This form will constitute an independent contractor agreement between Rose Tax Solutions LLC (Tax Firm) and ______(Name Listed Below)_____ (Tax Professional). This agreement must be renewed every year by October 1, in preparation for the upcoming Tax Season (starting January 2-October 15). Any amendments to the terms and conditions of this agreement can be updated at any time and will be sent to the Tax Pro for compliance.
COMPREHENSIVE ACCESS:
* Tax Professional will receive generic marketing graphics to use for digital and print marketing.
* Tax Professional can prepare both Individual and Corporate Tax Returns.
* Tax Professional will have access to Bank Products (Note: There is a separate fee for using bank products).
* Tax Professional MUST request debit cards (5 are sent at a time) to preload client refunds.
* Tax Professional can offer their Clients Tax Refund Advances up to $6,000.
* Tax Professional agree to upload signed Service Consent, Form 8879, State E-File Forms, and Bank Product Consent Forms into the Tax Software for each Client.
* Tax Professional can access the Tax Firm's Office, at no cost, located at 107 North Greenwood Avenue, Tulsa, Oklahoma. Please email the dates and hours for use to ensure a tax desk will be available.
DO THIS AS SOON AS POSSIBLE TO GAIN TAX SOFTWARE CREDIENTIALS:
Tax Pro will upload to this form or will email to Accounting@RoseTaxSolutions.com the following:
1. Current PTIN confirmation letter from IRS.gov.
2. Current, clear copy of a Government Issued ID.
3. Signed and dated Form W-9.
Upon Receipt of steps 1-3 above, the Tax Pro agrees to complete the following:
1. Login and update your password in the Tax Software.
2. Compliance Bank Training (see your e-mail for the login information).
2. Email the Compliance Bank Training to Accounting@RoseTaxSolutions.com.
3. <Optional> Certificate of Completion for AFSP program.
4. <Optional> A Headshot to include on our Tax Pro Tribe page to help Clients select a Tax Pro.
<NOTE> You can promote your own company brand while using the tax software from our Tax Firm. If you do this, stay consistent. For example: on social media you promote "Your Name Tax Service" and use tax software from Rose Tax Solutions. It is good practice to inform your clients when obtaining signatures to maintain trust with them.
The Tax Professional is responsible to complete all tax law training, obtain and keep the PTIN current, purchase personalized marketing items (i.e. business cards, postcards, etc.), and attend Business Development training at your own risk and investment. Any separate cost are not reimbursed by the Tax Firm; however, may be deducted as a business expense on the Tax Pro's tax return, respectively.
Thank you for trusting Rose Tax Solutions with propelling your career in the tax industry. Feel free to connect your friends and family members to this great opportunity to serve their community.
LaToya Rose "Shumate", AFSP
Senior Tax Accountant
Owner, Rose Tax Solutions
(918) 812-8525 (cell)
(855)818-2937
107 North Greenwood Avenue
Tulsa, OK 74120
Virtual Offices -
rosetaxsolutions.com E-mail: Accounting@RoseTaxSolutions.com