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SAMPLE RETAINER AGREEMENT I _______________________ (hereinafter known as "client") do hereby retain the services of Maxine L. Ball, (hereinafter known as "consultant") to prepare the appropriate documents that will assist me in applying for corporation status and non-profit status for the organization currently known as _______________________. To accomplish this end, client understands the consultant will prepare the following documents: Articles of Incorporation, Bylaws, Application for Employee Identification Number (SS4), User Fee for Exempt Organization Determination Letter Request (Form 8718), Application for Recognition of Exemption (Form 1023), and State of Maryland-Comptroller of the Treasury Combined Registration Application for Sales and Use Tax Exemption. Client understands the Sales and Use Tax Exemption document can only be submitted once client has been approved for the 501(c) 3 Non-Profit status. In consideration of the aforementioned services, client understands that he will be responsible for working with the consultant collaboratively in providing the terms, conditions, rules and regulations, and operating instructions by which the corporation will operate (i.e., articles of incorporation, bylaws, and operating methods for a non-profit, exempt organization). The consultant agrees to diligently and aggressively develop these documents to the best of her skills. Both, client and consultant agree to be responsive and to communicate regularly regarding this endeavor. In consideration of the services rendered, client agrees to pay the consultant the sum of __________plus costs for the first ten (10) hours of service. Such fees are due and payable at the time of signing of this retainer agreement. Consultant fee may include, but is not limited to the following: development and issuance of all documents for filing including telephone conferences and calls made to or made in behalf of client, and any travel time. Costs expended may include, but are not limited to the following: all filing fees, postage, fax, mileage, copying, long distance phone charges, delivery charges, and parking fees. If the development and completing of the aforementioned documents exceed ten hours, client agrees to pay an additional discounted rate of ______ per hour for additional services rendered. Client understands that if additional services are requested outside of the scope of this agreement, a separate retainer agreement will be required with the proper associated costs/fees. The client understands that the consultant makes neither warranties nor guarantees, and all expressions made by the consultant thereto are matters of opinion only. Client understands the filing of the aforementioned forms/documents do not guarantee approval of requests made by such documents. By signing this agreement, client accepts this agreement and acknowledges receipt of a copy of this agreement. Client or Consultant may terminate this agreement at any time upon written notification, however, client is obligated to pay for services rendered and costs expended up to date of termination. Dated: _________________________________________ (Client) _________________________________________ (Consultant)




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