This Service Bureau Reseller Agreement (“Agreement”) is entered into between:

Service Provider: DMK Financial Firm (“DMK”)

Service Bureau Reseller / Business Name:   Type a label*   
Authorized Representative:   First Name*   Last Name*   
Business EIN:   Type a label*   
IRS EFIN (if applicable):   Type a label*   
Business Address:   Street Address*      City*   State*   Zip*   
Email Address:   Email*   
Effective Date:   Date*   

1. PURPOSE OF AGREEMENT

DMK Financial Firm agrees to provide the Service Bureau Reseller with access to designated professional tax preparation software and applicable onboarding resources, subject to account approval, software provider requirements, and the terms of this Agreement.
The Service Bureau Reseller operates an independently owned business and is responsible for its own clients, business activities, licensing, registrations, and legal compliance.

2. REGISTRATION FEE

The Service Bureau Reseller agrees to pay a one-time registration fee of $999.00 before executing this Agreement.
The fee is associated with enrollment, application processing, onboarding, and software account setup.
The registration fee is not an annual fee unless the parties separately agree in writing to a renewal charge.
Any applicable refund policy must be disclosed to the Service Bureau Reseller before payment. Payment does not guarantee software approval or activation.

3. SERVICE BUREAU RESELLER COMPENSATION

The Service Bureau Reseller's compensation, fee retention, and any applicable revenue-sharing arrangements must be documented in a separate written addendum or fee schedule agreed to by both parties.
Any separate bank product fees, transmission fees, software charges, payment processing fees, or other third-party charges must be separately disclosed and agreed upon in writing before being assessed.
All compensation arrangements are subject to applicable laws, client authorizations, software provider requirements, and payment processing requirements.

4. CONTRACT TERM

This Agreement shall remain in effect for twelve (12) consecutive months beginning on the Effective Date.
The Agreement expires at the end of the twelve-month period unless both parties agree in writing to renew it.
There shall be no automatic renewal without written agreement.

5. EARLY TERMINATION AND REQUIRED NOTICE

The Service Bureau Reseller agrees to fulfill the twelve-month contractual commitment.
If the Service Bureau Reseller elects to terminate this Agreement before its expiration date, the following requirements apply:

A. Thirty-Day Written Notice

The Service Bureau Reseller must provide DMK Financial Firm with at least thirty (30) calendar days' written notice of their intention to terminate.
The notice must identify the Service Bureau Reseller's business, EFIN if applicable, intended termination date, and reason for termination.
Notice must be sent to DMK's designated business email or another written-notice address provided by DMK.

B. $1,000 Early Termination Fee

If the Service Bureau Reseller voluntarily terminates the Agreement before the completion of the twelve-month term, the Service Bureau Reseller agrees to pay $1,000.00 as an early termination fee, to the extent permitted by applicable law.
The parties intend this amount to represent reasonable liquidated damages for anticipated administrative, onboarding, software provisioning, and business disruption costs associated with early termination, rather than a penalty.
The fee shall apply only to the extent that it is a reasonable estimate of anticipated damages at the time of contracting and those damages would be difficult to calculate accurately.
The early termination fee shall not apply if DMK materially breaches this Agreement and fails to cure the breach within thirty (30) calendar days after receiving written notice, or if the fee is otherwise prohibited by law.

C. Payment Deadline

Any enforceable early termination fee shall be due within thirty (30) calendar days after the effective termination date.

D. End of Software Access

Software access may be discontinued following the effective termination date, subject to applicable law, software provider rules, and required record-access or data-retention obligations.

6. SOFTWARE ACCESS AND ACCOUNT SETUP

After successful payment, execution of this Agreement, and verification of the Service Bureau Reseller's required documents, DMK will begin the software onboarding process.
The Service Bureau Reseller will receive an email confirming when software access is available.
Software activation remains subject to applicable provider approvals, verification requirements, and technical availability.
The Service Bureau Reseller shall not share login credentials with unauthorized individuals or attempt to access another user's account without authorization.

