STANDARD TERMS AND CONDITIONS OF SERVICES
These Terms and Conditions (“Terms”) apply to all professional services provided by MT Bachani PLLC (“Firm”) to the client (“Client”) unless a separate written engagement letter signed by both parties states otherwise.
1. Scope of Services
The Firm will provide professional accounting, tax, advisory, software implementation, and related services as described in the relevant engagement letter, proposal, or service agreement. Services will be performed in accordance with applicable professional standards, including those of the American Institute of Certified Public Accountants (AICPA) and state accountancy boards. The Firm does not guarantee specific outcomes or results.
2. Client Responsibilities
The Client agrees to:
- Provide complete, accurate, and timely information necessary for the Firm to perform its services.
- Respond promptly to the Firm’s requests for clarification, documentation, or approvals.
- Retain responsibility for all decisions, filings, and compliance obligations.
The Firm is not responsible for delays, penalties, or additional costs resulting from incomplete, inaccurate, or late information provided by the Client.
3. Fees and Payment Terms
- Invoices are due upon submission unless otherwise stated in the engagement letter.
- If any invoice remains unpaid more than 30 days from the submission date, the Firm may suspend services, retain client records as allowed by law, and/or refer the account to a collections agency, with all recovery costs payable by the Client.
4. Tax Filing Deadlines
The Firm will not be liable for penalties, interest, or damages due to late filings or payments if the Client does not provide all required information and approvals in sufficient time to meet applicable deadlines. The Client is solely responsible for timely filing and payment of all taxes.
5. Confidentiality and Data Protection
The Firm will maintain confidentiality of all non-public client information in compliance with applicable professional standards, laws, and regulations. Information will not be disclosed without Client consent except as required by law or professional obligations.
6. Document Retention
The Firm retains engagement-related documents for seven (7) years unless otherwise required by law. After this period, documents may be destroyed without further notice. The Firm does not keep original records; these remain the Client’s responsibility.
7. Insurance
The Firm maintains professional liability insurance in accordance with applicable laws and professional standards. This insurance is for the Firm’s protection and does not extend to cover the Client’s business operations, activities, or liabilities.
8. Software and Odoo Implementation
Where services include Odoo implementation, configuration, integration, or other software-related work, the Firm’s role is limited to professional setup and advisory services. The Firm is not responsible for the performance, security, or availability of third-party software, nor for licensing, hosting, or compliance with the software provider’s terms. These remain the Client’s responsibility.
9. Travel and Per Diem
When services require travel outside the Firm’s primary service area, the Client will be billed for reasonable travel, lodging, and meal expenses at actual cost or at an agreed per diem rate, as stated in the engagement letter or proposal.
10. Use of Subcontractors
The Firm may engage qualified subcontractors or external specialists to perform portions of the services. The Firm remains responsible for the quality and confidentiality of all work performed.
11. Limitation of Liability
To the fullest extent permitted by law, the Firm’s total liability for any claim, loss, or damages shall be limited to the total fees paid by the Client for the specific services giving rise to the claim. The Firm will not be liable for indirect, incidental, or consequential damages, including lost profits or penalties.
12. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Texas, United States, without regard to conflict of law rules.
13. Amendments
These Terms may be amended only by a written agreement signed by both the Client and the Firm.