TMP Tax Software Agreement

INTAKE/AGREEMENT FORM
1221 Gardere Lane Suite L Baton Rouge, LA 70820

Office: (225) 239-2399 Email: taxmasterpros@gmail.com
TAX PREPARER FULL NAME*

First NameLast Name
TAX PREPARER FULL SSN
TAX PREPARER DATE OF BIRTH

MonthDayYear
Date
TAX PREPARER PHONE NUMBER*
Please enter a valid phone number.Format: (000) 000-0000.
TAX PREPARER EMAIL*
example@example.com
Signature*

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Today's Date*

MonthDayYear
Date
Tax Preparer Valid Driver's License or State ID*

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TAX PREPARER ADDRESS*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
I AGREE
I agree. All packages will require a non refundable deposit.This compensation plan is for Individuals, Business, Self-Employed, and Household Employees. If you need desktop software for business tax (Corporations, Nonprofits) an additional software license must be purchased for $147 and we will have a technical support team install the desktop software on your computer.
I agree
PREPARER MUST SIGN FIRST AND LAST NAME*

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I agree
I agree
TODAY'S DATE*

MonthDayYear
Date
What is your business name?*
What is your Employer Identification Number?*
What is your business phone number?*
Please enter a valid phone number.Format: (000) 000-0000.
What is your business address?*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What is your business mailing address?*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Personal AddressBusiness AddressBusiness Mailing Address
Signature*

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SUPPORT FROM TAXMASTER PRO AND TAXMASTER PRO ACADEMY
- TMP will provide toll-free number for Technical Support.
- TMP will provide support in tax prepartion returns to ensure accuracy.
- TMP will provide tax training in personal and basic and schedule c tax returns.
- Bank Product Fee is $39.95. Our banking partner is Refund Advantage.
- Technology Fee is $18
- Transmission Fee is $33
- Audit protection will be provided as a service and add-on to your taxpayers.
- Our banking partner is Refund Advantage
- Pre-season advance loans cost the preparer $75 and to be paid out of tax preparation Fees. Tax preparer understands that this is not a fee charged by Taxmaster Pro. Pre-season loans is offered before the IRS opens.
- In-season advance loans cost the preparer $29.95 and to be paid out of tax preparation Fees. ERO understands that this is not a fee charged by Walker's Tax and Financial Services. In-season loans is offered after the IRS opens.
- Tax preparer/ERO understands that first year EFIN holders may not be able to offer prepaid cards.
- Tax preparer/ERO understands that first year EFIN holders may not be able to offer pre-acknowledgement tax advances.
- You can charge a document prep fee. Once you start transmitting tax returns, you cannot change the document prep fee.
- Any add-on fee by you, the tax preparer will require a separate agreement.
- You can charge an e-file fee as an EFIN holder. E-file fees are to be paid out with the tax preparation fees.
- Adds-ons and rebates or paid out the last week in June or 1st week in July of that current tax year.
I agree
How much would you like your service bureau fee to be. Your service bureau fee can be up to $200.*
NOTE: This fee is paid out the last week in June or the 1st week in July.
I agree
How much do you want to add-on for the document prep fee?*
NOTE: This fee is paid in real time with your tax preparation fees.
The base price for Audit Protection is $59. You can add up to $39 to the Audit Protection Product. How much do you want to add-on?*
NOTE: This fee is paid in the 1st or 2nd week of July
I agree
The base price for DefendMyID Protection is $29. You can add up to $59 to the Audit Protection Product. How much do you want to add-on?*
NOTE: This fee is paid in the 1st or 2nd week of July
I agree
REBATES:

0-19 Paid bank products = $0 Rebate

20-99 Paid bank products = $5 Rebate per paid bank product

100-299 Paid bank products = $10 Rebate per paid bank product

300-499 Paid bank products = $15 Rebate per paid bank prodcut

500-999 Paid bank products = $20 Rebate per paid bank product

1000+ Paid bank products = $25 Rebate per paid bank product

The cut off-time for rebates will be April 15 and October 15.

Rebates for the cut-off deadline for April 15 will be paid out the first week in July.

Rebates for the cut off deadline April 16-October 15 will be paid out December 15.
I agreeI don't agree
Please upload your direct deposit form from your bank*

Please ensure and triple check your routing sand account number is correct. It is your responsibility to ensure your bank account information is correct. In the event that your bank account has closed; it will be your responsibility to submit to our firm a ln updated direct deposit form.
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Please upload your E-file Application Summary

Must save as a PDF and send it.
Cancelof
Please upload your PTIN Welcome Letter.

Can be found in your PTIN portal account the messages
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Today's Date*

MonthDayYear
Date
Please sign your first and last name legibly.*

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INTAKE/AGREEMENT FORM

1221 Gardere Lane Suite L Baton Rouge, LA 70820