TLA Business Broker Application

Which Partnership Program are you applying for?

A-Team CreditA-Team Tax Service Bureau

Name*

First NameLast Name

DOB*

SSN *

Home Number*

Cell Phone *

Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

E-mail*

example@example.com

Is your Mailing Address different?*

If Yes, Please Provide

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Is Your Business Address Different?*

If Yes, Please Provide

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Business Phone

Give us a brief description of your business goals *

What level are you applying for?

Payment Plans Available

$950.00 Entrepreneur- 30% off all services that are included within the brokerage package

$1450.00 Executive- 40% off all services that are included within the brokerage package

$1750.00 Enterprise- 50% off all services that are included within the brokerage package

Each package includes;

a. A referral portal in our credit restoration platform this platform allows for you to enter in unlimited referral agents to build your business.

b. A-Teambranded credit sweep are $2,000.00-$3,500.00 depending on the amount of work that has to be done.

c. Bankruptcy are $699.00 with 2 mandatory certificates. (Going industry rates range from (please note there are two mandatory certificates that are required for the bankruptcy process to successfully go through. These certificates can be provided at an additional cost of $25 each, with no in class attendance necessary.)

d. Credit Restoration are $399.00 down payment per active client* and $99.00 per month. *if your client is not active, no payment is required on a monthly basis

e. 15% annual discount on continuious brokerage package

f. CPN’s are $350.00 per client with a 24-48 hour turn-around. Please note that the CPN’S are not tri merge however tri-merge instructions will be giving to you. Along with a final pdf that can be sent to your clients

g. Some marketing materials.

h. Training and Support.

What level are you applying for?

Bronze Partnership Package - $199 ($99 registration fee)

This package is great for tax preparers that have a client base of up to 20 tax clients. Transitioning into a more

professional tax platform allows you to have more control over your clients.

This Cloud Based Software provides for the following:

• All Federal & States Forms

• Interview, direct, or form mode

• English or Spanish switch capability

• Integrated paperless office solution

• Brand-able Mobile App

• Unlimited Preparers

• Unlimited E-files

• Back year filing capability

• Reporting module

• On demand software training

• Tech support

• Client forms

Bank Registration Options

• Choose what bank products you offer

• Offer Advances up to $6500

• Fee Marketing materials

• Check Printing/Debit Cards

IRS Regulations

• EFIN provided

• PTIN required (assistance available)

Tax Training

• Tax law updates and changes

Ongoing mentorship and guidance

• Use your own business name

• Business structure advise

• Marketing strategy consultation

• Guidance through your first 5 returns

Financial Freedom

• 65/35 revenue split

• Commission Directly into your acct

Gold Partnership Package - $299 ($99 registration fee)

This package is great for tax professionals/offices with up to 50 tax clients, Advertise and promote your business on a broader scale, as you will be just as equipped as the Major TAX Companies.

This Cloud Based Software provides for the following:

• All Federal & States Forms

• Interview, direct, or form mode

• English or Spanish switch capability

• Integrated paperless office solution

• Brand-able Mobile App

• Unlimited Preparers

• Unlimited E-files

• Back year filing capability

• Reporting module

• On demand software training

• Tech support

• Client forms

Bank Registration Options

• Choose what bank products you offer

• Offer Advances up to $6500

• Fee Marketing materials

• Check Printing/Debit Cards

IRS Regulations

• EFIN provided

• PTIN required (assistance available)

Tax Training

• Tax law updates and changes

Ongoing mentorship and guidance

• Use your own business name

• Business structure advise

• Marketing strategy consultation

• Guidance with up to 3 tax returns

Financial Freedom

• 75/25 revenue split

• Commission Directly into your acct.

Platinum Partnership Package - $399 ($99 registration fee)

This package is great for tax professionals/offices with more than 50 clients or multiple offices. Keep most of your preparation fees without the initial investment of purchasing software.

