The Tax Professional agrees to comply with applicable federal/state laws, IRS requirements, due-diligence and Form 8867 rules, recordkeeping, taxpayer-consent, security requirements, and Company policies. The Tax Professional shall not knowingly prepare or participate in false, fraudulent, misleading, or unsupported returns or documentation and must make reasonable inquiries when taxpayer information appears incomplete, inconsistent, or suspicious.
Company EFINs, software, passwords, portals, and credentials are for authorized Company business only. Credentials may not be shared, transferred, copied, or misused. Security incidents, compromised credentials, and unauthorized EFIN use must be reported immediately.
The Tax Professional shall protect taxpayer and Company confidential information, including returns, identification, financial information, client information, pricing, systems, training materials, credentials, and proprietary information. Such information may not be improperly disclosed, copied, retained, sold, distributed, or used. These obligations survive termination.
Tax Professionals must follow Company intake, documentation, preparation, quality-control, and security procedures. Company may review, hold, reject, reassign, or require corrections to returns. Tax Professionals must report material errors, complaints, notices, suspected fraud, and security incidents and cooperate with related reviews or investigations.
Clients obtained through Company websites, advertising, referrals, CRM, software, marketing, personnel, or Company resources are Company-generated relationships to the fullest extent permitted by law. Company intellectual property, branding, training materials, systems, templates, workflows, and business records remain Company property.
Tax Professionals must accurately represent their role and relationship with Company. Fraudulent advertising, false tax claims, refund guarantees, fabricated refund amounts, unauthorized branding, or improper disclosure of taxpayer information are prohibited. After termination, the Tax Professional must stop representing themselves as currently affiliated with Company.
To the extent permitted by law, during the relationship and for one year after termination, the Tax Professional shall not intentionally divert Company-generated clients with whom they had material contact to a competing tax business or intentionally solicit Company personnel to join a directly competing operation. Any non-compete restriction applies only to the maximum extent permitted by Louisiana law.
Unless otherwise approved in writing, standard preparer compensation is 60% of applicable net preparation fees actually collected. Approved EROs may receive approved splits beginning at 80%, with potential performance-based increases. Increased splits are not guaranteed. Commissions are generally paid after applicable returns pass Company requirements and fees are collected and cleared.
Tax Professionals may not alter Company fees, accept unauthorized client payments, divert Company clients or returns, remove clients from Company systems, or prepare Company business off-book.
Either party may terminate unless otherwise required by law or written agreement. Company may immediately suspend access or terminate for fraud, falsified returns, unauthorized EFIN use, credential sharing, client diversion, serious security violations, material breach, or loss of required eligibility.
The Tax Professional acknowledges that they have read and understand this Agreement, agree to its requirements, understand that clients and income are not guaranteed, accept responsibility for compliance and due diligence, agree to protect taxpayer and Company information.
Electronic acceptance constitutes acknowledgment and agreement to these terms to the extent permitted by law. If any provision is unenforceable, the remaining provisions remain effective.