New Client Sign Up Process

Confirm your basic information

Bookkeeping Service Agreement

The Code entered is Invalid or Blank. Please refer to the email you received and enter a valid code.

Your Verification Code is valid.


This agreement (“Agreement”) made this 23 Feb 2024, between BURGOS & ASSOCIATES INC dba ACR ACCOUNTING & CONSULTING RESOURCES (“The provider of the Services”) and T/A (“The Client) contains the terms and conditions under which bookkeeping services (“Services”) will be provided by the provider of he services to The Client. The words “Company” and “Account” mean The Client. The words “You”, “Your” and “Yours” mean any person or persons from your Company who uses the Services. The words “We”, “Us” and “Our” refer to BURGOS & ASSOCIATES INC dba ACR ACCOUNTING & CONSULTING RESOURCES. Your use of the Services, even over the phone, at our website or by oral/written request, constitutes your accordance to be bound by the terms and conditions of this Service Agreement.

Please read this Agreement carefully.


You may use your account to request services, in a professional and timely manner, for as long as this Agreement is in force, such services are limited to:


  • Register in general ledger, income and expense transactions such as cancelled checks, bank deposits, debit card payments, wire transfers, credit card payments, cash receipts, refunds and returns, NSF fees, bank service charges, automatic ACH debits, online charges, ATM withdrawals and any other transaction shown on checking, savings, lines of credit or credit cards statements.
  • Reconcile bank and credit card accounts to ensure the accuracy of the transactions entered in the General Ledger.
  • Prepare Business Financial Statements, such as Profit & Loss, Balance Sheet, Trial Balance, General Ledger, Account Reconciliation and Comparison Reports.
  • Calculate and record Fixed Assets Depreciation Schedules
  • Provide secure online access to your Accounting and Tax documents at our website. (Web Registration and internet access required)


  • Prepare weekly, bi-weekly, semi-monthly, monthly payroll checks or direct deposit with tax deductions for owners and employees of the business. (Additional fees apply)
  • Electronic File and payment of Federal and State Payroll Taxes. ($15.00 each additional State Filing)
  • Prepare monthly and quarterly Federal and State reports such as: 941, State Unemployment (SUTA), State Withholding, etc.
  • Prepare and file Annual W-2 Forms with the Social Security Administration
  • Prepare and File State Annual Withholding Reconciliation Reports
  • Prepare and File State New Hire Registry reports for new employees
  • Provide upon request, secure online access to payroll information for business owners and employee's paystubs and forms.
  • Prepare Certified Payroll Reports for Government Contracts (additional fees apply)
  • Free annual payroll tax tables updates


  • Prepare Annual Federal Business Income Tax Return as required. i.e.: Forms 1120, 1120S, 1065, 990, etc. (Tax service includes home State Only, additional charges apply for additional State returns. Personal tax return is NOT included)
  • Federal and State Business Estimated Tax Payments (based on documentation available).
  • Personal Estimated Tax Payment Coupons (if requested).
  • Prepare Schedules K-1 for business partners (if applicable).
  • Prepare Monthly or Quarterly Sales & Use Tax Reports (if applicable).
  • Prepare Fuel Tax Reports IFTA (if applicable).
  • Prepare 1099-MISC Forms for Subcontractors.
  • Property Tax Return.


  • Free Notary Public for simple signature-ready documents (if available).
  • Free consultation on business and tax related matters.
  • Review and response to letters received from Federal and State agencies for business tax issues.
  • Free Representation in Worker's Compensation and Liability Insurance Audits.
  • Free representation in Federal and State Audits for business and Personal tax returns prepared by us.


You may request, and/or from time to time, we may offer you optional services at discounted prices, which may be billed to your account upon request, except as otherwise provided in this Service Agreement.


It is the Client’s responsibility to provide in a timely manner, original supporting documents of business income/expense items for processing. These documents include but are not limited to:

  • Bank and credit card statements, along with cancelled checks.
  • Receipts, invoices and any other document that may be used to support amounts to be deducted and/or may be claimed as a deduction on Federal and State business tax return.
  • The Client is required to bring or to forward to our office, any letters or correspondence received from government agencies within the first fifteen days of the following month. If at any moment The Client fails to provide the documentation described herein, it does not mean nor does it waive the responsibility of paying the monthly fee described in Paragraph 4 below.
  • Since most annual business tax returns, reporting on a calendar year basis are due on March 15 of the following calendar year, The Client agrees to pay an additional document accumulation fee, for each month of documentation turned in late for processing, after January 15 of the following calendar year (fee does not apply to December’s documentation). If a the company reports on a fiscal year, then the fee applies to documentation turned in late for processing after the 15th day of the following month, immediately after the tax year ends (fee does not apply to documentation corresponding to the last month of the tax year being reported). The fee will be calculated as follows: If the monthly fee paid by The Client, as described on paragraph 4 or as adjusted due to activity, whichever is higher, is less than $300.00, then fee is $50.00 per month of paperwork turned in late, If the monthly fee is more than $300.00, then the fee is $100.00 per month. However, The Client has the option to get this fee waived, by agreeing to request a 6-month extension to file the business tax return. Any late fees, penalties or interest assessed for filing late by Federal or State agencies, will be the sole responsibility of The Client and will not be covered by Paragraph 10 below.