7. SERVICE BUREAU RESELLER RESPONSIBILITIES AND COMPLIANCE

The Service Bureau Reseller agrees to:

1. Maintain all business registrations, credentials, and authorizations required for its activities.
2. Ensure that any tax preparation activities conducted through its business comply with applicable IRS electronic filing requirements, including Publication 3112 where applicable.
3. Ensure that tax preparers and EROs it supports maintain the credentials required for their respective roles, including PTINs and EFINs where applicable.
4. Comply with applicable federal and state tax laws and due diligence requirements.
5. Obtain and maintain proper client authorizations where required.
6. Protect taxpayer information and maintain appropriate data security safeguards.
7. Maintain required records and documentation.
8. Refrain from fraudulent, misleading, or unauthorized tax preparation and software resale practices.
9. Promptly notify DMK of any suspension, revocation, or material compliance issue affecting its eligibility to use or provide access to the software.

8. INDEPENDENT BUSINESS RELATIONSHIP

The Service Bureau Reseller is an independent business operator and is not an employee, partner, or legal agent of DMK Financial Firm.
The Service Bureau Reseller is responsible for its business expenses, employees, compensation, payroll obligations, taxes, insurance, and regulatory compliance.
Nothing in this Agreement creates an employment relationship, franchise, joint venture, or partnership.

9. CONFIDENTIALITY AND DATA PROTECTION

Both parties agree to protect confidential business information and taxpayer data.
The Service Bureau Reseller shall comply with applicable privacy and security requirements, including IRS Publication 4557 and applicable provisions of the Gramm-Leach-Bliley Act.
Neither party may disclose protected taxpayer information except as authorized by law or with appropriate consent.

10. TERMINATION FOR CAUSE

DMK may suspend or terminate software access for material contractual violations, fraud, misuse of software, loss of required credentials, or serious data security concerns, subject to applicable law and provider requirements.
For curable non-emergency breaches, DMK will provide written notice and a reasonable opportunity to cure, ordinarily thirty (30) calendar days.
Neither party is relieved of obligations that legally survive termination.

11. LIMITATION OF RESPONSIBILITY

The Service Bureau Reseller is responsible for its own business operations and for ensuring that activities conducted by its personnel or supported tax professionals comply with applicable requirements.
DMK is responsible for performing its expressly agreed contractual obligations.
Neither party is excused from liability for its own fraud, willful misconduct, or obligations that cannot lawfully be waived.

12. GOVERNING LAW

This Agreement shall be governed by the laws of the State of Georgia, without regard to conflict-of-law principles, except where mandatory federal or other applicable state laws control.

13. ENTIRE AGREEMENT AND AMENDMENTS

This Agreement, together with any incorporated fee disclosures and signed addenda, represents the parties' entire agreement concerning the services described.
Changes must be documented in writing and accepted by both parties.
If any provision is found unenforceable, the remaining lawful provisions shall continue in effect.

14. ELECTRONIC SIGNATURES

The parties consent to execute this Agreement electronically.
Electronic signatures shall have the same legal effect as handwritten signatures to the extent permitted by applicable law.
Both parties shall receive or have access to an executed copy of this Agreement.

SERVICE BUREAU RESELLER ACKNOWLEDGMENT

By signing below, the Service Bureau Reseller acknowledges that:

• The one-time registration fee is $999.00, payable before execution.
• Compensation and fee retention arrangements must be documented in a separate written addendum or fee schedule.
• The contractual commitment is twelve (12) months.
• Voluntary early termination requires thirty (30) days' written notice.
• An enforceable $1,000 early termination fee may apply if the Service Bureau Reseller terminates the Agreement before it expires.
• The Service Bureau Reseller has reviewed and agrees to the terms of this Agreement.

Service Bureau Reseller Legal Name:   First Name*   Last Name*   
Business Name:   Type a label*   
Authorized Representative Signature:   Signature*   
Date:   Date*   

DMK FINANCIAL FIRM

Authorized Representative: Destinique McGriff
Title: Founder

DMK FINANCIAL FIRM
Re-creating the life that you desire.