ERO AGREEMENT - Tax Office Setup-Back Office FORM
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  • SERVICE CONTACT AGREEMENT

    This Services Agreement ("Agreement") Is made between Luxe Consulting Services  dba EZfile NOW affiliates, owners, directors, officers, agents, and employees (collectively. the "Agent" or "you") and

    Luxe Consulting Servies LLC dba EZfileNOW, a California Corporation, ("Luxe Consulting Services")

    WHEREAS, the parties are entering into this Agreement for their mutual benefit; and WHEREAS, the Company desires certain services be performed by the Agent in connection with its business; and WHEREAS, the Agent desires to perform such services in return for compensation as more fully set out in the Commission Agreement between the parties; THEREFORE, the parties mutually agree as follows:

    1. a. "Business of the Company" means the highly competitive business of preparing and filing federal tax. returns for individuals and small businesses. b."Competitive Business(es)" include any firm. partnership, joint venture. corporation and/or any other entity and/or person, and/or any licensee of such. that performs the services described in Section 1.a. C."Job Duties" are those duties described in Exhibit A, attached hereto, as well as those duties as may from time to time reasonably be prescribed by the Company during the period of your contract with the Company. d."Customers" or "Clients" means any firm, partnership, corporation and/or any other entity and/or person that purchased or purchases services from the Company any of the products described in Section 1.a. e. "Customer Prospects" or "Client Prospects" means any firm, partnership, corporation and/or any other entity and/or person reasonably expected by the Company to purchase from the Company any of the products/services described in Section 1.a. f. "Vendors" means any individual and/or entity that provided/ will provide goods and services to the Company. "Material Contact" means personal contact or the supervision of the efforts of those who have g. direct personal contact with Customers, Customer Prospects, or Vendors in an effort to initiate or further a business relationship between the Company and such Customers, Customer Prospects, or Vendors. h. "Confidential Information" means information about the Company and/or its Customers/Clients, Customer Prospects, and/or Vendors that is not generally known outside of the Company, which you may come into contact with in connection with your contract with the Company. Confidential Information may include, without limitation: (1) the terms of this Agreement; (2) the Company's business policies, finances, and business plans: (3) the Company's financial projections, including but not limited to. annual sales forecasts and targets and any computation(s) of the market share of Customers and/or Customer Prospects: (4) sales information relating to the Company's product roll-outs: (5) customized software, marketing tools, and/or supplies that you may be provided access to by the Company and/or may create; (6) the identity of the Company's Customers/Clients, Customer Prospects, and/or Vendors (including names, addresses, and telephone numbers of Customers, Customer Prospects, and/or Vendors): (7) any list(s) of the Company's Customers/Clients, Customer Prospects, and/or Vendors; (8) the account terms and pricing upon which the Company obtains products and services from its Vendors: (9) the account terms and pricing of sales contracts between the Company and its Customers/Clients; (10) the proposed account terms and pricing of sales contracts between the Company and its Customer Prospects: (11) the names and addresses of the Company's other agents and other business

  • THIS COMMISSION AGREEMENT IS MADE IN CONJUNCTION WITH THE SERVICES AGREEMENT BETWEEN THE PARTIES AND IS SUBJECT TO IT. IN THE EVENT OF ANY INCONSISTENCIES BETWEEN THE TWO DOCUMENTS, THE SERVICES AGREEMENT SHALL CONTROL

    Term This Commission Agreement terminates upon termination of the Services Agreement. The pa)1ies may renegotiate this Commission Agreement annually or as otherwise agreed between them without the need to re-execute the Services Agreement This Commission Agreement replaces and supersedes any prior Commission Agreement between the parties. Entire Agreement; Modification. This Commission Agreement, along with the Services Agreement between the parties, represents the entire understanding between the Company and Agent on the matters addressed in such documents and may not be modified, changed or altered by any promise or statement by either party other than in a writing signed by Agent and the Company. By signing below, Agent attests that Agent has read the Agreement including the terms and conditions; and fully understands and accept its obligations and agrees to be bound by the terms hereof. Agent also authorizes Company to charge the credit card below or to Initiate automatic clearing house (ACH) payments from the bank account below, In each case according to the terms of the Agreement.

