iMpAcTz Tax Pro
Tax Preparation Company
She iMpAcTz Solutions LLC 620 Old Hickory BLVD. Suite 300 Jackson, TN 38305 (888) 271-0905
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TAX PREPARER SIGN-UP FORM
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This Independent Contractor Agreement is made effective as of the date below (“Date”) by the tax preparer (“Preparer”) and the tax preparation company (She iMpAcTz Solutions). In this Agreement, the party who is contracting to receive the services shall be referred to as “Company," and the party providing the services shall be referred to as "Preparer." 1. DESCRIPTION OF SERVICES: Effective from the date of signing, the Preparer will provide the following services (collectively referred to as the "Services"): tax preparation services, client file management, and document retention. 2. REMUNERATION FOR SERVICES: The Preparer shall split the preparation fees collected from clients for the Services rendered based on the option selected below. The Preparer is required to maintain a record of the Services provided to his/her clients. Payment to the Preparer will be made only from the fees actually collected and will not be made in instances where no fees are collected from clients. In cases where a client's fee will be deducted from their refund, the Preparer will not receive payment until the refund is issued. The Preparer is responsible for establishing the fee charged to each customer. 3. TERM/TERMINATION: This agreement shall automatically terminate on October 20, 2025. The Preparer will be held liable for breach of contract if he/she terminates this agreement at any time prior to October 20, 2025. Similarly, the Company shall not terminate this agreement prior to October 20, 2025, unless the Preparer violates a term of this agreement. If the Company terminates this agreement without a violation of this agreement by the Preparer, it may be held liable for breach of contract. 4. RELATIONSHIP OF PARTIES: The parties understand and agree that the Preparer is an independent contractor in relation to the Company, and not an employee of the Company. Consequently, the Company will not provide any fringe benefits, including but not limited to health insurance benefits, paid vacation leave, or any other employee benefit, for the benefit of the Preparer. 5. PTIN: The Preparer is required to obtain and maintain a Preparer's Tax Identification Number (PTIN) in compliance with the IRS' rules and regulations applicable during the term of this agreement. The Preparer will not be authorized to prepare a return as a contractor for the Company without a registered PTIN number. This agreement shall become null and void if the Preparer fails to obtain or, for any reason, ceases to have a valid PTIN. 6. CODE OF CONDUCT: The Preparer is required to comply with all applicable state and federal laws, particularly those governing tax return preparation. In addition to this, the Preparer must also comply with all relevant administrative rules and regulations, including but not limited to IRS Circular 230. Any willful or malicious activity conducted by the Preparer regarding the falsification of documents or information in a tax return will be reported to the Internal Revenue Service (IRS) and other appropriate authorities. By executing this agreement, the Preparer acknowledges that he/she is aware of the due diligence requirements and penalties imposed by the IRS regarding the preparation of returns containing refundable credits, such as the earned income tax credit, the child tax credit, and the education expense credit. The Preparer agrees to prepare returns in compliance with these IRS due diligence requirements, and failure to do so shall be considered a breach of this agreement. 7. LIABILITY: By signing this agreement, the Preparer agrees to comply with all applicable laws and regulations of the State in which they conduct business and the IRS for all Services provided hereunder. Furthermore, the Preparer consents to correct any errors or omissions, whether intentional or unintentional, without receiving any compensation from the Company. The Preparer acknowledges and agrees that any liability arising from the performance of the Services hereunder shall be solely borne by the preparer and not by the Company. 8. BACKGROUND CHECKS AND Fingerprinting: The company and its licensor reserve the right to conduct a progressive background check on the preparer. The background check may include, but is not limited to, credit history, criminal history, and previous business history. If the preparer is required to submit a background check, the preparer must submit a fingerprint card. The preparer must obtain a fingerprint card from their local police department. 9. PRODUCT OWNERSHIP OF WORK: Any copyrightable works, ideas, discoveries, inventions, patents, products, or other information (collectively, the "Work Product") developed in whole or in part by the Preparer in connection with the Services shall be considered the exclusive property of She iMpAcTz Solutions, LLC (iMpAcTz Taxes) in accordance with the licensing agreement with the Company. Upon request, the Preparer shall sign all documents necessary to confirm or perfect the exclusive ownership of the Work Product. We acknowledge the importance of protecting our intellectual property rights and are committed to upholding the terms of this agreement. 10. CLIENTS: The Preparer is solely responsible for generating their own leads and clients for return preparation. Any clients obtained by the Preparer shall be considered the property of the Preparer. We acknowledge the importance of allowing the Preparer to build their own business and are committed to upholding the terms of this agreement. 11. OWNERSHIP OF SOCIAL MEDIA CONTACTS: Any social media contacts, including "followers" or "friends," that are acquired through accounts (including, but not limited to email addresses, blogs, Twitter, Facebook, YouTube, or other social media networks) used or created on behalf of the Company shall be considered the property of the Preparer. We recognize the importance of protecting the Preparer's interests and acknowledge that social media contacts acquired through such accounts are valuable assets that belong to the Preparer. 