• Service Bureau Partner Agreement

    Complete your business and tax software details, review the partner fee and responsibilities, and sign electronically.
  • Applicant/Business Information

  • Format: (000) 000-0000.
  • TaxSlayer Access Terms
    The partner will receive access to TaxSlayer through the B4 Financial Solutions Service Bureau, subject to the bureau's terms, IRS compliance requirements, and any applicable software licensing rules.
  • Description of Included Services
    As a Service Bureau Partner, you will receive:
    • Tax software access
    • Back-office support
    • Compliance updates
    • Marketing resources
    • Training
    • Technical support
  • Partner Responsibilities
    You agree to operate your business in compliance with all applicable laws and regulations, maintain client confidentiality, and uphold professional standards as outlined by B4 Financial Solutions.
  • Confidentiality
    All information shared between the parties shall remain confidential and not be disclosed to any third party except as required by law.
  • Compliance with IRS Rules and Circular 230
    You agree to comply with all IRS rules, regulations, and Circular 230 requirements applicable to your business.
  • Independent Contractor Status
    This agreement does not create an employer-employee relationship. You are an independent contractor responsible for your own taxes and obligations.
  • Payment Terms
    The one-time partner fee of $2,500 is due prior to activation of your software and support services.
  • Refund Policy
    Partner fees are non-refundable once software access is granted.
  • Contract Term
    The contract term will be two years from the effective date.
  • Termination for Material Breach
    If the partner materially breaches this agreement, B4 Financial Solutions may terminate the agreement and revoke access to TaxSlayer and other service bureau resources.
  • Liquidated Damages
    Where permitted by applicable law and if reasonable under the circumstances, a material breach may result in liquidated damages of up to $10,000 as specified in the agreement, in addition to any other available remedies.
  • Agreement & Electronic Signature
    By signing below, you agree to the terms and conditions outlined in this Service Bureau Partner Agreement.
  • Date*
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