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New Client Payroll EngagementDear Client,We appreciate the opportunity to offer payroll services to your company. To ensure anunderstanding between us, this letters sets forth the terms of our engagement as well as thenature and limitations of our services to you.Attached you will find the following documents:1. Simple Engagement Terms, Page 22. Pricing and Services, Page 2, 3, 4 & 53. Bank Debit Authorization form, Page 64. Client Contact Information, Page 75. IRS Power of Attorney, Page 8 & 96. List of documents needed to get you up and running, Page 10Please note, we will debit the monthly fee agreed upon on the 1st of the following month.Should you have any questions you may call (786) 693-9358 or contact Charlotte Heyer directlyvia email at charlotte@heyerinc.com.Our team looks forward to serving you!Ralf F. Heyer, EAPresident & FounderTel: (786) 693-9358 Fax: (786) 513-3777 www.apollopayroll.com info@apollopayroll.com
I/We the undersigned assign the payroll setup and payroll tax payment and form submissionto Apollo Payroll LLC for a term of one (1) calendar year from the date of this agreement. Forthese services rendered to us, we agree to the pricing outlined on Schedule A (page 4) of thisagreement, payable monthly by automatic bank draft on the (1st) first of the month. In return forthe above consideration, I/we shall receive the following services: Weekly, Monthly, Quarterly and/or Annual Payroll Tax Submission Quarterly and Annual Federal and State Payroll Form Submission (941, 940, RT-6) Preparation, Mailing and Electronic filing of form W-2 Email and or Telephone Support Office Meetings (by appointment only) Access to Employer Portal (www.managepayroll.com) Access to Employee Portal (www.paycheckrecords.com) Power of Attorney on File with IRSPayroll Packages1 – 5 Employee(s) 55.00 per month6 – 15 Employees 95.00 per month16 – 20 Employees 135.00 per monthAdd On Packages2DR-1: Florida Business Tax Application 150.00 one time feeAnnual Payroll Audit 250 per yearEmployee Time Clock 5 per employee per monthLabor Poster 150 per yearVacation / Sick Time Tracker 5 per employee per month1099-Misc Contractor Payments 250 per yearTel: (786) 693-9358 Fax: (786) 513-3777 www.apollopayroll.com info@apollopayroll.com
EndorsementPayroll ServicesWe will:1.Do the initial payroll setup for your employees and/or contractors2.Train you to use our easy automated, online payroll system3.Enable you to access the online payroll system with your own user ID and password4.Oversee your first payroll run, tax payments, and form filingsOur ResponsibilityWe will set up your company for payroll as described below. We will do the initial set up of new employeesand contractors for payroll using the information from documents that you provide.We will train you to use the online system to run payroll for your employees. We will arrange for youremployees to receive checks by direct deposit or show you how to print checks for your employees.We will submit federal payroll taxes and quarterly/annual forms online using our payroll system on orbefore their due dates.We will work with you to prepare your first payroll using direct deposit or printed checks.Your ResponsibilityAfter initial setup, you will be responsible for inputting payroll information on a timely and periodic basis,including pay rates, employee status, and benefits information.You must maintain sufficient funds in your bank account to cover payroll expenses and related tax liabilities.You will be charged an exceptions fee if there are insufficient funds in your account when payroll or payrolltaxes are due.I understand and accept the following conditions in relation to direct deposit and/or electronic taxpayments from my payroll account: 1. In the case where the payroll provider is unable to withdraw frommy bank account to cover direct deposit paychecks and/or electronic tax payments, I agree that I amfinancially responsible for paying the amount due, plus any related processing fees, collection fees orsimilar charges. 2. I allow the payroll service provider to perform business credit checks for my company.Our feesOur fees for our services are shown on page 3 and will be automatically debited from your bank accounton 1st of every month.3Tel: (786) 693-9358 Fax: (786) 513-3777 www.apollopayroll.com info@apollopayroll.com