This Cloud Based Software provides for the following:

• All Federal & States Forms

• Interview, direct, or form mode

• English or Spanish switch capability

• Integrated paperless office solution

• Brand-able Mobile App

• Unlimited Preparers

• Unlimited E-files

• Back year filing capability

• Reporting module

• On demand software training

• Tech support

• Client forms

Bank Registration Options

• Choose what bank products you offer

• Offer Advances up to $6500

• Fee Marketing materials

• Check Printing/Debit Cards

IRS Regulations

• Dedicated EFIN provided

• PTIN required (assistance available)

Tax Training

• Tax law updates and changes

Ongoing mentorship and guidance

• Use your own business name

• Business structure advise

• Marketing strategy consultation

• Guidance with up to 3 tax returns

Financial Freedom

• 85/15 revenue split

• Commission Directly into your acct.

Does your business have a name?*

If yes what is it ?

Is this Business Incorporated?*

if yes, what is your business structure?

How long have you been in business?

Do you have a EIN*

Please Provide, if Yes

9 digits

Do you have a website?*

If Yes, please provide your web address?

Upload Government/State Issued *

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Photo ID

Phone Number*

Signature*

Clear

My Products

Credit Entrepreneur Brokerage

$99.00

Executive Brokerage

$149.00

Credit Enterprise Brokerage

$199.00

Tax Bronze Partnership Package

$199.00

Tax Gold Partnership Package

$299.00

Tax Platinum Partnership Package

$399.00

Subtotal

$0.00

Tax

$0.00

Total

$0.00

I certify that the above information is complete and accurate to the best of my knowledge. I understand that any falsification, misrepresentation or omission of information on this form or relating to my application of Affiliation with TLA Credit Solutins may result in my denial of Membership, (or if an Agent of TLA, my immediate Termination) of Products and Services offered by our company. I hereby authorize TLA Credit Solutions or its agents to confirm all statements contained in this application and/or resume to the extent permitted by federal, state or local law and I agree to complete any requsted authorization forms. I release all parties from any liability arising out of this provision and the use of such information. I understand that a $25.00 application processing fee is required.

I understand that this application is not a contract, offer or promise of Affiliation.
I acknowledge that Affiliation with TLA is on an Affiliate-at-will basis. This means that my Affiliation with TLA can be terminated at any time, with or without cause or advance notice. Similarly, I am free to terminate my Affilation with TLA at any time for any reason. This at-will provision may be modified or waived only in a written agreement signed by the company's Owner and me.

I further understand that I am responsible for being familiar with TLA policies, rules and regulations, and I understand that TLA has complete discretion to modify its policies, rules, regulations and practices at any time, to the extent permitted by federal, state and local law, except that it will not modify its policy of Affiliation-at-will. By my continued Affiliation with TLA, I consent to any such changes.

I understand that TLA does not tolerate discrimination of any kind, harassment of any kind, theft of any kind, Misrepresentation, Poor Customer Service or anything less than the TLA Rule of Thumb ( Transparency, Loyality and Accuracy! Once application is Approved you will receive a welcome email and an invioce will be sent to you. Once the invoice is paid, a contract will be drafted up between TLA and Your company. After receiving the contract you have 3 days to accept and sign or decline and request a REFUND at which time a Refund less 15% will be processed and issued to you with in 7-10 days. After the resend period No refund will be issued, Please understand that access to the Back page will be sent along with a your Broker package full of information that will help you to take your business to the next level. 3 Business days AFTER AND ONLY AFTER the contract is signed!!! However you may begin using your other Broker privileges immediately after accepting the contract.

Please Note that Giving Access to the Back Page of TLA is Prohibited and will result in Immediate and Permanent Termination of your Brokerage relationship with TLA!!!! NO EXCEPTIONS!!!! NO REFUNDS!!!!

Partnership Application

Credit Partnership Options

Tax Partnership Options

Business/ DBA

Applicant Certification/Terms and Conditions

Tax Partnership