to the fullest extent permitted by applicable law. As a breach or threatened breach by the Client of the provisions of this Agreement would cause irreparable injury to LYFE, and there is no adequate remedy at law for such violation, LYFE shall have the right, in addition to any and all other remedies available at law or in equity, to enjoin the Client in a court of equity from violating such provisions; without limiting the generality of the foregoing provisions, the Company shall have the right in any such proceedings to damages, which shall include, but not limited to, monetary damages to compensate the Company for any and all damages sustained by the Company as a result of any such breach or threatened breach by the Client, including, but not limited to, any and all lost profits.

Tax Preparation Scope Of Work

Overview Of Scope

This letter is to confirm our understanding of the services to be rendered. We hope to better meet your expectations of service by clearly identifying the particular services to be provided and their frequency. Please be assured that all information that you provide will be kept strictly confidential. During this engagement we may, on occasion, be required to consult with other third-party professionals at which time we would obtain your written permission to disclose your personal information.

The services expected to be provided is listed above under Proposal with an a la carte option if more tax returns are needed to be prepared.

*Schedule E may be an up-charge. Sometimes individuals will have multiple Real Estate Properties and requires more than one Schedule E to be filed.

We will not prepare any tax returns other than those agreed upon, without your written request, and our written consent to do so.

The ever-increasing complexity of tax law has added considerably to the efforts required in preparing your returns. Further, in the past several years, Congress has legislated a number of "penalty" provisions which are intended to enforce new and stricter standards of compliance with the tax laws. Penalties for failure to comply with these standards can be substantial. As a result, it has become increasingly important for you to carefully organize tax records in assisting preparation, as well as provide support and substantiation and to keep us informed of circumstances that may require additional consideration.

We will use our best professional judgment in preparing your returns, but we cannot assure that positions taken on your tax returns will not be contested by federal or state authorities. If the tax liability should be contested, there may be additional assessments of tax, interest and penalties

which are your responsibility. We have not been engaged to and will not prepare financial statements. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify certain information.

We will prepare the tax returns noted above (based on the priced package needed in addition to any a la carte chosen) from information furnished to us by you or by your designated person. If you believe there is any additional information available which might be applicable to any of the areas listed or discussed, please advise us so that we may consider such data. We will not audit or independently verify any data submitted. However, we may ask you to clarify certain information or furnish us with additional data.

We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service (“IRS”) and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose.

You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party.

What We'll Do

We will send a request and questionnaire to be able to complete our tax preparation activities. We will prepare your tax returns based upon your filing status as reflected in your income tax returns for last year. If your filing status has changed, you wish to change your filing status, or you have questions about your filing status, please contact us immediately.

We will use our judgment to resolve questions in your favor where a tax law is unclear, provided that we have a reasonable belief that there is substantial authority for doing so. If there are conflicting interpretations of the law, we will explain the possible positions that may be taken on your return. We will follow the position you request, provided it is consistent with our understanding of tax reference materials. If the IRS, state or local tax authorities later contest the position you select, additional tax, penalties, and interest may be assessed. We assume no liability, and you hereby release us from any liability, including but not limited to, additional tax, penalties, interest, and related professional fees.

Our additional advice is based upon tax reference materials, facts, assumptions, and representations that are subject to change. Tax reference materials include, but are not limited to the Internal Revenue Code (“IRC”), regulations, Revenue Rulings, Revenue Procedures, Private Letter Rulings, court decisions, and similar state and local guidance. We will not update our advice after the conclusion of the engagement for subsequent legislative or administrative changes or future judicial interpretations. To the extent we provide written advice concerning federal tax matters, we will follow the guidance contained in U.S. Treasury Department Circular 230 (“Circular 230”), §10.37, Requirements for Written Advice.

What We Won't Do

We will make no attempt to adjust the records to reflect Generally Accepted Accounting Principles or to reflect proper tax record keeping. We will not audit or verify the data you submit. We will not provide any financial statements and will not perform any compilation, review or audit of any of the financial information, we do not, at any time, provide legal services, of any type. We have not been requested to discover errors, misrepresentations, fraud, illegal acts or theft. Therefore, we have not included any procedures designed or intended to discover such acts, and you agree we have no responsibility to do so.

