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client service Policies & fee disclosure

By scheduling services with CTZ Financial Service LLC, clients acknowledge and agree to the service policies outlined below, including appointment scheduling, cancellation requirements, service fees, and payment obligations.

If you have any questions, please contact us at info@ctzfinancial.com.

Cancellation

CFO - No contract, Cancel Anytime
Accountant - No contract, 90 day notice to cancel
BookKeeper - 12 Month Commitment

Satisfaction Guarantee

CFO - Refund of last month if unsatisfied
Accountant - Refund of last month if unsatisfied
BookKeeper - NA

Payroll

CFO -$150/month + $25 per employee
Accountant - $150/month + $25 per employee
BookKeeper -$150/month + $25 per employee

Business Tax Return

CFO -Optional starting at $2,500 per year
Accountant - Optional starting at $1,500 per year
BookKeeper -Optional starting at $1,500 per year

Out of Scope Requests

CFO -10 hours per year included, then $150 per hour
Accountant - $175 per hour
BookKeeper - $250 per hour

HERE ARE THE SERVICES WE OFFER ASIDE FROM TAX PREPERATION

client service Policies & fee disclosure

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