This agreement outlines the terms and conditions under which the Preparer will operate as an independent contractor with Tax Solid Professionals to provide tax preparation services to clients.

The Preparer shall receive 70% of the total tax preparation fee for each client served. The Tax Firm shall retain 30% of each tax preparation fee. Additional client incentives and referral bonuses are available to support business growth and client retention.

This agreement is valid for tax year 2025 and is subject to renewal annually upon mutual agreement.

A. The Tax Preparer Will:

1. Obtain and maintain an active PTIN (Preparer Tax Identification Number) and comply with all IRS and state-level registration requirements.

2. Prepare and file client tax returns accurately, honestly, and in full compliance with federal and state laws.

3. Complete all training and onboarding provided by the Tax Firm, including software use, marketing, and compliance.

4. Maintain strict confidentiality of all client and firm data, adhering to IRS and firm privacy protocols.

5. Collect all required documentation from clients and retain records in accordance with IRS guidelines.

6. Provide exceptional customer service and respond to client inquiries in a timely, professional manner.

7. Submit all prepared returns via the firm’s approved professional software.

8. Remain responsible for their own tax obligations, including self-employment taxes.

5. Compensation & Payment Terms

The Preparer is classified as an independent contractor, not an employee of Tax Solid Professionals. As such:

• The Preparer is not eligible for company benefits or unemployment compensation.

• The Preparer is responsible for their own taxes, insurance, and business expenses.

• The Preparer may operate under their own brand name, if preferred.

Both parties agree to protect all client and company data with the highest level of confidentiality, complying fully with IRS Publication 1345 and all applicable privacy laws.

We are committed to protecting your privacy. All information submitted through this form will be used solely for onboarding and compliance purposes related to tax preparation activities. Your information will never be sold or shared outside of our organization without your explicit consent, unless required by law.

All sensitive data, including SSNs and banking details, are encrypted and securely stored in accordance with IRS and data protection guidelines.

Either party may terminate this agreement at any time with written notice. Any outstanding compensation will be processed and paid within 30 business days after termination, subject to a final performance review.

All sensitive data, including SSNs and banking details, are encrypted and securely stored in accordance with IRS and data protection guidelines.

By submitting this form, I acknowledge my interest in joining the tax preparation team with Tax Solid professionals. I understand this is an independent contractor opportunity, and I will receive onboarding, mentorship, training, and support resources to operate my own tax preparation service. Compensation will be based on a 70/30 revenue split.

I agree to conduct myself professionally and comply with all applicable IRS and state laws regarding tax preparation. I understand that earnings will be disbursed via direct deposit, and I am responsible for accurately reporting income as required by law.

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