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
BRONZE PLAN: Budgeting and Expense Coaching
SILVER PLAN: Financial Planning and Coaching
GOLD PLAN: Business Monthly Coaching
STARTER MEMBERSHIP PLAN - Tax Return and Year-Round Tax Support
BRONZE PLAN - Business Tax Planning and Coaching
SILVER PLAN - Financial Planning and Coaching
- 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
- 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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