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Tax Preparer - 100% of Prep Fees (Self Generating)
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TAX PREPARER AGREEMENT
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TAX MAJESTY INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (“Agreement”) is entered into and made effective as of the date signed below (“Effective Date”) by and between the individual tax preparer (“Preparer”) and Tax Majesty, LLC (“Company”). RECITALS WHEREAS, Company desires to engage Preparer as an independent contractor to provide tax preparation services; WHEREAS, Preparer desires to provide such services under the terms and conditions set forth herein. NOW, THEREFORE, in consideration of the mutual promises herein, the parties agree as follows: 1. SERVICES PROVIDED Beginning on the Effective Date, Preparer agrees to provide tax preparation services, including but not limited to client file management, document retention, and any related tasks necessary to fulfill the duties of a professional tax preparer (collectively, the “Services”). 2. COMPENSATION Preparer shall be compensated as a percentage of fees actually collected from clients for Services rendered. Payment shall be made upon actual collection of funds. If fees are deducted from a client’s refund, payment to Preparer will be made once the refund is disbursed. Preparer must invoice the Company for all Services rendered and is solely responsible for setting and disclosing fees to clients. Position Descriptions & Compensation This Agreement offers multiple participation roles. Contractor must select their desired role(s) at the time of onboarding. Each role includes its own compensation structure, outlined below: A. Tax Preparer – Self-Generating (100% Prep Fee) Software purchase agreement. • You will receive 100% of the total tax preparation fee collected from clients you personally bring in or generate. • You are responsible for setting your own fees, collecting required documentation, and completing the return. • Payments are made only on completed and funded returns. • You are considered a self-generating preparer and responsible for managing your client relationships. B. Tax Preparer – No Experience (50% Flat Commission) • You will receive 50% of the flat fee collected for clients assigned or referred to you by the Company. • Standard pricing applies to these clients: • $199 for basic W-2 • $299 for W-2 couples • $399+ for self-employed/1099 clients • No guarantees are made regarding the number or frequency of referrals. • Company sets the fee for referred clients, and preparer agrees to complete returns per company standards. C. Referral Partner – $50 Per Funded Referral • You will receive a $50 payout for each client you refer who completes a tax return and receives funding. • Referrals must include complete and accurate client information using the provided tracking method (referral form or link). • Payouts are issued weekly on funded returns only. 3. TERM & TERMINATION This Agreement shall remain in effect until May 15, 20XX, unless earlier terminated in accordance with this section. Either party may terminate this Agreement with written notice for cause. Termination without cause prior to May 15th may constitute breach of contract, except in cases of misconduct or legal violation. 4. INDEPENDENT CONTRACTOR RELATIONSHIP Preparer is an independent contractor and not an employee of the Company. No employment benefits, including health insurance, paid leave, or retirement plans, shall be provided. 5. PTIN REQUIREMENT Preparer must hold and maintain an active IRS Preparer Tax Identification Number (PTIN). This Agreement is void if the Preparer fails to obtain or maintain a valid PTIN. 6. CODE OF CONDUCT & COMPLIANCE Preparer must comply with all applicable federal, state, and IRS regulations, including Circular 230 and due diligence requirements for refundable credits. Any willful misconduct or fraud will be reported to the IRS and relevant authorities, and will result in immediate termination of this Agreement. 7. LIABILITY Preparer is fully responsible for their Services and agrees to correct errors or omissions at their own expense. The Company shall not be held liable for any of the Preparer’s actions, decisions, or resulting liabilities. 8. BACKGROUND CHECK & FINGERPRINTING Company reserves the right to conduct background checks and require fingerprinting in compliance with federal and industry standards. Preparer agrees to cooperate fully with these requirements. 9. WORK PRODUCT OWNERSHIP All intellectual property created in connection with the Services is the exclusive property of Umbrella Financial Services, LLC, as per the licensing agreement with Tax Majesty. Preparer agrees to sign necessary documents to protect this ownership. 10. CLIENT OWNERSHIP Clients sourced by the Preparer remain the property of the Preparer. 11. SOCIAL MEDIA Social media followers or contacts gained through Preparer’s own platforms remain their property, even if used for business promotion. 12. TRAINING REQUIREMENTS Preparer must complete all IRS-required training and score at least 70% on any applicable exams to qualify as a contractor under Tax Majesty. 13. CONTINUING EDUCATION Preparer is solely responsible for satisfying all IRS continuing education requirements necessary to maintain PTIN status. 14. EFIN USAGE Preparer may use their own EFIN. If they do not have one, they may be permitted to use the Company’s EFIN for returns submitted under this Agreement. 15. CONFIDENTIALITY Preparer agrees to maintain strict confidentiality regarding all client information, company operations, and proprietary data. This obligation survives the termination of this Agreement. 16. FILE MAINTENANCE Preparer is responsible for creating and retaining all required client files in compliance with IRS rules. Company will maintain a central repository, and Preparer may retain copies at their own discretion, accepting liability for any disclosures. 17. OFFICE & EQUIPMENT Company may provide office space and equipment subject to availability. Preparer is free to set their own schedule and utilize personal equipment, provided no licensing terms are violated. 18. BUSINESS EXPENSES Preparer is responsible for their own business-related expenses, including but not limited to transportation, office supplies, subcontractor costs, and other overhead. 19. INDEMNIFICATION Preparer agrees to indemnify and hold harmless the Company from any claims or liabilities arising from the Services provided, including acts or omissions of the Preparer or their designees. 20. ENTIRE AGREEMENT This Agreement constitutes the full and entire understanding between the parties. Any oral or written agreements not contained herein are null and void. 21. SEVERABILITY If any provision of this Agreement is held to be invalid, the remaining provisions shall continue in full force and effect. Any unenforceable provision shall be modified to the extent necessary to be enforceable. 22. GOVERNING LAW This Agreement shall be governed and construed in accordance with the laws of the State of Texas. IN WITNESS WHEREOF, the parties have executed this Agreement as of the date written below. Tax Majesty, LLC By: ___________________________ Name: ________________________ Title: _________________________ Date: _________________________ Independent Tax Preparer Signature: ______________________ Name: _________________________ Date: _________________________
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