Service Purchase and Engagement Agreement
This Agreement sets the commercial and engagement terms for Services you purchase through our website. Checking the acceptance box on the checkout or agreement page, typing your full legal name as your electronic signature, and completing payment together constitute your electronic acceptance of these terms.
1. What You Are Purchasing
1.1. When you accept this Agreement and payment succeeds for the amounts shown in your cart and at Stripe Checkout, you are engaging Grigsby for the specific Services listed in your order confirmation, including:
- The named service(s) from our catalog with descriptions and pricing as displayed at checkout
- An introductory call with Grigsby staff to confirm scope, collect intake information, and schedule ongoing work (see Section 5)
- Professional work performed under the scope paragraphs attached to your order
1.2. You are purchasing professional tax and accounting services for your stated needs, not a guaranteed financial or tax outcome. Grigsby will perform Services with professional care consistent with applicable standards, using information and documents you provide.
1.3. Not included unless Grigsby expressly states otherwise in writing for your engagement: legal advice, investment advice, audit or attestation services, litigation support, software subscriptions (such as QuickBooks Online or payroll platforms), government filing fees, court costs, third-party appraisal fees, or services not listed in your cart or a subsequent written quote.
1.4. Services that require a custom quote before checkout (including “starting at,” hourly, and custom-scope items) are not final until Grigsby confirms scope and fees after document review or an intro call (see Sections 3 and 4).
2. Fees and Payment at Checkout
2.1. Fixed-fee Services. For one-time, fixed-fee checkout-eligible Services, you pay a fifty percent (50%) deposit at checkout unless your cart or a written quote states a different amount. The deposit is a retainer applied toward the total engagement fee. The remaining balance is due as invoiced after scope confirmation, upon delivery of agreed deliverables, or on the schedule stated in your engagement confirmation, whichever applies to the Services purchased.
2.2. Recurring Services. For recurring Services (monthly bookkeeping, payroll processing, sales tax filings, advisory retainers, and similar), you pay the full fee for the first billing period at checkout as shown in your cart. This is not a 50% deposit. Each recurring Service renews automatically at the rate and interval shown for that service until you cancel per Section 6. Your cart and Stripe Checkout show the amount due today and the recurring charge that will follow.
2.3. Grigsby may decline or pause work if payment is not received, payment fails, or required client information is not provided in a timely manner.
2.4. Fees paid at checkout are non-transferable to unrelated Services or third parties unless Grigsby agrees in writing.
3. Scope; Starting Fees; Document Review
3.1. Each Service in your cart is described on our website and supplemented by a scope paragraph tied to that service identifier in your order. That scope paragraph, together with this Agreement and your cart summary, defines what Grigsby will perform.
3.2. Starting at pricing. Where a catalog price is shown as “starting at” or a similar indicator, the amount at checkout is an initial estimate. Final fees are confirmed after Grigsby reviews your documents, intake responses, and complexity factors during or after your intro call. If the confirmed fee exceeds the starting rate, Grigsby will notify you before performing additional work beyond the deposit-covered scope, except for minor adjustments already typical for that service type.
3.3. Fixed-fee Services are performed for the stated scope at the listed price. Work outside that scope (additional schedules, extra entities, amended filings, rush requests, or materially incomplete records) may require a change order and additional fees at our current rates.
3.4. Hourly Services are billed at the stated hourly rate in minimum increments as confirmed before work begins. Estimates are not caps unless expressly agreed in writing.
3.5. You agree to provide complete, accurate, and timely information, documents, and authorization needed for Grigsby to perform the Services. Delays or incomplete records may shift timelines and may increase fees.
3.6. Grigsby relies on information you supply without independent verification unless a separate engagement provides otherwise. You remain responsible for the underlying records and for reviewing deliverables before filing or relying on them.
4. Quote-Only and Custom-Scope Items
4.1. Some catalog items are quote-only and cannot be completed at a fixed checkout price. These include complex tax returns, enterprise bookkeeping, hourly advisory, audit representation, voluntary disclosure packages, and other items marked for custom quoting on our site.
4.2. For quote-only items, you may book an intro call without immediate payment, or add the item to a quote request as our checkout flow provides. Grigsby will provide a written quote with scope and fees. No professional engagement begins for quote-only work until you accept the quote, sign this Agreement (or a superseding engagement letter), and pay the required deposit.
4.3. If you paid a deposit on a starting-rate item and document review shows the work falls outside the stated scope, Grigsby will issue an updated quote. You may approve the updated fee or request a refund of the deposit under Section 6.1 if work has not yet begun.
5. Intro Call; Scheduling; Delivery
5.1. After successful payment for checkout-eligible Services, you will receive instructions to schedule an introductory call with Grigsby. The intro call is used to confirm scope, discuss timelines, collect access or documents, and answer initial questions.
5.2. You are responsible for:
- Scheduling the intro call within a reasonable time after purchase
- Attending the call or rescheduling with reasonable notice
- Providing requested documents and portal access after the call
- Responding to Grigsby questions needed to complete the work
5.3. Timelines for deliverables depend on Service type, season, document completeness, and staff availability. Grigsby will communicate expected timing during the intro call or in follow-up email. Tax season and year-end periods may extend turnaround times.