  • contacts of the Company; and (12) the techniques, methods, and strategies by which the Company develops, manufactures, markets, distributes, and/or sells any of the products/services described in Section 1.a. i. Territory" means:the geographic area encompassed by the municipalities of CITIES, Texas. j.Trade Secrets" means Confidential Information which is a trade secret under applicable state or federal law. k."Proprietary Rights" means any and all inventions, discoveries, developments, methods, processes, compositions, works, supplier and customer/client lists (including information relating to the generation and updating thereof concepts, and ideas (whether or not patentable or copyrightable) conceived, made, developed, created, or reduced to practice by you (whether at the request or suggestion of the Company or otherwise. whether alone or in conjunction with others, and whether during regular hours of work or otherwise) during the term of this Agreement, which may be directly or indirectly useful in. or related to. the Business of the Company or any business or products contemplated by the Company while you are an Agent, officer, or director of the Company. 2.Independent Contractors Status. Agent shall be an at-will independent contractor of the Company and shall receive future commission payments according to the terms of the Commission Agreement. This Agreement shall not render the Agent an employee, partner, or joint venturer with the Company for any purpose. The Agent is and will remain an independent contractor in his or her relationship to the Company. The Company shall not be responsible for withholding taxes with respect to the Agent's compensation hereunder. The Agent shall have no claim against the Company hereunder or otherwise for vacation pay, sick leave, retirement benefits, social security, worker's compensation, health or disability benefits, unemployment insurance benefits, or employee benefits of any kind. 3.Representations. Agent hereby represents, warrants, and agrees that: (a) it shall maintain during the term at least one valid electronic filing identification number ("EFIN") with the IRS: (b) it shall furnish the Company with each EFIN it maintains with the IRS prior to January 1 of each calendar year during the term of the Agreement; (c) it shall use only the Company for each EFIN that Agent maintains with the IRS; (d) all income tax returns Agent files electronically shall be filed and transmitted exclusively through the Company utilizing the services of the Company: and (e) all applications for bank products made by or through Agent shall be transmitted for processing through the Company only. Agent agrees to provide an operating address before lease signing to allow the Company to adhere to a strict ZIP code-based "No Compete" requirement. The Company may provide, at its discretion, and at an additional fee set forth in the Managed EFIN Contract Addendum, a Managed EFIN option for Agents unable to obtain a valid EFIN prior to the start of the tax season. Agents operating under a Managed EFIN option are required to adhere to program guidelines and requirements. 4.Reasonableness. You agree that your work for the Company will bring you into close contact with many of the Company's Customers/Clients, Customer Prospects, Vendors, Trade Secrets, and Confidential information. You further agree that the covenants in this Agreement are reasonable and necessary to protect the Company's legitimate business interests and its Customer/Clients, Customer Prospect, and/or Vendor relationships, Trade Secrets, and Confidential Information. 5.Exclusivity. You agree to work exclusively for the Company in connection with the type of work setout in the Job Duties. You agree to faithfully perform the duties assigned to you and agree that while an Agent of the Company will not engage in any other contract or business activity that should reasonably be expected to interfere with your full-time or part-time performance of your Job duties for the Company or cause a conflict of interest. You agree to abide by all of the Company's policies and procedures, which may be amended from time-to-time. 6.Duty of Confidentiality. You agree that during this Agreement with the Company and for a period offive (5) years following the termination of this Agreement for any reason, you shall not directly or indirectly divulge or make use of any Confidential Information other than in performance of your work for the Company without the prior written consent of the Company unless legally required to do so. You may, however, disclose the terms of this Agreement solely to the extent necessary to inform a subsequent employer and/or your attorney. spouse, or professional tax advisor of the restrictive covenants contained

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  • FRAUD POLICY

  • Tax Return Fraud Policy Purpose of Notification Over the last 5 years, LUXE CONSULTING SERVICES dba EZFILENOW has developed a reputation as a first-class tax preparation company. We pride ourselves on providing valuable services to our clients, investors, employees and contractors.

