Our goal at TOP TIER TAX is to equip EROs and Tax Preparer's with reliable and cost-effective tax software that helps them offer excellent client service and grow their businesses.

We achieve this by maintaining competitive prices and delivering exceptional support and expertise."

 

 

This Independent Contractor Agreement is between a Tax Preparer named (signed and printed below )and a Tax Preparation Company "Top Tier Tax LLC." This agreement outlines the terms and conditions of their working relationship.

*Here's a breakdown of the key points in the agreement:⬇️⬇️

 

1. Description of Services: The Tax Preparer will provide a non-refundable administrative fee of $149.00 to the company. The company will provide services that include using cloud-based tax software, company support, and software training to the Tax Preparer/ERO and their business partners.

2. Remuneration for Services: The Tax Preparer is entitled to 70% of the fees they charge their clients. They must invoice the company for the services provided to their clients. There are provisions for Cash Advance Fees and other deductions from the Tax Preparer's fees. BONUSES are also mentioned for achieving specific criteria. (PTIN 100BP) If you file 50 clients or more there will be an incentive ($) for you at the end of the tax season (June). As well as a COMPLEMENTARY VACATION!!

3. Term/Termination: The agreement is set to automatically terminate on October 30, 2025. There are conditions for termination by either party before this date.

4. Relationship of Parties: The Tax Preparer is considered an independent contractor and not an employee of the company. This means they are not entitled to employee benefits.

5. PTIN: The Tax Preparer must obtain and maintain a Preparer's Tax Identification Number (PTIN) as required by the IRS. Failure to do so will nullify the agreement.

6. Code of Conduct: The Tax Preparer is required to adhere to all state and federal laws related to tax return preparation. Any willful or malicious activity, such as falsifying documents, can lead to immediate termination of the contract.

7. Liability: The Tax Preparer is liable for any errors or omissions in the services they provide, and any associated liability falls on the Tax Preparer, not the company.

8. Work Product Ownership: The work product created by the Tax Preparer in connection with the services provided shall be the exclusive property of the company.

9. Clients: The Tax Preparer is responsible for acquiring their own clients, and any clients obtained by the Tax Preparer belong to them.

10. Ownership of Social Media Contacts: Social media contacts acquired through accounts created on behalf of the company are the property of the Tax Preparer.

11. Training: The Tax Preparer is required to complete the training necessary to qualify for and maintain their status as a paid Preparer with the IRS.

12. Continuing Education: The Tax Preparer is responsible for completing continuing education requirements as mandated by the IRS to maintain their PTIN.

13. Electronic File: The Tax Preparer will use the company's EFIN number for electronically filing tax returns they prepare. Unless your an EFIN holder.

14. Confidentiality: The Tax Preparer is bound to maintain the confidentiality of company information and client information even after the termination of the agreement.

15. File and Record Maintenance: The Tax Preparer is responsible for maintaining records and files as required by IRS rules.

16. Office: The Tax Preparer is free to set their own hours, use their own equipment, and determine tax preparation fees.

The agreement concludes with an electronic signature from the Tax Preparer, and the date and time of signing.