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ERC Discussion Agreement This ERC Discussion Agreement ("Agreement") is entered into between ERC-Tax Crisis ("Firm") and You. You accept the terms and provisions of this Agreement in whole, every part, and every combination thereof, by clicking "Accept" at the bottom of this page. You agree that no other terms, provisions, or promises apply to Your ERC Discussion. You agree as follows: 1. Nature, Scope and Limitations of Your ERC Discussion. Your ERC Discussion includes: •∙ A verbal discussion between You and one of the Firm’s tax litigation attorneys via a Virtual Online Meeting or telephone call on the date and time scheduled. Virtual Online Meetings may be conducted by using Zoom, Google Meet or any similar service which will be selected •by Firm. After You agree to this agreement and pay for your ERC Discussion Firm will email You an invitation to participate in a Virtual Online Meeting or a telephone call. Firm prefers to conduct Your ERC Discussion via Virtual Online Meeting but You can select that or a telephone call, whichever better fits your needs. •∙ 60 consecutive minutes of discussion with a Firm tax attorneys. •∙ Firm’s review of up to 15 pages of documents that You are can choose to upload to a folder that Firm will create for You in its online secure portal. Firm will email You an invitation so You can join/access and upload said documents to that folder within 3 business days after your ERC Discussion. You agree to upload documents that conform to Firm’s document protocol. Said protocol will be emailed to You by Firm. Any documents that do not conform to Firm’s document protocol will not be reviewed and will not be taken into consideration by Firm. •∙ Firm will provide You with a written summary that addresses the ERC (employee retention credit) related subject(s) of Your ERC Discussion in addition to its review of the (up to 15 pages) of protocol •conforming documents that You upload to said folder. Firm’s written summary will be emailed to You by Firm to the email address that You provide at the time You pay for, and schedule Your ERC Discussion. Firm will also upload its written summary to Your folder. Your folder will be remain available to You for 30 days after You are invited to join/access said folder. It will be deleted after 30 days. 2. Confidentiality 2.1 What You say and disclose to Firm during your ERC Discussion and in the documents You upload to your folder is protected by the attorney-client privilege to the extent permitted by law. To maintain confidentiality: •∙ Only You may participate in the ERC Discussion. •∙ You will not permit or allow any third party to listen to, listen in, eavesdrop, or participate in Your ERC Discussion. You will not disclose any information relating to, or which results from your ERC Discussion to any third party. You will not disclose, in whole or in any part Firm’s written summary of same. You acknowledge that your right to have your discussion and disclosures maintained as confidential will no longer exist should You do or permit any of the aforementioned. 2.2 You affirm that the email address that You provide Firm when You pay for and schedule your ERC Discussion is secure and private and that You will maintain same as such. Firm is not responsible for any unauthorized access to your email address, or any unauthorized access to any communication that Firm emails to you. That includes any attachments to any email Firm sends you. 2.3 Your ERC Discussion may be audio or visual recorded by the Firm to reference same for the purpose of producing Firm’s written summary, for record-keeping, compliance and its administrative purposes. Any such recording will remain confidential and subject to the attorney-client privilege to the extent permitted under the law. 3. Payment 3.1 Your ERC Discussion fee is non-refundable and must be paid in advance by using Your valid credit card transacted through Firm’s contracted processor. No consultation will be scheduled until payment is processed and your payment is confirmed. 3.2 Firm is not responsible for any technical issues, errors, or delays caused by your credit card issuer, the payment processor or in any other way. 4. Mutual Agreement for Future Representation 4.1 Your ERC Discussion does not establish an ongoing attorney-client relationship that continues beyond the scope of Your ERC Discussion or any services other than that 60 minute discussion and Firms written summary. Firm is not obligated in any way, or to any extent to consider providing, or to provide You with any services additional to Your ERC Discussion. 4.2 If Firm offers to provide You with any additional services after Your ERC Discussion and its written summary is concluded You and Firm must first agree and execute a written engagement agreement that will present all additional terms and provisions that are agreeable to Firm. Such written agreement must be approved by Firm. Such a written agreement will include, but will not be limited to terms and provisions that express the purpose of said additional services, the scope and limitations of same, the related fees and costs that You must pay Firm, the dates by which payment must be made and all other terms and provisions relating to the nature, extent, scope and timing of said services. All of Firm’s duties and responsibilities relating to said additional services will be expressed in said written engagement agreement. No other duty or responsibility, will be added or extrapolated to or from those specifically expressed in said written engagement agreement and Firm will not be obligated to perform or burden any of same. Further, You will not rely on any added or extrapolated duty or responsibility and agree that Your reliance on same is unwarranted and unreasonable. 5. Technology Requirements 5.1 You is responsible for ensuring access to the required technology to engagein on-line virtual meetings or telephone calls. Firm is not liable for delays or interruptions and subject to Firm’s absolute and unfettered discretion, Firm may offer, but is not obligated to offer You the opportunity to reschedule your ERC Discussion. 5.2 Firm is not responsible for data breaches caused by factors outside its control. 6. Disclaimers 6.1 Your ERC Discussion does not constitute legal advice tailored for litigation or specific legal disputes. The purpose of your ERC Discussion is to identify, explore and consider possible ERC related issues and facts, whether individually or in any combination, which may relate to You in a positive, negative or neutral manner. The manner in which that reveals, the extent or the outcome cannot be predetermined. 6.2 Firm makes no guarantees about the manner, extent or outcome of any such issues and facts. 6.3 Firm is not liable and will not be liable for any actions or decisions taken by You based on Firm’s written summary of your ERC Discussion. 6.4 The information provided by Firm in it’s written summary of Your ERC Discussion is provided to You for your further consideration and further exploration of Your ERC rights, responsibilities, possible benefits and liabilities. It is not legal, tax, or financial advice that is final in nature or predicative of the resolution of any particular facts, circumstances, or issues, legal or otherwise. After You receive Firm’s summary, your actions, reactions, inaction, decisions or lack of decision is solely at You’s own risk. You accept and agree that further inquiry, review and legal analysis of your specific tax issues, facts and circumstances will be required and must be effected by an appropriately licensed, qualified and experienced professional. 7. Governing Law and Dispute Resolution 7.1 This Agreement is governed by the laws of the State of Michigan, without regard to its conflict of laws principles. 7.2 To the extent permitted under the law, any suit, claim, or legal proceeding arising out of or relating to this Agreement must be brought exclusively in Ingham County, Michigan, or the Federal District Court for the Western District of Michigan. 7.3 Any disputes arising out of or relating to this Agreement must be resolved through binding arbitration in the State of Michigan, unless otherwise agreed by the parties. 8. Indemnification You agree to indemnify, defend, and hold harmless Firm, its attorneys, employees, and affiliates from any claims, liabilities, damages, or expenses (including reasonable attorney’s fees) arising from Your use of Your ERC Discussion, Your reliance on the information provided, or which results from your violation of any of the terms and provisions of this Agreement. 9. Conflict of Interest 9.1 Firm reserves the right to decline or terminate Your ERC Discussion if it determines that a conflict of interest may exist. Firm will make reasonable efforts to identify any such potential conflict. If a conflict arises during or after Your ERC Discussion, Firm will refund the fee that You paid for your ERC Discussion. No other damages or financial remuneration will be due you. 10. Acceptance of Terms By clicking "Accept," You acknowledges that: •∙ You read and understood this Agreement, and •∙ You agree to be bound by the terms and provisions of this ERC Discussion Agreement, and •∙ Your payment relates only to Your ERC Discussion and nothing more. Click "Accept," to affirm Your agreement hereto and to proceed with scheduling
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