    As professional tax preparers and customer service representatives, you have access to highly sensitive information. Our responsibility is to provide accurate returns for our clients. All forms and supporting documents must accompany each return. If you suspect a potential client is using fake documents (W-2, ID, etc), claiming illegal dependents, or filing the deceased, please alert your manager as well as the compliance officer. We will not tolerate any breach of confidentiality, fraudulent documentation on tax returns, or any illegal acts of fraud and misrepresentation. If any representative of COMPANY knowingly commits an illegal act, or submits an unauthorized dependent, and/or fake document, they will be terminated with no further warning. I acknowledge that I have received this letter and understand Luxe Consulting Servies LLC dba EZfileNOW policy on fraudulent information on tax returns

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  • Background Check Authorization and Consent

    I certify that the facts set forth in this application are true,

    complete, and correct to the best of my knowledge. I understand

    that any misrepresentation, falsifications, or omissions on this

    application can be grounds for immediate termination of

    employment. I authorize LUXE CONSULTING SERVICES dba EZFILENOW to make any necessary inquiries and investigations into my education, references, criminal background, and employment history. I further authorize, unless otherwise indicated on this application, the release of information to LUXE CONSULTING SERVICES dba EZFILENOW by any of the schools, services, employers listed on this application.

    I also herby release from liability LUXE CONSULTING SERVICES dba EZFILENOW and its representatives for seeking, gathering, and using such information to make decisions concerning my status as an independent contractor for LUXE CONSULTING SERVICES dba EZFILENOW and all other persons or organizations for providing such information.

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  • VOIDED CHECK FOR DIRECT DEPOSIT

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  • Herein only on the condition that any subsequent disclosure by any such person that would be a violation of this Agreement if you were to make such disclosure shall be considered a disclosure by you and a violation of this Agreement. You shall not directly or indirectly misappropriate, divulge, or make use of Trade Secrets other than in performance of your work for the Company for an indefinite period of time, so long asthe information remains a Trade Secret as defined by any applicable state or federal law. You further agree that if you are questioned about information subject to this Agreement by anyone not authorized to receive such information, you will promptly notify the Company, but in no event later than one (1) week after such event. You acknowledge that applicable law may impose longer duties on non-disclosure, especially for Trade Secrets, and that such longer periods are not shortened by this Agreement. 7.Return of Confidential Information. You agree to return all Confidential Information and/or Trade Secrets and/or any other Company property in your possession or control within three (3) calendar days following the termination of this Agreement for any reason. To the extent you maintain Confidential Information and/or Trade Secrets and/or any other Company property in electronic form onany computers or other electronic devices owned by you, you agree to irretrievably delete all such information and to confirm the fact of deletion in writing within three (3) calendar days following termination of this Agreement with the Company for any reason. You also agree to return all Company property in your possession at the time of the termination of the Agreement with the Company, including but not limited to all documents, records, tapes, and other media of every kind and description relating to the Business of the Company and its Customers, Customer Prospects, and/or Vendors, and any copies, in whole or in part, whether or not prepared by you, all of which shall remain the sole and exclusive property of the Company. 8.Proprietary Rights. Proprietary Rights shall be promptly and fully disclosed by you to the Company's General Counsel and shall be the exclusive property of the Company as against you and your successors, heirs, devisees, legatees and assigns. You hereby assign to the Company your entire right, title. and interest therein and shall promptly deliver to the Company all papers, drawings, models, data, and other material relating to any of the foregoing Proprietary Rights conceived, made, developed, created or reduced to practice by you as aforesaid. All copyrightable Proprietary Rights shall be considered "works made for hire." You shall, upon the Company's request and at its expense, execute any documents necessary or advisable in the opinion of the Company's counsel to assign, and confirm the Company's title in the foregoing Proprietary Rights and to direct issuance of patents or copyrights to the Company with respect to such Proprietary Rights as are the Company's exclusive property as against you and your successors, heirs, devisees, legatees and assigns under this Section 8 or to vest in the Company title to such Proprietary Rights as against you and your successors, heirs, devisees, legatees and assigns, the expense of securing any such patent or copyright, however, to be borne by the Company. 9.Non-Competition. You covenant and agree that, during the term of your Agreement with the Company and for thirty-six (36) months after the termination thereof, regardless of the reason for the Agreement termination, you will not, directly or indirectly, anywhere in the Territory, on behalf of any Competitive Business perform the same or substantially the same Job Duties. 10.Non-Solicitation of Customers/Clients, Customer Prospects, and Vendors. You also covenant and agree that during the term of your contract with the Company and for thirty-six (36) months after the termination thereof, regardless of the reason for the contract termination. you will not. directly or indirectly. solicit or attempt to solicit any business from any of the Company's Customers/Clients, Customer Prospects, or Vendors with whom you had Material Contact during the last three (3) years of your contract with the Company. 11.Non-Solicitation of Agents. You also covenant and agree that during the term of your Agreement with the Company and for thirty-six (36) months after the termination thereof, regardless of the reason for the Agreement termination, you will not, directly or indirectly, on your own behalf or on behalf of or in conjunction with any person or legal entity, recruit, solicit, or induce, or attempt to recruit, solicit, or induce, any non-clerical Agent of the Company with whom you had personal contact or supervised while performing your Job Duties, to terminate their contract relationship with the Company. 12.At-Will Status. You acknowledge and agree that nothing in this Agreement is a guarantee or assurance of contract for any specific period of time. Rather, you understand that you are an at-will Agent

