Standard engagement terms

Who you are engaging

Raccoon Accountant® is the registered trademark used by RKH Contracting, LLC, doing business as Raccoon Accountant. In these policies, ‘we’ and ‘our’ mean that firm. Dillon Vincent, EA, provides the services described in your engagement.

These master terms apply after you approve them and we confirm the client relationship in writing. Sending an inquiry, preparing an email, delivering documents, or visiting this website does not by itself begin an engagement.

Agreeing on the work

The website offers tax document review and consultation, accounting and bookkeeping, and consulting and business advisory services. We agree with you on the specific work, deliverables, fees, payment terms, and timing in writing before starting that work. Email can document that agreement.

A new assignment or a material change in scope requires a further written agreement. Accepting these master terms does not authorize an unlimited assignment, establish a fixed fee, or commit either of us to future work.

Services requiring a separate engagement

Tax return preparation requires a separate engagement through our MyTAXPortal process. Representation before a tax authority and any audit, review, or compilation engagement also require separate written arrangements and confirmation that we can accept the work.

Ordinary bookkeeping, document review, and advisory work do not provide assurance on financial statements and are not designed to detect every error, fraud, or unlawful act. We will raise material concerns that come to our attention within the agreed work.

Your information and decisions

Please provide accurate, complete information on time, identify relevant deadlines, and tell us promptly about changes. We may rely on your records while asking questions or seeking support when something is unclear or inconsistent.

You remain responsible for business decisions, internal controls, keeping original records, and reviewing the information and deliverables we ask you to approve. Our advice depends on the facts supplied and the rules applicable when we give it; continuing monitoring or updates are included only if agreed in writing.

Fees, timing, and ending work

Your written scope sets the fee basis, billing schedule, payment dates, and any approved expenses. Estimates may change when facts or requested services change; we will discuss material changes before proceeding. No interest charge or additional fee is created by these website terms alone.

Each of us may end an engagement by written notice. We may also pause work for missing information, nonpayment under agreed terms, conflicts, or professional obligations. We will communicate the status of unfinished work and known deadlines. Fees for authorized work already performed remain payable under the agreed terms, subject to applicable law.

Ending work does not remove our duties concerning confidentiality or the return of client records. Contact us promptly about a concern so we can discuss a practical resolution. These terms do not waive rights that cannot lawfully be waived.

Policy versions and separate permissions

The policy version supplied when you approve an engagement is the version for that agreement. We will seek written agreement to material changes affecting existing work; publishing an update does not silently replace your accepted terms. A specific written engagement controls an expressly agreed difference, subject to applicable law.

The tax services, AI use, privacy, and records retention policies explain additional practices. Acceptance of any of these policies is not a tax-information disclosure or use consent. Any legally required consent is handled separately.