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3B Accounting & Tax – Legal Disclosures, Terms of Service & Enterprise SLA
Last Updated: 1/8/2023
Definitions
For the purposes of this Agreement:
"Firm" refers to 3B Tax & Accounting LLC d/b/a 3B Accounting & Tax, including its affiliated entities, officers, employees, and authorized subcontractors.
"Client" refers to any individual, business, or entity engaging the Firm's services or interacting with the Firm's website.
"Services" means the professional accounting, tax, corporate finance, consulting, and related services provided by the Firm, as further defined in applicable engagement documentation.
"Engagement Letter" means the written agreement, including any Statements of Work or addenda, setting forth the specific terms of a Client's service engagement.
"Retainer Agreement" means the written contractual arrangement between the Firm and the Client that sets forth the specific scope, retainer amount, fee structure, and engagement terms applicable to the Client's ongoing relationship with the Firm.
"SLA" means this Service Level Agreement, which governs enterprise-grade performance standards, obligations, and service delivery expectations.
"Work Product" means all deliverables, reports, documents, data compilations, and other materials created by the Firm during the course of providing Services.
1. Introduction
This page constitutes a binding agreement between the Firm and all website visitors, prospective clients, and active clients. By accessing the Firm's website, using the Firm's services, or otherwise interacting with the Firm, the Client agrees to be bound by these terms. These terms apply in conjunction with any specific engagement letters, retainer agreements, enterprise service level agreements, statements of work, or contracts entered into with the Firm. In the event of any inconsistency, these Terms of Service, as published and updated on the Firm's website, shall govern and take precedence over other documents. Please see Section 17 clarifying our policy updates.
2. Governance Framework
Operational Authority – All services are delivered according to the Firm's enterprise methodologies, protocols, and quality controls.
Decision Rights – The Firm retains final authority over operational, technical, and delivery execution.
Change Management – Any modification to scope, delivery timelines, or resources must follow the Firm's change request process and may require a revised statement of work, adjusted deadlines, and/or additional fees.
Updates to Terms – The Firm may update these Terms at any time. Notice of updates will be provided by posting the revised Terms on this page with a new "Last Updated" date. Continued use of the Firm's services constitutes acceptance of updated Terms.
3. Scope of Services
The Firm provides professional accounting, tax, corporate finance consulting, cloud solutions implementation, digital transformation, treasury analytics, and business process outsourcing services, which may include:
3B Tax Tactics – Tax Planning, Filing & Resolution
Accounting, bookkeeping, and financial reporting.
Strategic tax compliance, planning, and advisory.
Payroll and benefits administration.
Full general ledger (GL) reconciliations, variance analysis, and detailed tax and financial reporting.
Ad-hoc, mutually agreed-upon related deliverables, documented in writing prior to commencement, to ensure clarity and enforceability.
3B Finance Focus – C-Suite Corporate Finance Advisory
Corporate finance and Fractional CFO advisory.
Financial modelling and FP&A (financial planning & analysis).
Treasury analytics, cash flow management, and comprehensive reporting.
Technology-enabled finance operations (FinOps).
Back-office process automation.
Strategy and management consulting, including market analysis, operational efficiency planning, corporate restructuring, and strategic corporate finance alignment.
Ad-hoc, mutually agreed-upon related deliverables, documented in writing prior to commencement, to ensure clarity and enforceability.
3B White Gloves Worldwide – Corporate Services & Business Formations
Strategic entity structuring and business formation assistance.
Cloud solutions implementation, ERP system integration, SaaS platform deployment, API-driven workflow automation, API integrations, custom DevOps, and digital transformation initiatives leveraging FinTech and ERP best practices.
Coordination and oversight of registered agent services, limited to administrative and compliance support functions, including selection, monitoring, and auditing for adherence to applicable statutory requirements. The Firm does not provide legal representation or legal advice in this capacity, and any legal determinations or filings requiring the practice of law must be handled by a duly licensed law firm or attorney.
Professional address solutions and virtual mailbox services.
Concierge-level corporate support for U.S. and international clients, including governance documentation, board resolutions, and cross-border compliance advisory.
Ad-hoc, mutually agreed-upon related deliverables, documented in writing prior to commencement, to ensure clarity and enforceability.
4. Service Performance Standards
Unless otherwise specified:
Service Availability – Monday–Friday, 9:00 a.m.–6:00 p.m. Eastern Time (excluding U.S. federal holidays).
Initial Response Times:
Critical: Usually within 1 business day.
Medium: Usually within 2-3 business days.