  • and that Luxe Consulting Servies LLC dba EZfileNOW may terminate your contract at any time for any reason. You are similarly free to resign at any time for any reason. Insurance. The Agent will carry liability insurance (including malpractice insurance, if warranted) relative to any service that Agent performs for the Company, Clients, or Client Prospects. Warranty and Liability. Luxe Consulting Servies LLC dba EZfileNOW disclaims all warranties, expressed or implied, including, but not limited to, any implied warranties of merchantability, noninfringement, or fitness for a particular purpose with respect to the software, bank products, and services provided to Agent hereunder. The Company shall not be liable for any claim by the Agent relating to data loss. Agent waives all claims against the Company for damages exceeding the fees paid by Agent to Luxe Consulting Servies LLC dba EZfileNOW under this agreement. Jn no event will the Company be liable for indirect, incidental, special, consequential, punitive, or exemplary damages, including without limitation damages for loss of goodwill, work stoppage, data loss, or computer failure, incurred by Agent or any third party. whether in an action in contract or tort. even if the damages were foreseeable or if the Company has been advised of the possibility of such damages. The Company shall not be liable for any claim by the Agent or by any third party in connection with Agent's work under this Agreement. 15. Indemnity. Agent hereby agrees to indemnify, defend, and hold the Company harmless from and against any and all claims, actions, demands, suits, losses, costs, expenses, and liabilities whatsoever, including reasonable attorney's fees and expenses of litigation, on account of any real or claimed damage or liability caused in whole or in part by any breach of this Agreement by Agent or any act or omission of Agent, its agents, or employees. Either party may earlier terminate this Agreement immediately upon written notice. The Company may. at its sole election, refund all or a portion of the fees the Agent has paid to the Company in the event of a voluntary termination. No fees paid to the Company shall be refundable due to Agent's termination of the Agreement by after September 1st of the year prior to the tax season for which payment is being made, or thirty (30) days after the effective date of this Agreement, whichever is later. Notwithstanding the foregoing, no fees for the current year paid to the Company shall be refundable after any current year tax processing transactions have taken place. 17. Renewal. Not applicable this Agreement shall automatically renew for increments of one month or days or one year. unless either party gives Termination. This Agreement expires at midnight on December 31. 2023

