1. Definitions
"Company" refers to G and I Consulting Group Inc. "Client" refers to any individual or business entity that engages our services. "Services" refers to all tax preparation, IRS representation, ITIN application assistance, accounting, bookkeeping, payroll, business formation, and consulting services provided by the Company.
2. Services provided
G&I Consulting provides the following professional services: • Tax preparation for individuals and businesses • IRS representation and Enrolled Agent services • ITIN application assistance as a Certified Acceptance Agent • International tax services • Bookkeeping and accounting services • Payroll processing • Business formation and registration • Business consulting and advisory services
3. Client responsibilities
As a client, you agree to: • Provide accurate and complete information necessary for the delivery of services • Respond promptly to requests for information and documentation • Retain copies of all documents provided to the Company • Review all returns and documents before signing • Inform us of any changes to your financial situation that may affect our services • Not use our services for any unlawful purpose
4. Fees and payment
• Service fees are outlined in the engagement proposal provided before work begins • Tax preparation fees are due upon completion and before filing • Monthly services (bookkeeping, payroll) are billed on a monthly cycle • Payment is due within 30 days of invoice (Net 30) • Late payments are subject to a 1.5% per month late fee • The Company reserves the right to suspend services for non-payment
5. Intellectual property
All materials, processes, templates, and methodologies developed by G&I Consulting remain the intellectual property of the Company. Clients receive a non-exclusive license to use deliverables for their internal business purposes only.
6. Confidentiality
We maintain strict confidentiality of all client information in accordance with IRS Circular 230, professional ethics standards, and applicable laws. This obligation of confidentiality continues indefinitely, even after the termination of our professional relationship.
7. Professional standards
All services are performed in accordance with: • IRS regulations and guidelines • Treasury Department Circular 230 • Enrolled Agent professional standards • Generally Accepted Accounting Principles (GAAP) where applicable • All applicable federal, state, and local laws
8. Limitation of liability
• The Company shall not be liable for any indirect, incidental, or consequential damages • Our total liability is limited to the amount of fees paid for the specific service giving rise to the claim • We are not liable for any losses resulting from inaccurate or incomplete information provided by the client
9. IRS representation authority
• As IRS Enrolled Agents, we have unlimited practice rights to represent clients before the IRS • Representation authority is subject to a valid Power of Attorney (Form 2848) • Separate fee agreements may apply for representation services • Client cooperation is required throughout the representation process
10. Termination
• Either party may terminate the engagement with written notice • The client is responsible for payment of all services rendered through the date of termination • Work product and documents will be provided to the client upon payment of all outstanding fees • Confidentiality obligations continue after termination
11. Dispute resolution
• Any disputes shall first be addressed through good faith negotiation between the parties • If negotiation is unsuccessful, disputes shall be resolved through binding arbitration in Arlington, Virginia, in accordance with the rules of the American Arbitration Association (AAA)
12. Changes to terms
G&I Consulting reserves the right to update these Terms & Conditions at any time. The most current version will always be available on our website. Continued use of our services constitutes acceptance of any changes.
13. Governing law
These Terms & Conditions are governed by the laws of the Commonwealth of Virginia and applicable federal laws. Any legal proceedings shall be conducted in the courts of Arlington County, Virginia.
14. IRS Circular 230 disclosure
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
15. Contact information
G and I Consulting Group Inc. 4250 N Fairfax Drive, Suite 600 Arlington, VA 22203 Phone: (703) 625-4933 Fax: (703) 997-6029 Email: giandiconsultingroup@gmail.com
