Tax Partner Agreement Form

Tax Partner Agreement Form

The Compass Group Partners Network
Tax Partner's Full Legal Name

First NameLast Name
Tax Partner's Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Partner's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Tax Partner's Email Address
example@example.com
Tax Partner's EFIN Number (if applicable)
Tax Partner's PTIN Number
How many bank products did you process last year?
What is the estimated number of clients you will bring this season?
Tax Partner's Preferred Tax Software
TaxWise, OLT, or TaxSlayer
Tax Partner's Routing Number
Tax Partner's Account Number
Services to be Provided:

The Tax Partner agrees to provide the following services to the Client:
1. Preparation and filing of federal income tax returns for the tax year 2025.
2. Preparation and filing of state income tax returns. (if needed)
3. Review of the Client's financial documents and tax records.
4. Providing tax planning advice and guidance as needed.
Responsibilities of the Parties:
1. The Tax Partner agrees to exercise due diligence and care in preparing the Client's tax returns in accordance with applicable tax laws and regulations.
2. The Compass Group Partners agrees to payout Tax Partner within 24-hours of receiving funding for clients return to preferred payment account.
Confidentiality:

Both parties agree to maintain the confidentiality of any sensitive information exchanged during the course of the engagement.

Term of Agreement:

This agreement shall remain in effect for the duration of the Tax Partnership Engagement, beginning the date execution of contract and ending upon completion of the services.

Termination:

Either party may terminate this agreement with written notice to the other party. In the event of termination.

Governing Law:

This agreement shall be governed by and construed in accordance with the laws of all 50 states.
Tax Preparer Signature
Date

MonthDayYear
Date
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