Tax Planning Review Agreement Sample Contracts

YEAR-END TAX PLANNING REVIEW AGREEMENT

Tax Planning Review Agreement • March 12th, 2021 • Virginia

• Contract Type
  Tax Planning Review Agreement
• Filed
  March 12th, 2021
• Jurisdiction
  Virginia

This Agreement represents the understanding between you (“you” or “Client”), and McLean Asset Management Corporation (“MAMC”) regarding the services MAMC will provide you.