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Business Services: Products and Service of Excellence...

Business Filing & Formation 
Civil Litigation
Document Preparation
Family Law
Health Care Directives
Last Will & Testament
Living Trust
Personal Injury / Car Accidents
Power of Attorney
Worker's Compensation


Take5 Financial Group offers variety of rates and terms tailored to your needs. Call us today for details.

Hourly Rates. We offer services at an hourly rate with 2 hours minimum.

Project Rates. Per project rate requires 50% deposit upon client acceptance of the total project cost estimate. The completed project will be turned over to the client upon receipt of the final balance due.

Rates and fees may vary. Please call us for details and for services not listed from our 100% guaranteed professional service.

Retainer Rates. Monthly retainers guarantees ongoing support at a discounted rate. The retainer packages offers clients stability and security with peace of mind knowing that services will not be interrupted. This gives your priority on your projects from other clients involved with different payment plans. Unused hours in any given months will not be carried over to the following month. Sync Merchants encourage all our clients who choose a retainer package to discuss and take full advantage of the hours purchased from each plan.

Take5 Financial Groups welcomes referrals. Any client whose referral is a signed contract will be receive 10% off on their next months invoice.

Note: All forms and application will be opened in a new browser and with .pdf files.

Business Support
Income Tax Preparation

Business Continuation
Business Insurance
Business | Group Benefit
Commercial Auto Insurance
Cyber Liability Insurance
Disability Insurance
Employer Practices Liability
Group Health Insurance
Health Insurance
Homeowners Insurance
Life Insurance
Long-Term Care
Professional and General Liability
Property Insurance
Renters Insurance
Worker's Compensation

General Administration

Diary / Calendar Management
Appointment and Meeting Scheduling
E-mail and Voice Mail Management
Reminder Services
Document Scanning
Purchasing Solutions
Bulk Mailings
Customer Service and Follow-up
Travel Arrangements
Internet Research
Holiday and Birthday Cards
Document Preparation
Ordering Supplies
Web Design

Terms in Sales of Service

Billing: An invoice for the payment will be sent to your email for payment through desired payment method (visa, mastercard, discover, paypal, check or money order). Service will not commence until payment is received and cleared.

Per Project Service. Rates may vary depending on estimate and contracts. All invoices are due upon receipt.

Take5 Financial Group provide services for Independent Contractor Agreement that specify the conditions of our working relationship, including confidentiality.

Late Fees. In the event that the Client has a past due invoice. Charges for late fees, applies.

Payments: All payments will be made payable to: Take5 Financial Group. Payment terms may change if agreed upon by both Take5 Financial Group and Client, prior to commencing any service.

Additional Charges. Additional charges may apply for printing, mailing expenses as well as other fees required upon completion of job and will be the responsibility of the Client. Any necessary fees will be discussed at the beginning of service or at earliest knowledge of necessity.