    30 days written notice to the other party of his or her intent not to renew. 18.Notice. Notice shc)ll be deemed sufficiently given or served if sent by United States certified mail, return receipt requested, addressed as follows: 

  • The parties shall each have the right from time to time to change the place notice is to be given under this paragraph by written notice thereof to the other party. Default. Agent will be in default of this agreement if: (a) Agent infringes any proprietary rights pertaining to the software; (b) Agent violates the confidentiality provisions hereof; (c) Agent becomes insolvent, makes a general assignment of the benefit of creditors, suffers, or permits the appointment of a receiver for its business or assets, becomes the subject of any proceeding under any foreign or domestic bankruptcy or insolvency law, or has wound up or liquidated, whether voluntarily or otherwise; or (d) Agent fails to timely perform any of its obligations under this agreement. In the event of default, COMPANY may pursue any legal or equitable remedy available to the Company. including without limit, termination of this agreement, money damages, and injunctive relief. Agent acknowledges that, pursuant to the Company agreements with its licensors, licensors are prohibited from providing products and services to Agent without the Company consent. As a result, Agent may not secure products or services from licensors, either before or after default. All rights and remedies of the Company shall be

  • cumulative and not exclusive, and such rights and remedies may be exercised and enforced concurrently and whenever and as often as occasion therefore arises. Obligations to keep confidential the software and confidential information and to pay amounts due to the Company. as well as the provisions of sections 4,5,6,7, and 8 shall survive termination. 20. Remedies. You agree that, due to your position and the nature of your Job Duties and Material Contacts, your engaging in any activity In breach of this Agreement will cause the Company great. immediate, and irreparable harm and the Company may not be made whole by monetary damages. Accordingly, the Company, in addition to any other remedy to which it may be entitled in law or in equity, shall be entitled to seek an injunction to prevent a breach of the terms of this Agreement by the Agent. 21.Choice of Law; Arbitration. The parties agree and acknowledge that all provisions of this Agreement shall be governed by and construed in accordance with the laws of the State of Texas exclusively and without reference to principles of conflicts of laws. The parties acknowledge and agree that they are bound by the arbitration obligations set out in Exhibit B attached hereto, which are an Integral part of this Agreement and incorporated herein. YOU UNDERSTAND THAT BY SIGNING THIS AGREEMENT YOU ARE GIVING UP YOUR RIGHT TO A JURY TRIAL. The Federal Arbitration Act ("FAA") will supersede state laws to the extent inconsistent. The Arbitrator(s) shall have no authority to apply the law of any other jurisdiction. 22.Construction of Agreement. The covenants contained herein shall be presumed to be enforceable, and any reading causing unenforceability shall yield to a construction permitting enforcement. If any single covenant or clause shall be found unenforceable, it shall be severed and the remaining covenants and clauses enforced in accordance with the tenor of the Agreement. In the event the Arbitrator(s) should determine not to enforce a covenant as written due to over breadth, the parties specifically agree that said covenant shall be modified and enforced to the extent reasonable, whether said modifications are in time, territory, or scope of prohibited activities. 23.Entire Agreement. This Agreement, which includes Exhibits A and B. along with the Commission Agreement between the parties represents the entire understanding between the Company and you on the matters addressed herein and may not be modified, changed or altered by any promise or statement by either party other than in writing signed by you and the Company. The waiver by the Company of a breach of any provision of this Agreement by any Agent shall not be construed as a waiver of rights with respectto any other or subsequent breach by you. 24.Headings. Section headings are not to be considered a part of this Agreement and are not intended to be a full and accurate description of the contents hereof. [Signature page follows]

  • You acknowledge that you have carefully read and understand the provisions of this Agreement, and understand that you have the right to seek independent advice at your expense or to propose modifications prior to signing the Agreement and have negotiated proposed modifications to the extent you deemed necessary. Nothing contained in this Agreement creates a contractual right to a continued contract for a definite term. You represent and warrant that you have entered into this Agreement voluntarily and after consulting with whomsoever you wished. 