What We Need From You

To perform our services, we will need to obtain information on a timely and periodic basis from your company. You agree to provide us with complete copies of previously filed tax returns, supporting schedules, the accounting files and any other records or information that we may request, either at the inception or during the course of the engagement.

We will provide you with a questionnaire and file requests to help you compile and document the information necessary to prepare your income tax returns. You must complete the income tax organizer with accurate and complete information. Income from all sources, including those outside the U.S., is required.

Our advice is dependent upon the timeliness, accuracy and completeness of the information and representations that we receive from you, as well as your stated intended use of the advice. Therefore, providing us with inaccurate or incomplete information or representations may result in inaccurate findings or inappropriate recommendations, and critical recommendations may not be identified. If information changes during the course of the engagement, you must provide us with the updated information and representations on a timely basis, as the change in information may affect our advice. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify certain information.

You have final responsibility for the accuracy of these tax preparation services. We will provide you with a copy of your electronic tax returns and accompanying schedules and statements for review prior to filing with the IRS, state and local tax authorities, as applicable. You agree to review and examine them carefully for accuracy and completeness.

You will be required to verify and sign a completed Form 8879, IRS e-file Signature Authorization, and any similar state and local equivalent authorization form before your returns can be filed electronically.

In the event that you do not wish to have your tax returns filed electronically, please contact our firm. Additional procedures will apply. You will be responsible for reviewing the paper returns for accuracy, signing them, and filing them timely with the tax authorities.

Responsibilities

Government Inquiries:

This engagement does not include responding to inquiries by any governmental agency or tax authority.

Penalties and Interest Charges:

Federal, state, and local tax authorities impose various penalties and interest charges for non-compliance with tax laws and regulations, including failure to file or late filing of returns, and underpayment of taxes. You, as the taxpayer, remain responsible for the payment of all tax, penalties, and interest charges imposed by tax authorities.

Confidentiality:

If the tax returns prepared in connection with this engagement are filed using the married filing jointly filing status, both spouses are deemed to be clients of the firm under the terms of this Agreement. Both spouses acknowledge that there is no expectation of privacy from the other concerning our services in connection with this Agreement. We are at liberty to share with either

of you, without prior consent of the other, documents and other information concerning the preparation of your tax returns.

Tax Return Extension Policy:

Due to the high volume of tax returns prepared by our firm, you must provide the information needed to prepare the tax returns no later than __15__ days prior to the filing deadline​ for each return. Failure to do so may result in the inability to complete your returns by the original filing due dates.

It may become necessary to apply for an extension of the filing deadline if there are unresolved issues or delays in processing, or if we do not receive all of the necessary information from you on a timely basis. Applying for an extension of time to file may extend the time available for a government agency to undertake an audit of your return or may extend the statute of limitations to file a legal action. All taxes owed are due by the original filing due date. Additionally, extensions may affect your liability for penalties and interest or compliance with governmental or other deadlines.

To the extent you wish to engage our firm to apply for extensions of time to file tax returns on your behalf, you must notify us of this request in writing. Our firm will not file these applications unless we receive an executed copy of this Agreement and your express written authorization to file for an extension. In some cases, your signature may be required on such applications prior to filing. Failure to timely request an extension of time to file can result in penalties for failure to file tax returns, which accrue from the original due date of the returns, and can be substantial.

Privacy Policy

Parties to Whom We Disclose Information:

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Info:

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. To guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

Electronic Data Communication and Storage:

In the interest of facilitating our services to your company, we may send data over the Internet, store electronic data via computer software applications hosted remotely on the Internet, or allow access of data through third-party vendors’ secured portals or clouds. Electronic data that is confidential to your company may be transmitted or stored using these methods.

We may use third-party service providers to store or transmit this data, such as providers of tax return preparation software. 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 data access secure in accordance with our obligations under applicable laws and professional standards, and we require all of our third-party vendors to do the same.

