Tax Software, FITC, Mentorship Partner Agreement (Full Pay)

TAX PREPARER FULL NAME*

First NameLast Name

TAX PREPARER FULL SSN

TAX PREPARER DATE OF BIRTH

Date

TAX PREPARER PHONE NUMBER*

Please enter a valid phone number.

TAX PREPARER EMAIL*

example@example.com

Signature*

Today's Date*

Date

Tax Preparer Valid Driver's License or State ID*

TAX PREPARER ADDRESS*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

I AGREE THAT I WILL ONLY BE PAID VIA DIRECT DEPOSIT. I AGREE I MUST GET A DIRECT DEPOSIT FORM FROM MY BANK AND SUBMIT IT FOR PAYROLL PURPOSES.*

I AGREE

TAX PREPARER COMPENSATION PLAN 100% Commission*

I agree. All packages will require a non refundable deposit.This compensation plan is for Individuals, Business, Self-Employed, and Household Employees. If you need desktop software for business tax (Corporations, Nonprofits) an additional software license must be purchased for $147 and we will have a technical support team install the desktop software on your computer.

I agree with the above statement*

I agree

PREPARER MUST SIGN FIRST AND LAST NAME*

I agree with the statement above*

I agree

TAX PREPARER AGREES WITH THIS AGREEMENT*

I agree

TODAY'S DATE*

Date

What is your business name?*

What is your Employer Identification Number?*

What is your business phone number?*

Please enter a valid phone number.

What is your business address?*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

What is your business mailing address?*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Signature*

SUPPORT FROM TAXMASTER PRO AND TAXMASTER PRO ACADEMY

TMP will provide toll-free number for Technical Support.
TMP will provide support in tax prepartion returns to ensure accuracy.
TMP will provide tax training in personal and basic and schedule c tax returns.
Bank Product Fee is $39.95
Technology Fee is $18
Transmission Fee is $32
Audit protection will be provided as a service and add-on to your taxpayers.
Our banking partner is Refund Advantage
Pre-season advance loans cost the preparer $75 and to be paid out of tax preparation Fees. Tax preparer understands that this is not a fee charged by Taxmaster Pro. Pre-season loans is offered before the IRS opens.
In-season advance loans cost the preparer $29.95 and to be paid out of tax preparation Fees. ERO understands that this is not a fee charged by Walker's Tax and Financial Services. In-season loans is offered after the IRS opens.
Tax preparer/ERO understands that first year EFIN holders may not be able to offer prepaid cards.
Tax preparer/ERO understands that first year EFIN holders may not be able to offer pre-acknowledgement tax advances.
You can charge a document prep fee. Once you start transmitting tax returns, you cannot change the document prep fee.
Any add-on fee by you, the tax preparer will require a separate agreement.
You can charge an e-file fee as an EFIN holder. E-file fees are to be paid out with the tax preparation fees.
Adds-ons and rebates or paid out the 1st/2nd week in July of that current tax year.

I agree the above statement.*

I agree

You can add up to $99 on the document prep fee. How much do you want to add-on?*

NOTE: This fee is paid in the 1st or 2nd week of July

I agree the above statement.*

I agree

The base price for Audit Protection is $59. You can add up to $30 to the Audit Protection Product. How much do you want to add-on?

NOTE: This fee is paid in the 1st or 2nd week of July

I agree the above statement.*

I agree

Please upload your direct deposit form from your bank*

Please ensure and triple check your routing sand account number is correct. It is your responsibility to ensure your bank account information is correct. In the event that your bank account has closed; it will be your responsibility to submit to our firm a ln updated direct deposit form.

Please upload your E-file Application Summary

Must save as a PDF and send it.

Please upload your PTIN Welcome Letter.

Can be found in your PTIN portal account the messages

Please sign your first and last name legibly.*

Today's Date*

Date

Type a question

If you are starting with $0 down; make sure you apply the discount code given. Please note: Any balances due must be paid out of your first drop or by February 28, 2025.*

I agree

Please choose your package*

Tax Software OnlyThis software cost $397. You can take advantage of our AfterPay program

$397.00

Tax Software and Federal Income Tax Training Product Image

Tax Software and Federal Income Tax TrainingThis software and training program costs $597. You can take advantage of our Afterpay program. Please note, once logins for the classroom has been issued, no refunds will be given. All course modules will be available as soon as you login. We will host our live tax trainings every Monday and Wednesday and. You will get access to zoom links for the trainings. The zoom links will be the same link for the 8 week training. You will get access to templates, engagement letters for your clients, etc. this plan package will allow you to keep 100% of your tax prep fees along with guided coaching to help you obtain your business goals.

$597.00 Quantity

Advanced Tax MentorshipThis fee is for our advanced tax mentorship program. We meet weekly on Saturdays. All classed are recorded and uploaded to your classroom portal. The classroom expires May 1, 2026. You will receive one on one weekly mentorship zoom calls. This program is designed to help you earn revenue beyond the 04/15 tax filing deadline. Once coaching and instruction has begun, there will be no refunds. Take advantage of our AfterPay solution.

$1,197.00 Quantity

Service BureauResellers/Co-Brand Kit: The TaxMaster Pro Service Bureau Program, powered by Walker’s Tax & Financial Services, offers a comprehensive Resellers Kit/Co-Brand Kit designed for tax professionals looking to grow their own tax software business. For a one-time investment of $2,497, participants gain access to: • Co-branded or white-labeled tax preparation software (EFIN optional) • Full technical support team • IRS & bank registration setup assistance • Desktop, online, and mobile app software versions • In-depth training and mentorship for one year • Access to white label tax courses • Client intake forms, engagement letters, and marketing tools • Service bureau training, rebate guidance, and growth strategies This opportunity is ideal for experienced tax professionals ready to scale their brand and revenue through a trusted software platform.

$2,497.00 Quantity

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Subtotal

$0.00

Tax

$0.00

Total

$0.00

Payment Methods

Credit Card

Apple Pay

Google Pay

Cash App Pay

ACH Bank Transfer

Afterpay

INTAKE/AGREEMENT FORM

12097 Old Hammond Hwy Suite D4 Baton Rouge, LA 70816

Payment Methods