     

  • Prepare and file federal tax returns, including individual (form 1040 LLC (Form 1065 S-Corp (Form 1120-S) accurately and efficiently. Accurately prepare a large volume of tax returns Research tax law and regulations and assure compliance with federal state and local tax laws and regulation Request and review client financial records such as income statements and documentation of expenditures, etc. Ensure a copy of the completed return is provided to the customer. Must be a registered tax preparer with current PTIN number

    .Market on a continual basis, interacting with Customers/Clients, Business Owners, and the

    general public to grow business

    Exhibit A to Services Agreement

  • I UNDERSTAND THAT BY SIGNING THIS AGREEMENT IAM GIVING UP MY RIGHT TO A JURY TRIAL.

    You acknowledge that you have carefully read and understand the provisions of this Agreement, and the clauses attached and understand that you have the right to seek independent advice at your expense or to propose modifications prior to signing the Agreement and have negotiated proposed modifications to the extent you deemed necessary. Nothing contained in this Agreement creates a contractual right to a continued contract for a definite term. You represent and warrant that you have entered into this Agreement voluntarily and after consulting with whomsoever you wished.

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  • Exhibit B to Services Agreement

  • 's ("Agent") services, Luxe Consulting Servies LLC dba EZfileNOW

    shall pay the Agent the following commission percentage: total preparation fee paid by the client for Agent's services Additional details, rt' applicable:

    2. Expenses: Not applicable or

    As part of the compensation to the Agent, the Agent shall

    also be reimbursed for the following expenses: Luxe Consulting Servies LLC dba EZfileNOW shall not be obligated to reimburse the Agent for any additional expenses incurred in the performance of services pursuant to this Agreement unless agreed in writing by the Company in advance.

  • Format: (000) 000-0000.
  • 4. Fees: a. EFIN Usage Fees. Agent will pay Company an EFIN usage setup fee annually. which shall be in $97.00 for the the amount of $tax season. Agent agrees to pay Luxe Consulting Servies LLC dba EZfileNOW an additional $140 transmission and service bureaus fee per tax return filed utilizing this EFIN. This fee shall be assessed in addition to any other fees and separate from the commission percentage paid to Agent under paragraph 1 above. Luxe Consulting Servies LLC dba EZfileNOW may elect at its sole discretion to refund the set-up fee if sufficient quotas are met

    b. Bank Fees. Agent Will pay Company any bank fees arising from each return Agent processes.

    c. Processing Fees. Agent Will pay Company any transmission, processing and preparation fees arising from each return Agent processes.

    d. Customer Transaction fees. The agent will pay Luxe Consulting Servies LLC dba EZfileNOW all fees charged to the customer arising from each return Agent processes, including (i) a fee charged for preparing each return; (ii) a fee charged for filing each return electronically; and (iii) a fee charged for preparing a bank refund product. Agent will be paid its commission based on the amount of the preparation fee in accordance with paragraph 1 above.

    All fees are due on receipt All fees shall be deducted from the refund check due to the client. Client shall receive the balance of the refund check, if any. If the refund does not cover the total fees due, Agent shall be responsible for collecting any remaining amount from client and paying such amounts to Luxe Consulting Servies LLC dba EZfileNOW. Agent agrees that Company shall have the option to charge any of the above fees to Agent's payment method(s) below. Agent agrees to pay interest on any amount due and owing until actually paid, which interest shall be at the rate of 1% per month (not to exceed the maximum rate permitted by law Company shall be entitled to recover attorney's fees and costs incurred in any action to collect amounts owed by Agent under this Commission Agreement

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