You recognize and accept that we have no control over the unauthorized interception or breach of any communications or data once it has been sent or has been subject to unauthorized access, notwithstanding all reasonable security measures employed by us or our third-party vendors, and consent to our use of these electronic devices and applications during this engagement.

Terms & Conditions

Conflicts of Interest:

If we, in our sole discretion, believe a conflict has arisen affecting our ability to deliver services to you in accordance with either the ethical standards of our firm or the ethical standards of our profession, we may be required to suspend or terminate our services without issuing our work product.

Mediation:

If a dispute arises out of or relates to the Agreement, including the scope of services contained herein, or the breach thereof, and if the dispute cannot be settled through negotiation, the parties agree first to try to settle the dispute by mediation administered by the American Arbitration Association (“AAA”) under the AAA Accounting and Related Services Arbitration Rules and Mediation Procedures before resorting to arbitration, litigation, or some other dispute resolution procedure.

Limitation of Liability:

LYFE Taxes's LIABILITY FOR ALL CLAIMS, DAMAGES, AND COSTS ARISING FROM THIS ENGAGEMENT IS LIMITED TO THE TOTAL AMOUNT OF FEES PAID BY YOU TO

LYFe Taxes FOR SERVICES RENDERED UNDER THIS AGREEMENT. In the event of a claim by a third party relating to services under this letter, you will indemnify us from all such claims, liabilities, costs and expenses, except to the extent determined to have resulted from our intentional or deliberate misconduct.

Limitation of Damages:

NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THIS AGREEMENT,

LYFE Taxes SHALL NOT BE LIABLE FOR ANY LOST PROFITS,INDIRECT,SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL DAMAGES OF ANY NATURE EVEN IF WE HAVE BEEN ADVISED BY YOU OF THE POSSIBILITY OF SUCH DAMAGES.

Termination:

We reserve the right to withdraw from this engagement without rendering services for any reason, if you fail to comply with the terms of this engagement letter, if you disagree with our recommendations regarding our scope and services, or if we determine professional standards required for our withdrawal for any other reason..

At the completion of our engagement, the original source documents will be returned to you. Workpapers and other documents created by us are our property. Such original workpapers will remain in our control, and copies are not to be distributed without our prior written consent. If any portion of this agreement is deemed invalid or unenforceable, said finding shall not operate to invalidate the remainder of the terms set forth in this engagement letter.

Refund & Dispute Policy:

Due to the nature of the products and services that we offer, including, but not limited to, the time that we will invest in your specific client file, we do not offer refunds for any of our products or services and you waive the right to dispute any charges made from working within this engagement.

Proprietary Information:

You acknowledge that proprietary information, documents, materials, management techniques and other intellectual property are a material source of the services we perform and were developed prior to our association with you. Any new forms, software, documents or intellectual property we develop during this engagement for your use shall belong to us, and you shall have the limited right to use them solely within your business. All reports, templates, manuals, forms, checklists, questionnaires, letters, agreements and other documents which we make available to you are confidential and proprietary to us. Neither you, nor any of your agents, will copy, electronically store, reproduce or make available to anyone other than your personnel, any such documents. This provision will apply to all materials whether in digital, “hard copy” format or other medium.

Assignment:

All parties acknowledge and agree that the terms and conditions of this Agreement shall be binding upon and inure to the parties’ successors and assigns, subject to applicable laws and regulations.

Entire Agreement:

This engagement letter and any other attachments, encompass the entire agreement of the parties and supersedes all previous understandings and agreements between the parties, whether oral or written. Any modification to the terms of this Agreement must be made in writing and signed by both parties. This Agreement has been entered into solely between the payor and LYFE Taxes.

We appreciate the opportunity to be of service to you. The paying of this invoice acknowledges your acceptance of this agreement. We will not initiate services until we receive the executed Agreement and payment.

IN WITNESS WHEREOF, the parties have executed this Agreement on the date payment is received.

15. Acknowledgement

I ACKNOWLEDGE THAT I HAVE CAREFULLY READ THIS SERVICES AGREEMENT AND UNDERSTAND ALL OF ITS TERMS, INCLUDING THE COVENANTS SET FORTH ABOVE.