Effective November 12, 2024
Pineda Bookkeeping & Tax Services provides a range of services to individuals and businesses, including:
Bookkeeping Services
We provide comprehensive bookkeeping services, including but not limited to:
- Chart of accounts setup
- Bank reconciliations
- Accounts receivable and payable management
- Financial statement preparation
Tax Preparation Services
We prepare various tax returns, including:
- Individual tax returns (1040)
- Business tax returns (1065, 1120, 1120S)
- Sales tax returns
Payroll Services
We manage payroll processing through Gusto, including:
- Tax filings
- Direct deposit
- Employee onboarding and offboarding
Tax Advisory Services
We provide tax planning and consulting services to help clients minimize their tax liability.
Client Obligations
Clients are responsible for the following:
Bookkeeping Clients:
- Timely submission of source documents (e.g., receipts, invoices)
- Granting access to bank accounts for reconciliation
Payroll Clients:
- Maintaining sufficient funds in payroll accounts
- Providing necessary employee information (e.g., W-4 forms, direct deposit information)
Tax Preparation Clients:
Providing accurate and complete tax documents
Tax Advisory Clients:
Open and honest communication with our advisors
Payment Terms
Payment terms vary by service. Clients will receive a detailed invoice outlining the specific fees for each service.
Bookkeeping: Monthly billing, with a minimum fee of $500 per month.
Payroll: Monthly billing, with fees based on the number of employees and payroll complexity.
Tax Preparation: Fees vary based on the complexity of the tax return.
Tax Advisory: Monthly billing, with fees based on the level of service provided.
Cancellation Policy
Clients may cancel their services at any time. However, clients are responsible for any outstanding fees or obligations.
Intellectual Property
All intellectual property rights, including tax returns, financial reports, and other work product, belong to the client.
Confidentiality
We are committed to protecting the confidentiality of our clients’ information. We implement appropriate security measures to safeguard sensitive data.
Dispute Resolution
Any disputes arising from this agreement will be resolved through negotiation or mediation. If these methods fail, the dispute will be resolved in a court of competent jurisdiction in Bexar County, Texas.
Governing Law
This agreement shall be governed by and construed in accordance with the laws of the State of Texas.