Services not providedWe will not audit or verify the information that you provide to us. If an amount appears unusual, we willcall it to your attention. However, we are not responsible for the detection of errors, irregularities, theft,fraud or illegal acts. We do not provide legal services.We will not prepare 1099-Misc that have not been processed in our payroll system.ApprovalsWe are pleased to have you as a payroll client and hope that this will begin a long and pleasant association.Each of us, however, retains the right to terminate this engagement at any time. Please date and sign acopy of this letter and return it to us to acknowledge your agreement with the terms of this engagement.This agreement between the subscriber and Apollo Payroll LLC shall be automatically renewed for anadditional year on January 1, of the following calendar year, unless written notice of cancellation is givenat least 30 days before the expiration of the year’s service.Payroll fees will be calculated monthly based on the highest number of employees during the month. Anyincident occurring prior to the date of this agreement is not covered by our service. Client is responsiblefor submitting complete and accurate information to Apollo Payroll LLC.Effective Start Date:End Date:Business Name:Office Phone:Business Phone:E-Mail:Client Signature:4Tel: (786) 693-9358 Fax: (786) 513-3777 www.apollopayroll.com info@apollopayroll.com
Schedule A5Tel: (786) 693-9358 Fax: (786) 513-3777 www.apollopayroll.com info@apollopayroll.com
Recurring Payment Authorization FormSchedule your payment to be automatically deducted from your bank account, or charged to your Visa,MasterCard, American Express or Discover Card. Just complete and sign this form to get started!Recurring Payments Will Make Your Life Easier: It’s convenient (saving you time and postage) Your payment is always on time (even if you’re out of town), eliminating late chargesHere’s How Recurring Payments Work:You authorize regularly scheduled charges to your checking/savings account or credit card. You will becharged the amount indicated below each billing period. A receipt for each payment will be emailed to youand the charge will appear on your bank statement as an “ACH Debit.” You agree that no prior-notificationwill be provided unless the date or amount changes, in which case you will receive notice from us at least 10days prior to the payment being collected.Please complete the information below:I authorize Heyer & Associates EA PA to charge my credit card indicatedFULL NAMEbelow for on the 1st of each Month for payment of my Accounting and/or Tax Engagement.Billing AddressPhone#City, State, ZipEmailChecking/Savings AccountCredit CardSavingsCheckingMasterCardVisaName on AcctCardholder NameBank NameAccount NumberAccount NumberExp. DateBank Routing #Bank City/StateSignature:Date:I understand that this authorization will remain in effect until I cancel it in writing, and I agree to notify Heyer & Associates EA PA in writing of any changesin my account information or termination of this authorization at least 15 days prior to the next billing date. If the above noted payment dates fall ona weekend or holiday, I understand that the payments may be executed on the next business day. For ACH debits to my checking/savings account, Iunderstand that because these are electronic transactions, these funds may be withdrawn from my account as soon as the above noted periodic transactiondates. In the case of an ACH Transaction being rejected for Non Sufficient Funds (NSF) I understand that Heyer & Associates EA PA may at its discretionattempt to process the charge again within 30 days, and agree to an additional 35.00 charge for each attempt returned NSF which will be initiated as aseparate transaction from the authorized recurring payment. I acknowledge that the origination of ACH transactions to my account must comply with theprovisions of U.S. law. I certify that I am an authorized user of this credit card/bank account and will not dispute these scheduled transactions with my bankor credit card company; so long as the transactions correspond to the terms indicated in this authorization form.6Tel: (786) 693-9358 Fax: (786) 513-3777 www.apollopayroll.com info@apollopayroll.com
