This Independent Contractor Agreement (“Agreement”) is made and entered into as of {Date} by and between:

A & L Solutions Group, LLC (DBA: A D Tax & Financial Services) (“Company”), with principal office at 3103 Barron Ave, Memphis TN 38111 and the Contractor identified below.
 

1. Independent Contractor Status
The Contractor is engaged as an independent contractor. Nothing in this Agreement shall be construed to create an employer-employee relationship, partnership, or joint venture. Contractor shall be responsible for payment of all federal, state, and local taxes arising from compensation under this Agreement.

2. Services Provided
Contractor agrees to perform tax preparation and related services for clients of the Company during the tax season and as assigned. Contractor may also promote and sell additional Company services, including but not limited to credit repair, business formation, and audit protection.

3. Compensation
- Base Commission: 20% of tax preparation fees collected by Company for returns prepared by Contractor.
- Performance Tier:
• After completion of 25 returns, Contractor’s rate increases to 25% for the remainder of the season.
• After completion of 50 returns, Contractor’s rate increases to 30% for the remainder of the season.
- Add-On Incentives:
• Credit Repair Referral: $25 bonus per enrolled client
• Business Formation Referral: $25 bonus per enrolled client
• Audit Protection: 10% of related fees
- Payment shall be made within on the First Friday after fees are received by the Company.

4. Tools and Platforms
- All client information must be entered only on Company-provided software, systems, and devices.
- Contractor shall not use personal devices, software, or accounts to prepare or store client data.
- Company will provide necessary access credentials, platforms, and secure logins.

5. Confidentiality & Data Protection
- Contractor acknowledges that all client information, tax records, and business data are the sole property of the Company.
- Contractor shall not disclose, copy, or retain any client data outside of Company systems.
- This obligation of confidentiality survives termination of this Agreement.

6. Ownership of Clients
All clients, walk-ins, and referrals handled under this Agreement remain the property of the Company. Contractor shall not solicit or divert Company clients for personal gain during or after this Agreement for a period of 16 months following termination.  

7. Non-Compete Clause

During the term of this Agreement and for a period of forty-eight (16) months following termination or expiration of this Agreement, the Contractor shall not, directly or indirectly, engage in, operate, or provide services for any business that competes with A D Tax & Financial Services within Memphis, TN (Shelby County) 

This restriction includes, but is not limited to, offering Tax preparation, Insurance, or related financial services to clients who were served by the Company during the term of this Agreement.

The Contractor acknowledges that this restriction is reasonable and necessary to protect the Company’s legitimate business interests, including client relationships, goodwill, and proprietary information. Any violation of this non-compete provision may result in legal action and damages

8. Term & Termination
This Agreement shall go into effect on 10/1/2025 after the agreement has been signed and shall remain in effect until the first business day after 2026 Tax Day of if  terminated. Either party may terminate this Agreement without cause by providing written notice. [A & L Solutions Group, LLC (DBA: A D Tax & Financial Services) (“Company”), reserves the right to terminate immediately, without notice, if the Contractor breaches this Agreement, including but not limited to violations of confidentiality, failure to follow company procedures, fraud, or failure to comply with IRS or Company compliance standards. conduct deemed harmful to the business.

Contractors who wish to continue providing services, marketing, or representing the Company after Tax Day may do so only with written approval from the Company. Any extension of this Agreement beyond Tax Day must be agreed to in writing by both parties.

9. Contractor Responsibilities
Contractor agrees to:
- Follow all IRS rules, continuing education, and ethical standards.
- Maintain an active PTIN (Preparer Tax Identification Number).
- Uphold Company’s reputation in all client interactions.

10. Miscellaneous
- Governing Law: This Agreement shall be governed by the laws of the State of Tennessee.
- Entire Agreement: This Agreement contains the full understanding between the parties.
- Amendments: Any modifications must be in writing and signed by both parties.

11.Branding and Logo Usage

Contractor acknowledges that all Company logos, branding, and promotional materials are the exclusive property of A D Tax & Financial Services. Contractor shall not use the Company name, logo, or any branding materials for personal purposes, marketing, social media, or any other business activities without prior written approval from the Company. Unauthorized use of Company branding may result in immediate termination of this Agreement and may subject the Contractor to legal action