TAX PREPARER AGREEMENT
This Independent Contractor Agreement is made effective as of the signed date below (01/01/2027) by and between(Makayla Taylor) and Your Company Name (Pristine Tax Enterprises) In this Agreement, the party who is contracting to receive the services shall be referred to as "Tax Preparation Company," and the party providing the services shall be referred to as "Tax Preparer."

RECITALS

WHEREAS, Tax Preparation Company is in the business of processing tax returns and providing support services to tax preparers; and
WHEREAS, Tax Preparer seeks to utilize the tax preparation and support services provided by Tax Preparation Company;
NOW, THEREFORE, in consideration of the facts recited above, and the mutual covenants, terms, conditions and restrictions contained herein, the parties agree as follows:

1. DESCRIPTION OF SERVICES. Beginning on the date signed, Tax Preparation Company will provide the following services (collectively, the "Services"):

a) Cloud Based Tax Software;
b) Banking Support;
c) Company Support;
d) Software Training (self-paced video); and
e) Training and Support to Tax Preparer.
 

2. REMUNERATION FOR SERVICES. Tax Preparer is entitled to receive 60% of fees collected from clients for Services rendered. Tax Preparer is required to issue an invoice to Pristine Taxes for Services provided to his/her clients. Tax Preparer will be paid from fees actually collected and will not be paid in instances where no fees are collected from. Tax preparers are responsible for ensuring that each client’s tax return is accurately prepared, reviewed, and ready for submission before passing it along for final processing. If a tax preparer submits or passes a client to the business owner because the return requires the business owner to correct errors, complete the preparation, make necessary adjustments, or otherwise redo the return before it can be submitted, the tax preparer will not receive compensation for that return.

3. BANK PRODUCT FEES. When a client's fee is taken from the client's refund, The following fees will apply in addition to the bank fee charged by chosen provider

4. TAX PREPARER TAX RETURN. Tax Preparer's personal tax return processed through Tax Preparation Company's software will be $0, excluding backend applicable fees. No commissions will be paid.

5. TERM/TERMINATION. This agreement automatically terminates on Jan 1,2028. Tax Preparer will be subject to liability for breach of contract if, at any time prior to Jan 1, 2028, Tax Preparer terminates this agreement. Similarly, Tax Preparation Company cannot terminate this agreement prior to August

6. LEGAL AGE. Tax Preparer must be of legal age in the state / province / country of their residence.

7. PTIN. Tax Preparer is required to obtain and maintain a Preparer's Tax Identification Number (PTIN) in accordance with the IRS's rules and regulations in place during the period covered by this agreement. Tax Preparer will not be allowed to prepare a return as a tax preparer for Tax Preparation Company without a registered PTIN. This agreement 

8. CODE OF CONDUCT. Tax Preparer is required to govern himself/herself in accordance with all relevant state and federal laws, in particular those laws that address tax return preparation. Additionally, Tax Preparer is required to comply with any and all relevant administrative rules and regulations, particularly IRS Circular 230. Any willful or malicious activity conducted by Tax Preparer regarding the falsifying of documents or information in a tax return will be transferred to the Internal Revenue Service (IRS) 

9. 16. CONFIDENTIALITY. Tax Preparer will not at any time or in any manner, either directly or indirectly, divulge, disclose, or communicate any information that is the property of Tax Preparation Company to any third party whether or not such conveyance personally benefits Tax Preparer. Tax Preparer also will not at any time or in any manner, either directly or indirectly, divulge, disclose, or communicate any information that is the property of any client of Tax Preparation Company. Tax Preparer will protect all such information and treat it as strictly confidential. This provision shall continue to be effective after the termination of this Agreement. Upon termination of this Agreement, Tax Preparer will return to Tax Preparation Company all records, notes, documentation and other items that were used, created, or controlled by Tax Preparer during the term of this Agreement with respect to any Services provided that are required for Tax Preparation Company to comply with any due diligence requirements imposed by the IRS.

10. 17. FILE AND RECORD MAINTENANCE. Tax Preparation Company will maintain all client return files in accordance with rules and regulations set forth by the IRS. Tax Preparer may access their clients' files as needed to respond to requests from the client or the IRS. Tax Preparer may maintain copies of their own records at a location of their choosing, but Tax Preparer accepts all liability for any disclosures of client information that occur as a result of these files they choose to maintain. This clause does not require Tax Preparation Company to create the files. The creation of the files is the sole responsibility of Tax Preparer. Tax Preparer acknowledges that he/she is aware of the various recordkeeping and due diligence requirements associated with each return that is prepared. Tax Preparer also acknowledges that he/she will follow all IRS rules with respect to file and recordkeeping.

11. 23. DISPUTES: In the event a dispute arises between Tax Preparation Company and Tax Preparer regarding their respective rights, duties, or obligations under this agreement, or in the event of a claim of breach of the Tax Preparer Agreement, it is agreed that the parties will work in good faith to resolve the issue. If the parties cannot resolve the issue after seven (7) days, the dispute shall be first submitted to mediation. The parties shall share the cost of mediation. If mediation is unsuccessful, the parties may proceed to binding arbitration under the Commercial Rules of the American Arbitration Association with arbitration to occur at City, State United States. The Arbitrator may award, in addition to declaratory relief, contractual damages and shall award reasonable attorney's fees and costs to the prevailing party. An award of attorney's fees and costs shall continue through any review, appeal or enforcement of an arbitration decision. The arbitration decision may be enforced in any court of competent jurisdiction. This provision shall not be construed so as to prohibit either party from obtaining preliminary or permanent.Injunctive relief in any court of competent jurisdiction. The parties each expressly waive their right to collect consequential, punitive and exemplary damages from the other party.