Low: Usually within 2-5 business days.
Quality Control – All deliverables undergo internal review prior to client release.
Milestone Tracking – Project milestones are recorded in the Firm's project management system.
Service Exceptions – The Firm is not liable for delays or missed SLAs caused by scheduled maintenance, force majeure events, circumstances outside the Firm's control, and/or the client's intentional withholding or obstruction of access to required data, records, or systems, whether deliberate or through gross negligence, force majeure events, or circumstances outside the Firm's reasonable control.
5. Client Service and Support Pathways
Assigned Account Manager / Service Lead
Department Director / Senior Manager
Partner or C-Suite Executive Oversight
Formal Mediation (if unresolved)
6. Client Obligations
The Client shall:
Provide accurate, complete, and timely information, documents, and system access.
Follow Firm security protocols, timelines, and communication channels.
Ensure decision-makers are available for approvals and clarifications.
Pay invoices according to agreed terms; overdue accounts may result in suspension of services until payment is received and may incur reactivation fees and the application of late fees.
Maintain compatible systems for secure document exchange.
Comply with all applicable laws, including tax compliance and data protection.
7. Confidentiality & Data Security
The Firm maintains physical, technical, and procedural safeguards to protect client data.
Subcontractors are bound by confidentiality and data protection agreements.
All work product belongs to the Client upon full payment, unless otherwise agreed in writing.
No confidential information will be disclosed without written consent, unless required by law.
Data Retention & Destruction – The Firm retains client data only as long as necessary to fulfill engagement purposes or as required by law, after which data may be securely destroyed.
8. Ethical & Labor Compliance Commitments
Zero Tolerance – The Firm prohibits modern slavery, forced labor, and human trafficking.
Compliance with the UK Modern Slavery Act, California Transparency in Supply Chains Act, and U.S. Trafficking Victims Protection Act.
All suppliers, subcontractors, and partners must comply with these standards.
Prohibitions include recruitment fees, debt bondage, confiscation of identity documents, and restrictions on lawful movement.
9. Third-Party Services
The Firm may coordinate services from licensed third-party providers (e.g., public accounting, investment advice, banking, legal).
Such services are governed by the provider's own terms, and the Firm makes no warranties or guarantees for their performance.
Assignment and Delegation. The Firm may assign rights and may delegate duties to other individuals or entities acting as a subcontractor ("Subcontractor"). The Firm will make a best-case effort to protect any confidential or proprietary information that is shared with the Subcontractor in accordance with this section.
10. Payment Terms
All retainer agreements, engagement letters, and enterprise service level agreements will include written fee terms (hourly, flat fee, retainer, milestone-based, performance-based, or blended rate structures). Rates are generally published or referenced in the applicable engagement documentation and may be adjusted periodically in line with the Firm's published rate schedules. This language is used intentionally to define the precise nature of the working relationship and its associated commercial terms.
Published Hourly Rates Schedule:
For the Firm’s Partners at $3,750.00 per hour; and,
For the Firm's Directors or subcontractor equivalent at $765.00 per hour; and,
For the Firm's Managers or subcontractor equivalent at $350.00 per hour; and,
For the Firm's Associates or subcontractor equivalent at $175.00 per hour; and,
For the Firm's Paraprofessionals, Executive Assistants, and/or subcontractor equivalent at $95.00 per hour.
RETAINERS ARE NON-REFUNDABLE, INVOICES ARE DUE UPON RECEIPT
NVOICES ARE DUE UPON RECEIPT; OVERDUE ACCOUNTS MAY INCUR INTEREST, LATE FEES, AND SERVICE SUSPENSION.
Preferred payment method: Zelle to billing@3baccounting.com; other methods require prior written approval.
11. Limitation of Liability
To the fullest extent permitted by law:
The Firm's liability is limited to the amount paid by the Client for the specific services giving rise to the claim.
The Firm is not liable for indirect, consequential, incidental, or punitive damages.
12. Indemnification
The Client agrees to indemnify and hold harmless the Firm, its officers, employees, and subcontractors from any claims, damages, or expenses arising from:
BREACH OF THESE TERMS.
MISUSE OF DELIVERABLES.
PROVISION OF FALSE, MISLEADING, OR INCOMPLETE INFORMATION.
13. Agreement to Automatic Communications
The Client consents to receive automated communications via email, SMS, voicemail, secure portals, and in-app notifications for:
Appointment reminders.
Document requests.
Billing notices.
Compliance alerts.
Marketing and Newsletter communications.
Automatic telecommunication reminders.