You promise to pay us in U.S. dollars, a fee of $350.00 THREE HUNDRED FIFTY 00/100****** per month, plus any late fees, finance charges, adjustments, payroll fees, document accumulation fees and any other charges due on your account, according to the terms and conditions of this Agreement, starting in the month of JAN-2023. The monthly fee has been based on the answers you provided about your business, such as the estimated amount of annual gross receipts and the estimated average number of income/expense transactions that the Company may have each month. Those transactions may include, but are not limited to:

  • The number of business income/expense items reflected on the Company’s bank statements.
  • The number of monthly business cash disbursements or credit card charges shown on Company’s credit card statements
  • Any other types of transactions such as business wire transfers or ATM withdrawals that the Company may have, whether or not they produce a tax deduction on the annual business tax return.

The Client further agrees that if the Company has no payroll or business activity on any given period, it does not waive The Client’s responsibility of paying the monthly fee described herein, since the business tax return must include the whole year of activity and mandatory monthly, quarterly and annual reports must still be prepared and filed with Federal and State agencies, even to report no activity.


The Client acknowledges that, if at any point in time, the actual number of business transactions, gross receipts, employees/subcontractors or any other activities described on paragraph 4 of this Agreement, should go significantly higher than those estimated by the Client at the time of signing this agreement, it will cause the monthly fee to be reviewed and adjusted accordingly, The Client will be notified of any fee increase within 30 days or as soon as we become aware of the change in activity. This adjustment is necessary to deal with the cost of keeping up the account and time consumption to process the Clients documentation. It is also understood that if the same items should go lower than those estimated at the time of the signing of this Agreement, it does not guarantee or imply a decrease on the monthly fee assigned, unless otherwise specified or prior negotiation with us. The monthly fee may also be reviewed at least once a year for purposes of comparison to local or nationwide average fees charged by similar providers or to review tasks being performed for The Client that may require additional work that to our discretion may not be feasible (i.e.: Personal transactions being paid out of business account).


You authorize us to process your payment via direct debit to your business bank account through the Automated Clearing House System also known as ACH, via direct draft, Electronic Funds Transfer (EFT) or any other form of payment available to us, such as a debit/credit card or direct draft conversion of a business check. You agree at all times to have an active bank account of file with us for that purpose. You will be notified each month via e-mail or other electronic means available to us, about the fees due on your account and the payment due date. Electronic payments are free to the client. However, if the Client wishes to have a paper billing statement, it will be subject to an additional $5.00 administrative monthly fee to compensate for postage, paper, envelopes, toner and handling.


In the event that The Client’s business bank account does not have enough funds to cover the monthly fee described herein, The Client agrees that an NSF fee of $25.00 may be charged by our processing agent. Shall your account go unpaid for over 60 days, a one-time late fee of $29.00 per month will accrue, plus a minimum of $5.00 as finance charge or the maximum amount permitted by applicable law, whichever is higher. You also agree to pay a fee of $29.00, for any check given to us as a form of payment and returned to us as unpaid, for any reason, by your financial institution. If The Client’s bank account gets closed and no other means of payment or communication is received from The Client, we shall have the right to immediately discontinue providing the services and to transfer the account to an agency for collection. The Client also agrees to be responsible for the direct or indirect costs related to the collection of any unpaid balances on the account, including reasonable attorneys’ fees, collection agency fees, arbitration costs and court costs. If the Client wishes to reinstate service, the balance due must be paid first, including late fees and finance charges. Also, The Client shall be responsible for reimbursement to us for any commissions and/or fees charged by collection agencies or partners used by us to properly service your account.


The Client acknowledges that we will keep hard or electronic copies of all documents, tax returns and/or reports prepared for/or on behalf of The Client, for as long as this Agreement is in force. Those records are property of The Client and are available for secure access at our website. These records will be surrendered upon The Client’s written request for termination of this Agreement or made available online at our website for printing or downloading, prior payment of any unpaid balances on the Account. The Client reserves the right to request copies of such records at any time, while this Agreement is in force and for as long as the account is in good standing. Every year we may clean up the Client’s archive and return any documents related to tax periods beyond the 3-year statue of record keeping, imposed by the IRS. It will then be The Client’s responsibility for saving such records and to have them ready for Federal or State authorities, if so required in the event of an audit or investigation.