5.4. Deliverables are provided electronically (email, secure portal, or agreed method) unless otherwise stated. You are responsible for reviewing outputs promptly and notifying Grigsby of corrections before filing deadlines where applicable.
5.5. If Grigsby cannot reach you to schedule or complete intake after reasonable attempts over thirty (30) days from purchase, Grigsby may pause the engagement and apply the refund policy in Section 6.
6. Refund, Cancellation, and Withdrawal
6.1. Before work begins. If you cancel in writing before Grigsby has commenced substantive work on your engagement (generally before document review beyond intake scheduling and before billable hours are incurred), you may request a full refund of amounts paid at checkout (including a fixed-fee deposit or the first billing period for a recurring Service), except for any third-party costs already paid on your behalf.
6.2. After work begins. Once substantive work has begun, amounts paid at checkout are non-refundable, except where mandatory consumer law requires otherwise or Grigsby agrees in writing. You remain responsible for fees for work performed through the cancellation date.
6.3. Recurring Services. Recurring Services renew automatically each billing period until cancelled. You may cancel recurring Services effective at the end of the current paid period by:
- Cancel by using the Stripe Customer Portal at loading billing portal link… to manage billing, update your payment method, or cancel before the next renewal date; or
- Sending written notice to contact@grigsbyaccountinggroup.com.
Cancellation does not relieve you of fees for periods already billed or work already performed. Prepaid annual periods may be subject to a pro-rata refund of unused whole months at Grigsby’s discretion, minus work performed.
6.4. Grigsby cancellation. Grigsby may withdraw from an engagement for conflict, nonpayment, uncooperative conduct, or other professional reasons. If Grigsby withdraws without client fault before delivering agreed Services, Grigsby will refund unearned prepaid fees for undelivered work.
6.5. How to request. Email contact@grigsbyaccountinggroup.com with your order email, full name, and service description. Refunds, when approved, are processed through Stripe; posting times depend on your financial institution.
6.6. Before initiating a chargeback, please contact us so we can help resolve the issue.
7. Professional Standards; No Outcome Guarantees
7.1. Grigsby performs Services in accordance with applicable professional standards for tax preparers, accountants, and consultants. Services are based on tax law, facts, and documents known at the time of performance.
7.2. Grigsby makes no guarantee of any specific tax refund, savings, audit result, penalty abatement, loan approval, valuation, or other financial outcome.
7.3. You are responsible for final review of returns, filings, and reports before submission to authorities, and for implementing business decisions based on advisory deliverables.
7.4. Representation and notices. Services involving IRS or state correspondence, audits, offers in compromise, or voluntary disclosure are limited to the scope purchased. Extended representation, appeals, or court proceedings require a separate written agreement.
8. Confidentiality; Records
8.1. Grigsby treats client information as confidential consistent with professional obligations and applicable law.
8.2. You authorize Grigsby to use necessary client information to perform Services, communicate with you, and file returns or reports you authorize.
8.3. You should retain your own copies of source documents. Grigsby retention follows firm policy and legal requirements; we are not a permanent document storage service unless separately engaged.
9. Checkout; Information; Electronic Acceptance
9.1. Checkout is processed by Stripe. Before payment, you must (a) check the required acceptance checkbox, and (b) type your full legal name as your electronic signature. Checking the box, typing your legal name, and completing payment together constitute your electronic acceptance of this Agreement.
9.2. Provide accurate, current information at checkout (name, email, phone, billing address, and business or entity name as applicable). Your email is used for confirmations, scheduling, and deliverables.
9.3. Grigsby does not store full card numbers on its own systems under normal configuration. Card data is handled by Stripe under Stripe’s terms and privacy practices.
9.4. A purchase is complete only when payment is successfully authorized or captured. Declined or failed payments do not create an engagement or scheduling entitlement.
10. Limitation of Liability
To the maximum extent permitted by applicable law, Grigsby’s aggregate liability arising out of or relating to your Service purchase and engagement shall not exceed the total fees you paid to Grigsby for the specific Services giving rise to the claim during the twelve (12) months before the event. This limitation does not apply to liability arising from Grigsby’s gross negligence, willful misconduct, or fraud.
11. Governing Law; Disputes
This Agreement is governed by the laws of the State of Louisiana, without regard to its conflict-of-laws principles.
Any dispute arising out of or relating to this Agreement shall be resolved by binding arbitration administered in Shreveport, Louisiana, in accordance with the rules of the American Arbitration Association, unless mandatory law requires otherwise.
12. Changes
For a completed checkout, the version of this Agreement presented or linked at the time of purchase controls that purchase, unless mandatory law provides otherwise. Grigsby may update this Agreement for future purchases; updates do not retroactively change completed purchases except as required by law.
13. Contact
Grigsby Accounting Group
333 Texas Street, Suite 1300
Shreveport, LA 71101
Email: contact@grigsbyaccountinggroup.com
Phone: (318) 333-6401
Questions about this Agreement or your purchase are welcome at the contact details above.
Effective August 19, 2026. Agreement version 2026-08-19.