Utilization of industry-standard AI Agents and Personas, at the firm's discretion.
Service updates: Clients may opt out of marketing messages, but cannot opt out of operational or legally required notices during active engagements.
14. Governing Law & Dispute Resolution
Governed by and construed in accordance with the laws of the State of Florida.
To the fullest extent permitted by law, the parties expressly waive any right to initiate or participate in any lawsuit, class action, or class-wide arbitration against the Firm, except as expressly provided herein.
Should any dispute arise under these Terms of Service, Enterprise-Grade Service Level Agreement, Engagement Letter, statement of work, contract, and/or Retainer Agreement, the parties shall first engage in good-faith negotiations to resolve the matter amicably. If the dispute cannot be resolved through direct communication and negotiation, either party may submit the matter to mediation with a mutually agreed-upon mediator. If the parties are unable to agree on a mediator, the dispute shall be resolved through litigation.
Any litigation arising out of or related to this Agreement shall be filed exclusively in a court of competent jurisdiction located in Sarasota County, Florida.
In any such dispute, the prevailing party shall be entitled to recover from the non-prevailing party all reasonable attorneys' fees and actual costs incurred.
Survival of Terms – The provisions relating to confidentiality, limitation of liability, indemnification, and payment obligations shall survive the termination or expiration of this Agreement.
15. Privacy Policy & Miscellaneous Legal Disclosures
The Firm reserves all rights, including but not limited to the right to select its clientele and/or refuse business to anyone, including persons, properties, corporations, companies, trusts, and/or government agencies ("Party"), on a non-discriminatory basis unrelated to race, color, national origin, disability, age, sex, religion, or political beliefs.
Service Evaluation – Services are evaluated on a case-by-case basis. Outcomes may vary based on economic and regulatory factors, including changes to tax law, filing status, and entity structure. The Firm offers no guarantees on tax savings or financial results.
Service Limitations – At this time, the Firm does not offer Public Accounting Services, Investment Advice, Banking Services, or Legal Services, as defined by applicable law. Coordination with licensed providers may occur strictly in compliance with applicable law.
3B Capital Page Disclaimer – The Firm’s 3B Capital page is not a representation that the Firm is a regulated financial services entity.
Third-Party Product/Service Disclaimer – Disclaimers apply to third-party products/services, including bank products for tax refunds. The Firm may assist in locating financing opportunities but offers no loan approval guarantees.
Website Terms Acceptance – By using this website, you accept our privacy policy, cookie terms, and conditions of use.
Types of Nonpublic Personal Information We Collect – Nonpublic personal information provided by you or obtained with your authorization.
Parties to Whom We Disclose Information – We do not disclose nonpublic personal information except as required or permitted by law, including to employees and subcontractors.
Protecting Confidentiality – We maintain safeguards and do not share confidential tax return information with third parties without your explicit authorization.
How to Authorize Disclosure – Authorization must occur before signing your tax return.
Unauthorized Disclosure by Prior Preparers – Contact IRS Criminal Investigation at (800) 829-0432 and consider seeking legal counsel.
Collections Clause – Overdue accounts may be referred to collections, with the client responsible for reasonable collection costs, attorney’s fees, and interest.
Data Privacy Compliance – Both parties shall comply with all applicable data protection laws, including GDPR, CCPA/CPRA, and other relevant privacy regulations.
Incident Response Protocol – The Firm shall notify clients of any data breach without undue delay, including timeframes, scope, and remedial measures, in accordance with applicable law.
Consumer Exemption Clarification – For sole proprietors/Schedule C filers, services are provided strictly in a business-to-business (B2B) capacity and are not intended for personal, family, or household purposes.
16. Policy Updates
The Firm may update these Terms at any time. Updated Terms will be posted to this page with a revised “Last Updated” date and are effective immediately upon posting. All updates form part of these Terms of Service and shall retain the same precedence established in Section 1, governing and taking priority over any conflicting provisions in engagement letters, retainer agreements, enterprise service level agreements, statements of work, or other contracts. Continued engagement constitutes acceptance of these updated Terms of Service.
17. Severability
If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect (severability).
18. Acceptance
By accessing or using the Firm's website, engaging any of the Firm's services, or executing any enterprise-grade SLA, retainer agreement, engagement letter, or related agreement with the Firm, the Client expressly acknowledges, affirms, and agrees to be bound by, and to have reviewed and understood, these Legal Disclosures, Terms of Service, and Service Level Agreement. Each is incorporated herein by reference and shall be deemed accepted and binding as of the earliest occurrence of any such action.
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