This Membership Agreement is entered into and made effective when submitted between Client and Provider. The Provider is YT Phoenix Enterprises, Inc., also known as Rising Business Solutions,  with an address of 900 Commonwealth Pl 202, Virginia Beach, VA 23464.

YT Phoenix Enterprises, Inc. shall furnish to Client one of the membership services below - based on what the client purchases.

STARTER MEMBERSHIP PLAN: Tax Return and Year-Round Tax Support

• • Tax Returns: We will submit an accurate tax filing with you that optimizes your return.
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  • IRS Tax Audits: We will help you with IRS tax audits for this and last year's returns.
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  • Tax Support:  You can call support with tax issues or questions year-round.

BRONZE PLAN: Budgeting and Expense Coaching

• • Tax Plan: We will help you to develop a tax plan.
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  • Tax Return: We will help you to submit an accurate and optimized your tax return.
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  • IRS Tax Audits: We will assist you with IRS tax audits for this and last year's returns.
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  • Year-Round Tax Support: We will be available year-round to help you with IRS audits and to answer your tax questions.

SILVER PLAN: Financial Planning and Coaching

• • Financial Plan: We will coach and assist you in developing a financial plan.
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  • Tax Plan: We will help you to develop a tax plan.
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  • Tax Return: We help you to submit an accurate and optimize tax return.
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  • IRS Tax Audits: We will assist you with IRS tax audits for this and last year's returns.
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  • Year-Round Tax Support: We will be available year-round to help you with IRS audits and to answer your tax questions

GOLD PLAN:  Business Monthly Coaching 

• • Monthly Coaching: We will virtually meet with you monthly to help you to develop and implement your financial plans, tax plans, and to address any tax questions you have.
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  • 15% Discount: You will receive 15% off on our accounting and payroll services.
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  • Financial Plan: We will coach and assist you in developing a financial plan.
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  • Tax Plan: We will assist you in developing a tax plan.
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  • Tax Return: We will help you to submit an accurate and optimized tax return.
  • 
    
  • IRS Tax Audits: We will assist you with IRS tax audits for this and last year's returns.
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  • Year-Round Tax Support: We will be available year-round to help you with IRS audits and to answer your tax questions.

STARTER MEMBERSHIP PLAN - Tax Return and Year-Round Tax Support

• Provider does not adequately attempt to:
• - Help client to submit an accurate and optimized tax filing.
• - Assist client with IRS tax audits for this and last year's returns. 
• - Respond to client requests for tax support during the contract period. 
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BRONZE PLAN - Business Tax Planning and Coaching

• Provider does not adequately attempt to:
• - Assist client in developing a tax plan.
• - Help client to submit an accurate and optimized tax filing. 
• - Assist client with IRS tax audits for this year and last year's returns. 
• - Respond to clients requests for tax support during the contract period. 

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SILVER PLAN - Financial Planning and Coaching

• Provider does not adequately attempt to: 

- Work with you to develop a financial plan. 

- Help you to develop a tax plan.

- Assist you to submit an accurate and optimized tax filing.

- Respond to clients requests for tax support during the contract period.

GOLD PLAN - Business Monthly Coaching 

• • Provider does not adequately attempt to: 
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  - Meet with your virtually every month. 

• - Provide you a 15% discount for accounting and payroll services.

- Work with client to develop a financial plan.

- Help client to develop a tax plan. 

- Assist client to submit an accurate and optimized tax filing. 

- Respond to client requests for tax support during the contract period. 

ARTICLE 3 – QUALIFIED

The Provider represents that its representatives are qualified to perform the services and that they possess the necessary licenses and/or permits as may be required.

ARTICLE 4 – PAYMENT TERMS AND CONDITIONS

The payment terms and conditions are legally binding. The client will pay for services performed according to this contract.

The client agrees to a 12 (twelve) month contract and will be responsible for payment of fees to the provider each month.  The client will pay one month in advance for services to be rendered.

Fees may be paid via credit card, debit card, third-party payment services, direct deposit, bank transfer, cash, or check.

If fees are not paid when due, the following late charge will be applicable 5%.

ARTICLE 5 – CONFIDENTIALITY

All information and advice furnished by either party to the other shall be treated as confidential and shall not be disclosed to third parties, except as required by law or necessary to carry out designated powers or as granted by the Client.

ARTICLE 6 – OBLIGATION OF CLIENT

The client agrees to provide financial information from time to time.  The client also agrees to discuss needs and goals and projected future needs candidly with Provider.  Client acknowledges that Adviser cannot adequately perform its services on the Client’s behalf unless Client performs such responsibilities on his/her part and that Provider’s analysis and recommendations are based on the information provided by Client.

ARTICLE 7 – AMENDMENT

This Agreement may be altered or modified only if said amendment is done so in writing, mutually agreed upon, and signed by both Parties.

ARTICLE 8 – TERMINATION OF AGREEMENT

The Client may terminate the contract if the conditions in Article 2 are not met.  The Client must provide a written notice to the Provider 30 days before the next billing cycle.

The Provider can terminate the contract for any reason by providing 30-day advance notice.

This Agreement will also immediately terminate upon the death of the Client, the inability of the Client to pay the Fees required, the liquidation, dissolution, or discontinuance of the Organization by the Organization in any manner or filing of any petition by or against the Organization under federal or state bankruptcy or insolvency laws.

ARTICLE 9 – ASSUMPTION OF RISK

Understanding the Limitations of Services

Although our services incorporate historical financial information, past financial performance is not a guarantee or indicator of future results. Moreover, although we believe the historical information and financial planning strategies, we use are reliable, we cannot guarantee them.

The Provider is not responsible for the financial outcomes of the Client in any way, and can not be held responsible for the Client’s financial decisions.

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