Agora's Accounting & Tax Services - Terms & conditions

Accounting & Tax Services – Terms & conditions

These Terms & Conditions govern the provision of Agora’s Accounting Services, which include both ongoing bookkeeping and annual tax services. By engaging with Agora, the client agrees to the following:

  1. Client Responsibility for Timely Submission. The client is responsible to ensure that all required documents, including but not limited to property documents and financial statements, are submitted in a timely manner. Failure to provide documents on time may result in delays in service delivery, for which neither Agora nor the third-party service provider shall be held liable.
  2. Accurate & Complete Information. The client must provide accurate, complete, and truthful information for tax services. The client acknowledges that the accuracy and completeness of the information provided are critical to the quality and timeliness of the services rendered. Agora and its service providers are not responsible for errors in deliverables caused by inaccurate or incomplete client information.
  3. OCR Technology & Limitations. Optical Character Recognition (OCR) technology is used to extract data. [Deal.CompanyNameForQuote] is responsible for reviewing and verifying the accuracy of the data extracted by OCR technology. Neither Agora nor its service providers are liable for errors or omissions from OCR use.
  4. Right to Refuse Incomplete or Inaccurate Information. The service provider reserves the right to refuse to process any information or documents that are incomplete, inaccurate, or disorganized, such as unsorted financial records. In such cases, the client may incur additional charges for any extra work required to rectify the deficiencies.
  5. Use of Tax Center. The client agrees to utilize the Tax Center system for all document uploads and communications with the service provider. The client acknowledges that the use of the Tax Center is essential for efficient and secure handling of documents and information.
  6. Payment Policy.
    1. The client agrees to pay all fees for services provided, including any additional charges for tax filings required by the IRS. The service provider will prepare and file all necessary forms. If additional reporting obligations arise during the process by the IRS, such as filings in other jurisdictions or other unforeseen tax requirements—Agora is not required to notify the client in advance. These services will be billed according to ״Appendix A.״
    2. Prepayment fees are non-refundable and may not be applied, credited, or otherwise used to reduce payment obligations for any other services or for reports not rendered within the same annual term. For the avoidance of doubt, if fewer reports are ultimately completed than the number originally committed to, any prepayment for uncompleted reports will not be refunded or deducted from the fees due for the completed reports.
  7. Professional Advice Disclaimer. The third-party service provider offers professional tax advice and services but shall not be held responsible for any decisions made by tax authorities. The client acknowledges that the service provider does not have control over the decisions or actions of tax authorities. The client acknowledges that tax laws and regulations are subject to change, and the service provider cannot guarantee outcomes based on such changes.
  8. Delays and Penalties. Neither Agora nor the third-party service provider will be liable for any penalties, fees, interest or any other costs or expenses or consequences of any delayed filings resulting from client’s failure to provide timely, complete and/or accurate information.
  9. Scope of Tax Filing Services. This proposal includes tax filing services for the tax year that aligns with the calendar year in which your accounting subscription commences. For instance, if the subscription begins in January 2026, the monthly service fees will be applied toward the preparation and filing of the 2026 tax returns, which are due to be filed in 2027. Support for tax filings related to any previous tax years (e.g., 2025 or earlier) is not covered by the monthly service fees. If the Client requires assistance with prior-year tax filings, such services will be billed separately—up to 75% of the annual accounting package fee applicable to the relevant entity—unless otherwise agreed in writing.
  10. Bookkeeping Pricing Terms
    1. Pricing is calculated for each Profit & Loss report. If additional Profit & Loss are required (In case of an entity/fund with multiple properties, US Tax code requires separate P&L per property), the cost will be adjusted on a per-report basis.
    2. Bookkeeping software costs are not included.
    3. Pricing is based on the current estimated average monthly transaction volume provided by the client (If the average volume will cross the next tier, pricing will be adjusted according to the table tier).
    4. The bookkeeping service includes reports for the specified upcoming period. If past period reports are needed, pricing will follow the structure outlined above.