Engagement Terms
Your engagement with Josh Mauer CPA, LLC
Subscribing to a membership creates a professional engagement with our firm. These are the terms you accept at checkout. They are written to be plain — if anything here is unclear, ask us before you subscribe.
1. Who you're engaging
When you subscribe, you are engaging Josh Mauer CPA, LLC, a Kansas-licensed CPA firm, to provide the services in the membership you selected. Your subscription creates a professional engagement governed by these terms.
2. Scope of services
We will provide the components you selected at checkout — any combination of Tax, Accounting (bookkeeping), Payroll, and Financial Planning & Analysis (FP&A), or a CAS package that bundles them. Your order confirmation lists the exact components and their fees. Work outside that scope is quoted separately. We do not perform attest services (audits, reviews) under these memberships.
3. Fees and recurring billing authorization
Membership fees are billed on a recurring basis (monthly or annual, as selected). By subscribing, you authorize Josh Mauer CPA, LLC to charge your payment method automatically on each billing date until you cancel. Per-unit components (for example, payroll per employee) are billed on the units in service. Fees may be adjusted with advance notice; changes take effect on your next renewal date.
4. Cancellation and the satisfaction guarantee
If you're not satisfied, your first month (or a proration) is refunded. You may cancel any time; cancellation takes effect at the end of the current billing period and is not pro-rated beyond the guarantee. Work product and records remain available to you through your portal.
5. How tax engagements are confirmed
Tax preparation services are further governed by the engagement letter and authorizations you sign in your TaxDome portal, and by the signatures captured when you approve and e-file your return (including IRS Form 8879). These terms and the TaxDome engagement are intended to work together; where tax scope is concerned, the signed TaxDome engagement controls.
6. QuickBooks ProAdvisor resale disclosure
Josh Mauer CPA, LLC is a Certified QuickBooks ProAdvisor. Where you obtain a QuickBooks Online subscription or related Intuit products through us, we may resell them at our preferred ProAdvisor pricing and retain a margin. You are free to obtain these products directly from Intuit instead.
7. Client responsibilities
You agree to provide complete and accurate information and records on a timely basis, to review the work we deliver, and to maintain your own copies of source documents. The accuracy of our work depends on the information you provide.
8. Value-based pricing and tax work
Value-based / value-share pricing applies to ADVISORY outcomes only (working capital, EBITDA, enterprise value, lender-readiness). It never attaches to tax-return positions or anything restricted under Circular 230 §10.27 / AICPA contingent-fee rules. Tax preparation is always a fixed component of the engagement.
9. Electronic acceptance
By checking the acceptance box at checkout, you agree to these terms and to transact and receive records electronically under the federal ESIGN Act and Kansas UETA. Your acceptance is recorded with the date, the terms version, and your account identity.
Josh Mauer CPA, LLC — a Kansas-licensed CPA firm. These terms govern membership subscriptions and are not tax, legal, or financial advice. We do not provide attest services under these memberships.