12. TRAINING: The Preparer is required to complete all training necessary to qualify for and maintain their paid preparer status with the IRS. The Company may facilitate such training, but it is important to note that any such training is part of the IRS' training program that the IRS requires paid preparers to complete. A training assessment will be issued upon the completion of the training, and the Preparer must score 70% or better on the examinations conducted with respect to any training to qualify for a contract with the Company. We acknowledge the importance of staying up-to-date with the latest industry trends and regulations, and are committed to upholding the highest standards of professionalism and expertise. 13. CONTINUING EDUCATION: The Preparer is solely responsible for completing all continuing education necessary to maintain their PTIN as mandated by the IRS. We acknowledge the importance of staying up-to-date with the latest industry trends and regulations, and are committed to upholding the highest standards of professionalism and expertise. 14. EFIN NUMBER: The company will provide the EFIN number for the purpose of electronically filing tax returns out of their own office, prepared by the preparer. 15. CONFIDENTIALITY: The Preparer shall not, at any time or in any manner, directly or indirectly, disclose, communicate, or divulge any information that is the property of the Company, Umbrella, or any of its clients to any third party, whether or not such conveyance personally benefits the Preparer. The Preparer shall protect all such information and treat it as strictly confidential. This provision shall remain effective even after the termination of this Agreement. Upon the termination of this Agreement, the Preparer shall return to the Company all records, notes, documentation, and other items that were used, created, or controlled by the Preparer during the term of this Agreement with respect to any Services provided, which are required for the Company to comply with any due diligence requirements imposed by the IRS. We take the confidentiality and privacy of all our clients' information very seriously and are committed to upholding the terms of this agreement. 16. FILE AND RECORD MAINTENANCE: The Company shall maintain all client return files in accordance with the rules and regulations set forth by the IRS. The Preparer may access their clients' files as needed to respond to requests from the client or the IRS. The Preparer may maintain copies of their own records at a location of their choosing, but the Preparer accepts all liability for any disclosures of client information that occur as a result of these files they choose to maintain. It is important to note that this clause does not require the Company to create the files. The creation of the files is solely the responsibility of the Preparer. The Preparer acknowledges that they are aware of the various recordkeeping and due diligence requirements associated with each return that is prepared, and will follow all IRS rules with respect to filing and recordkeeping. We are committed to maintaining the confidentiality and privacy of all client information, and ensuring compliance with all relevant regulations. 17. OFFICE AND EQUIPMENT USE: As per this agreement, the Company shall not provide an office environment or computer for the Preparer to prepare tax returns for their clients. However, the Preparer is allowed to use their own equipment or resources to assist in the preparation of returns for their clients. The Preparer must ensure that the use of their equipment or resources does not violate any existing licenses, covenants, or agreements of the Company or iMpAcTz Taxes. The Preparer has complete autonomy to set their own hours and determine the number of hours worked. At our end, we recognize the significance of flexibility and are committed to upholding the terms of this agreement. 18. BUSINESS EXPENSES: The Preparer shall be responsible for any expenses incurred in the provision of Services and shall not be reimbursed by the Company. This includes, but is not limited to, automobile expenses associated with providing services for clients, any office supplies used by Preparer, costs associated with retaining employees, agents, or designees, among others. We acknowledge that these expenses are part of doing business as a Preparer and are committed to upholding the terms of this agreement. 19. INDEMNIFICATION: Preparer agrees to indemnify and hold the Company harmless from any and all claims, losses, expenses, fees, including attorney fees, costs, and judgments that may be asserted against the Company as a result of any acts or omissions committed by Preparer, Preparer's employees, agents, or designees, if any. We are committed to taking full responsibility for our actions and ensuring that the Company is not held liable for any damages that may result from our conduct. 20. ENTIRE AGREEMENT: This agreement encompasses the entire understanding and agreement between the parties involved, and there are no other promises or conditions, whether oral or written, that supersede the provisions contained in this agreement. We stand by the provisions laid out in this agreement and are committed to upholding them in good faith. 21. SEVERABILITY: If any of the elements of this agreement are found to be invalid or unenforceable, it will not affect the validity or enforceability of the remaining terms. Any term of this agreement that a court deems invalid or unenforceable will be regarded as so limited and enforced accordingly. We are committed to upholding the validity and enforceability of this agreement to the fullest extent of the law. 19. APPLICABLE LAW. This Agreement shall be governed by the laws of the State of Tennessee. The parties hereto have completed this Agreement as of the day, month, and year first mentioned above. IN WITNESS WHEREOF.
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