SERVICE BUREAU AGREEMENT
This Agreement is made and entered into on [Insert Date], by and between:
Service Bureau:
Tax Majesty LLC
6705 W Hwy 290
Austin, TX 78735
contact@taxmajesty.com
(Hereinafter referred to as “Service Bureau”)
and
Sub-Office / Preparer:
{companyName}
{efin}
{address}
{email}{phoneNumber}
(Hereinafter referred to as “Preparer”)
1. Purpose
This agreement outlines the terms under which the Service Bureau will provide professional tax software, training, and support services to the Preparer for the purpose of preparing and transmitting individual tax returns.
2. Software and EFIN Requirement
The Preparer must have an active EFIN (Electronic Filing Identification Number) to purchase and operate under Tax Majesty LLC’s software.
Demo versions of the software are available upon request.
Preparer agrees to access the software via the portal provided by Tax Majesty LLC.
3. Software Package Options
Preparer agrees to choose one of the following software packages:
Package A:
Cost: $249 Upfront
Service Bureau Fee per return: $39.95
Package B:
Cost: $49 Down/ $250 by December 1st
Service Bureau Fee per return: $49.95
Package C:
Cost: $99
Service Bureau Fee per return: $69.95
Additional Per Return Fees:
SBTPG Bank Product Fee: $44.95
TaxWise Technology Fee: $10.00
Transmitter Fee: $19.95
Your Selected Plan {myProducts}
4. Preparer Fee Policy
The Preparer retains 100% of their own preparer fees collected from tax clients.
5. Bank Product Requirement
Bank products (refund transfers) are mandatory under this agreement.
At least one (1) return must be processed using a bank product during the tax season.
If the Preparer fails to process at least one bank product return, a non-compliance fee of $199 will be charged at the end of the tax season.
6. Training and Support
The Service Bureau will provide free weekly training sessions to support Preparer operations.
Ongoing software support is available through the portal and within the software interface.
7. Compliance and Conduct
Preparer agrees to:
Remain in compliance with all IRS and Service Bureau guidelines.
Operate under ethical and professional standards.
Refrain from fraudulent activity, misrepresentation, or any practice that could jeopardize the EFIN or Service Bureau relationship.
8. Term and Termination
This agreement shall be effective for the current tax season and shall automatically renew each year unless terminated by either party with written notice. The Service Bureau reserves the right to revoke software access in the event of misconduct or failure to comply with this agreement.
9. Entire Agreement
This document constitutes the entire agreement between the parties and supersedes all prior discussions, agreements, or representations.
10. Signatures
Service Bureau Representative
TAX MAJESTY LLC
6705 W Hwy 290
Austin, TX 78735
Tax Office
Name: {companyName}
{address}
{name}
{efin}
Signature: ___Must sign below_________________
Date: ________________________
{id}{ip}