Our sole and exclusive obligation shall be to provide the services described on paragraph 1, in a professional and timely manner, for as long as this Agreement is in force. We will prepare all financial statements, tax returns, quarterly and annual payroll reports, etc. based on the documentation and information provided by The Client, and shall have no other obligation or responsibility with respect to documents or information NOT provided timely by The Client. The Client acknowledges that BURGOS & ASSOCIATES INC dba ACR ACCOUNTING & CONSULTING RESOURCES will only provide professional advice and guidance on different tax matters, payroll requirements, federal and state unemployment regulations and many other responsibilities that most businesses have, and adherence to those rules and regulations is expected from The Client. However, since it is not our responsibility to oversee nor enforce compliance, The Client hereby releases us from any responsibility or liability for The Client’s failure to obey or follow such federal and state regulations. Non-compliance may result in fines, penalties, prosecution or imprisonment. Each officer, employee and independent contractor of your company must take every necessary action, to ensure compliance with these guidelines and to bring any problem areas to our attention. We may decline to enforce any right conferred to us by this Agreement at any time, without waiving or affecting any of our other rights under this Agreement.


We will reimburse ONLY penalties and interest imposed by government agencies, resulting from negligence, mistakes, errors or omissions made by us, our employees or representatives. The Client agrees that ALL claims for reimbursement MUST be presented in a timely fashion and MUST be accompanied by a copy of the first notice received from the agency for verification by us. This provision does not cover for penalties due to The Client’s failure to pay tax liabilities on time or when required. Furthermore, The Client acknowledges that the tax liability itself is the Client’s full responsibility, and under no circumstances will be paid by us. This provision does not cover for penalties or interests assessed by federal or state agencies in cases not limited the following:

  • Client’s failure to provide proper documentation to support business expenses or tax deductions included on tax returns.
  • Changes made by government agencies to reports or tax returns not prepared by us or prior to the date of this Agreement.
  • Client’s failure to provide or willfully hide/omit income/expense information, which needed to be included on reports or tax returns, as outlined by federal and state regulations.
  • Penalties resulting from actions taken by The Client that may be construed or intended to deceive, evade tax responsibility, defraud or conspire against tax agencies or any other entities that may have a relationship with the Company.
  • Fines, penalties and/or interest resulting from the Client’s illegal activities and/or any other situations related to The Client’s wrongdoing on which BURGOS & ASSOCIATES INC dba ACR ACCOUNTING & CONSULTING RESOURCES had no knowledge or participation.


We reserve the right, from time to time, in our judgment, to review, rescind or otherwise change any of the provisions included in this Agreement, by sending you a written notice through the US Postal Service, electronic communication or as required by applicable law. If you do not agree to the change, you must notify us in writing no later than (30) thirty days after the effective date of the change. In which case, your Account will be closed and you must pay us the balance owed at that time, under the existing terms of the unchanged Agreement. Otherwise, you will have agreed to the changes in the notice. Use of your Account after the effective date of the change, will be deemed as acceptance of the new terms, even if the 30 days have not expired.


This Agreement terminates and supersedes all prior understandings or agreements on the subject matter hereof, and may be modified as outlined on paragraph 11 and deemed accepted by The Client, without requiring new signatures. You agree that this Agreement is the final expression of the Agreement between you and us and may not be contradicted by evidence of any alleged oral agreement.


If for any reason The Client wishes to terminate this Agreement, he/she/they MUST notify us in writing with at least (30) thirty days in advance, no exceptions. Client agrees that extended lack of use of the services described in Paragraph 1, non-payment of your Account or closing the business bank account on file, does not constitute cancellation or termination by The Client, under the terms and conditions of this Agreement. Otherwise, we assume your continued use of our services and payment of your monthly fees will continue to be required and will accrue late fees as described on Paragraph 7 above, until your Account is closed by us or transferred to an agency for collection, whichever comes sooner. You will remain liable for all amounts that you owe us at the time of cancellation. We reserve the right to revoke or limit the usage of your account and to terminate this Agreement at any time without prior notice.


This Agreement shall be governed by and construed in accordance with the laws of the state of Maryland and applicable federal law.

IN WITNESS WHEREOF, by signing below, The Client acknowledges that he/she/they have read and understand the terms and conditions contained herein or have been read/explained to him/her/them and agree to such terms. You personally and in your individual capacity, will each be liable for all charges, fees and finance charges on the account. This Service Agreement shall take effect and constitutes a binding contract between the parties only when signed by an authorized representative of BURGOS & ASSOCIATES INC dba ACR ACCOUNTING & CONSULTING RESOURCES and The Client.

Signature and Certification





 Jose A. Burgos, President 02/23/2024

By: ACR Accounting & Consulting Resources

Sign Above

E-Signed On: 02/23/2024 from IP


Company Name: 

Authorizing Officer:  

Acceptance and Signature

Sign Above