Service Agreement

Brittany Casanova Tax Services

Highly Confidential. We do not store any data on our server. After you fill and sign, submit to generate a preview, then save/print the preview as PDF and manually email the PDF to madaline@brittanycasanovataxes.com. Reloading or leaving this page will clear the data.

Fill in the form, sign electronically below, then submit to generate a preview. You can print/save the preview as PDF and send it via email.

SERVICE AGREEMENT

Between:
Service Provider: Brittany Casanova Taxes and Financial Consulting

Client Effective Date

1. Scope of Services

Select all that apply:

Accounting Services – managed through XERO accounting software

Payroll Services – managed through GUSTO payroll system

Billing Services – federal, state, and other applicable payments

2. Client Information

Business Name Business Owner(s) EIN Number Address Email

3. Bank Account Information

By providing the information below, the Client authorizes the Service Provider to access the account solely for the purpose of performing the services agreed to in this contract.

Bank Institution Name

Account Number

Routing Number

4. Bank Mobile Access Information (if applicable)

Username

Password

5. Payroll Details

Salary amount Weekly or biweekly (dropdown)

6. Payroll Bank Information (Personal Bank Deposits)

Bank Institution Name

Account Number

Routing Number

14. Electronic Signature Consent

Electronic signatures shall be considered the same as original signatures for all purposes under this Agreement.

Client Signature

Date

Service Provider Signature

Reminder: This document is highly confidential and not stored on our server. You must download/print the PDF yourself and email it manually to madaline@brittanycasanovataxes.com.