Client Contact Information SheetPlease complete the Client Contact Information Sheet below. This information will be usedto set up your account and to send you monthly reports, tax returns, etc.I. Company Information:Company Name:Company Address:Company Telephone:Company Fax:Company Website:Company E-mail:–Tax ID:Entity Type:S-CorpC-CorpPartnershipDisregarded EntityIndustry Type:II. Owner Information: (If company has various owners, only one is needed)Owner Name:Owner Address:Owner Telephone:Owner E-mail:Owner Date of Birth:Owner SSN:In addition to sending Tax Returns, Financial Statements, Sales Tax Returns, Payroll Returns, etc. isthere anyone else you would like for us to include in the e-mails, such as Office Manager, AdminAssistant, Owner, etc.?YESNO If Yes, please fill in below:E-mail 1:E-mail 2:E-mail 3:By signing below you authorize us to use all the contact information above for all necessary purposes.Print Name:7Tel: (786) 693-9358Title: Fax: (786) 513-3777 www.apollopayroll.comDate: info@apollopayroll.com
Form2848(Rev. Dec. 2015)Department of the TreasuryInternal Revenue ServicePart I1OMB No. 1545-0150Power of Attorneyand Declaration of Representative For IRS Use OnlyReceived by:Information about Form 2848 and its instructions is at www.irs.gov/form2848.NamePower of AttorneyTelephoneCaution: A separate Form 2848 must be completed for each taxpayer. Form 2848 will not be honoredfor any purpose other than representation before the IRS.FunctionDate//Taxpayer information. Taxpayer must sign and date this form on page 2, line 7.Taxpayer name and addressTaxpayer identification number(s)Daytime telephone numberPlan number (if applicable)hereby appoints the following representative(s) as attorney(s)-in-fact:2Representative(s) must sign and date this form on page 2, Part II.Name and addressRalf F. HeyerPO Box 4668 No. 71564New York, NY 10163-4668Check if to be sent copies of notices and communications CAF No.PTINTelephone No.Fax No.Check if new: Address030415452RP00557581(786) 693-9358(786) 513-3777Telephone No.Fax No.Telephone No.Fax No.Telephone No.Fax No.CAF No.Name and addressCheck if to be sent copies of notices and communicationsPTINTelephone No.Fax No.Check if new: AddressCAF No.PTINName and addressTelephone No.(Note: IRS sends notices and communications to only two representatives.)Fax No.Check if new: AddressCAF No.PTINName and addressTelephone No.Fax No.Check if new: AddressFax No.Telephone No.(Note: IRS sends notices and communications to only two representatives.)to represent the taxpayer before the Internal Revenue Service and perform the following acts:3Acts authorized (you are required to complete this line 3). With the exception of the acts described in line 5b, I authorize my representative(s) to receive andinspect my confidential tax information and to perform acts that I can perform with respect to the tax matters described below. For example, my representative(s)shall have the authority to sign any agreements, consents, or similar documents (see instructions for line 5a for authorizing a representative to sign a return).Description of Matter (Income, Employment, Payroll, Excise, Estate, Gift, Whistleblower,Practitioner Discipline, PLR, FOIA, Civil Penalty, Sec. 5000A Shared ResponsibilityPayment, Sec. 4980H Shared Responsibility Payment, etc.) (see instructions)Tax Form Number(1040, 941, 720, etc.) (if applicable)Year(s) or Period(s) (if applicable)(see instructions)4Specific use not recorded on Centralized Authorization File (CAF). If the power of attorney is for a specific use not recorded on CAF, check this box. See the instructions for Line 4. Specific Use Not Recorded on CAF . . . . . . . . . . . . . . .5aAdditional acts authorized. In addition to the acts listed on line 3 above, I authorize my representative(s) to perform the following acts (seeinstructions for line 5a for more information):Authorize disclosure to third parties;Substitute or add representative(s);Sign a return;Other acts authorized:For Privacy Act and Paperwork Reduction Act Notice, see the instructions.Cat. No. 11980JForm 2848 (Rev.12-2015)
Page 2Form 2848 (Rev. 12-2015)b6Specific acts not authorized. My representative(s) is (are) not authorized to endorse or otherwise negotiate any check (including directing oraccepting payment by any means, electronic or otherwise, into an account owned or controlled by the representative(s) or any firm or otherentity with whom the representative(s) is (are) associated) issued by the government in respect of a federal tax liability.List any other specific deletions to the acts otherwise authorized in this power of attorney (see instructions for line 5b):Retention/revocation of prior power(s) of attorney. The filing of this power of attorney automatically revokes all earlier power(s) ofattorney on file with the Internal Revenue Service for the same matters and years or periods covered by this document. If you do not wantto revoke a prior power of attorney, check here . . . . . . . . . . . . . . . . . . . . . . . . . . YOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO REMAIN IN EFFECT.Signature of taxpayer. If a tax matter concerns a year in which a joint return was filed, each spouse must file a separate power of attorney evenif they are appointing the same representative(s). If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver,administrator, or trustee on behalf of the taxpayer, I certify that I have the legal authority to execute this form on behalf of the taxpayer.7 IF NOT COMPLETED, SIGNED, AND DATED, THE IRS WILL RETURN THIS POWER OF ATTORNEY TO THE TAXPAYER.SignatureDatePrint NamePart IITitle (if applicable)Print name of taxpayer from line 1 if other than individualDeclaration of RepresentativeUnder penalties of perjury, by my signature below I declare that: I am not currently suspended or disbarred from practice, or ineligible for practice, before the Internal Revenue Service; I am subject to regulations contained in Circular 230 (31 CFR, Subtitle A, Part 10), as amended, governing practice before the Internal Revenue Service; I am authorized to represent the taxpayer identified in Part I for the matter(s) specified there; and I am one of the following:a Attorney—a member in good standing of the bar of the highest court of the jurisdiction shown below.b Certified Public Accountant—licensed to practice as a certified public accountant is active in the jurisdiction shown below.c Enrolled Agent—enrolled as an agent by the Internal Revenue Service per the requirements of Circular 230.d Officer—a bona fide officer of the taxpayer organization.e Full-Time Employee—a full-time employee of the taxpayer.f Family Member—a member of the taxpayer’s immediate family (spouse, parent, child, grandparent, grandchild, step-parent, step-child, brother, or sister).g Enrolled Actuary—enrolled as an actuary by the Joint Board for the Enrollment of Actuaries under 29 U.S.C. 1242 (the authority to practice beforethe Internal Revenue Service is limited by section 10.3(d) of Circular 230).h Unenrolled Return Preparer—Authority to practice before the IRS is limited. An unenrolled return preparer may represent, provided the preparer (1)prepared and signed the return or claim for refund (or prepared if there is no signature space on the form); (2) was eligible to sign the return orclaim for refund; (3) has a valid PTIN; and (4) possesses the required Annual Filing Season Program Record of Completion(s). See Special Rulesand Requirements for Unenrolled Return Preparers in the instructions for additional information.k Student Attorney or CPA—receives permission to represent taxpayers before the IRS by virtue of his/her status as a law, business, or accountingstudent working in an LITC or STCP. See instructions for Part II for additional information and requirements.r Enrolled Retirement Plan Agent—enrolled as a retirement plan agent under the requirements of Circular 230 (the authority to practice before theInternal Revenue Service is limited by section 10.3(e)).IF THIS DECLARATION OF REPRESENTATIVE IS NOT COMPLETED, SIGNED, AND DATED, THE IRS WILL RETURN THEPOWER OF ATTORNEY. REPRESENTATIVES MUST SIGN IN THE ORDER LISTED IN PART I, LINE 2. Note: For designations d-f, enter your title, position, or relationship to the taxpayer in the "Licensing jurisdiction" column.Designation—Insert aboveletter (a–r).Licensing jurisdiction(State) or otherlicensing authority(if applicable).Bar, license, certification,registration, or enrollmentnumber (if applicable).CIRS2008-93998SignatureDateForm 2848 (Rev. 12-2015)
Below is a list of documents that we will need to expedite and complete your accountsetup. Should you have any questions please feel free to reach us at (786) 693-9358.Engagement Required Documents:Signed Simple EngagementBank Debit / Credit Card Authorization FormClient Contact Information SheetVoided Company CheckIRS POA SignedTax Documents:IRS EIN LetterIRS S-Corp Status (if applicable)Florida Department of Revenue Reemployment NumberFlorida Department of Revenue Business Partner NumberLast 4 Quarters of form 941 & RT-6Send all documents via fax to (786) 513-3777 or via email directly to Charlotte Heyerat charlotte@heyerinc.com.10Tel: (786) 693-9358 Fax: (786) 513-3777 www.apollopayroll.com info@apollopayroll.com
I/We the undersigned assign the payroll setup and payroll tax payment and form submission to Apollo Payroll LLC for a term of one (1) calendar year from the date of this agreement. For these services rendered to us, we agr
