THIS CONTRACT is binding between {companyName} (hereinafter referred to as "The Client"), represented by {BusinessOwnerName}, and Xpert Tax Solutions. (hereinafter referred to as "The Service Provider"), represented by Xpert Tax Solutions.
RESPONSIBILITIES OF THE CLIENT
The Client is responsible for conducting all business with the highest degree of honesty, integrity, accountability, and propriety while using the Service Provider's EFIN number and tax software for the 2025-2026 tax year. The Client shall not engage in any activity that jeopardizes the Service Provider's entity, resources, or assets, and shall abide by a Code of Business Conduct and Ethics. Suspected or verified instances of fraud, violation, unethical conduct, or dishonest practice must be reported to the Service Provider immediately, with the Client providing any necessary information during subsequent investigations.
RESPONSIBILITIES OF THE SERVICE PROVIDER
The Service Provider shall provide the Client with access to its EFIN number and tax software for the 2025-2026 tax year. The Service Provider shall also provide an Internal Auditor with sufficient knowledge to identify indicators of fraud. This Internal Auditor will evaluate the adequacy of the internal control system, prioritize auditing activities according to a documented risk assessment plan, and provide recommendations through consulting and assurance activities.
PAYMENT TERMS
{company Name} agrees to pay Xpert Tax Solutions the Service Bureau fee of $99.00 for each e-filed return in the software while using the EFIN#. {company} agrees to the withdrawal of $99.00 each paid client. {company name} will be given the rights to the software under {company Name} to make sure the Internal Auditor should have sufficient knowledge to identify the indicators of fraud and is expected to have the capacity of a person whose primary responsibility is detecting and mitigating Fraud.”
TRANSMISSION AND TECHNOLOGY FEES
The total transmission fee and technology fee amount to $31. The following outlines the breakdown:
Base Transmission Fee: $3
Additional Transmission Fee: $11 (ranging from $5 to $73)
Additional Transmission Processing Fee: $2
Technology Fee: $18
Total Fee: $33
FEES FOR NON-BANK PRODUCT RETURNS
Regardless of whether a bank product is used, the Client agrees to pay all associated fees to the Service Provider, including the Service Bureau fee, transmission fee, technology fee, and state fee, for each tax return processed using the Service Provider's EFIN number and tax software. All fees must be paid prior to the tax return being transmitted. The service provider will accept payment via direct deposit for such fees.
CONFIDENTIALITY AND DATA PROTECTION
Both parties agree to keep all confidential information received from the other party secure and strictly confidential, and to comply with all relevant data protection laws and regulations.
TERMINATION AND DISPUTE RESOLUTION
This contract may be terminated by either party with a written notice of 14 days after the contract is signed. In the event of termination, no funds paid to join the program will be refunded. In case of termination of contract, The client will be immediately removed from tax software and any platforms that the Service Provider provided. Following the 14-day period allowed for terminating the contract, the Service Provider reserves the right to terminate the contract immediately in the event of any fraudulent activities. Any disputes arising out of or in connection with this contract will be resolved through email mediation through both parties.
LIABILITIES AND WARRANTIES
Warranties: The Service Provider warrants that it will perform the services with reasonable care and skill, and in compliance with all applicable laws and regulations. The Service Provider further warrants that the tax software provided under this contract will function as described, and that it will maintain the necessary licenses and permissions to provide the EFIN number and tax software.
Limitation of Liability: Except in cases of willful misconduct or gross negligence, the liability of either party for any claim arising out of this contract shall be limited to the amount of fees paid by the Client to the Service Provider under this contract.
Indemnification: Each party agrees to indemnify and hold harmless the other party from any and all claims, losses, damages, liabilities, penalties, punitive damages, expenses, reasonable legal fees and costs of any kind or amount whatsoever, which result from the negligence, willful misconduct, or breach of this contract by the indemnifying party, its officers, directors, employees, agents, or subcontractors. This indemnification will not apply in cases where fraud is involved.
EFIN Termination: If the Client's EFIN is shut down for any reason due to fraud or inaccuracies of documentation, the Service Provider will not provide another EFIN. The contract will be terminated immediately in such cases.
DISCIPLINARY/LEGAL ACTION
Any proven or suspected fraud, whether perpetrated by a member of the Client's organization or by external individuals, will result in the immediate suspension of this agreement and contract. Such instances will be referred to appropriate authorities, both internal and external, at the earliest possible opportunity.
Software Renewal
1.1 Upon the expiration of the initial term of this agreement, the ERO may choose to renew the contract for an additional term by paying a renewal fee. The renewal fee shall be calculated based on the volume of tax returns produced by the ERO during the previous year.
1.2. The standard renewal fee for the additional term shall be $500. However, the renewal fee may be subject to adjustment based on the following volume-based scale: - If the ERO produced between 50 - 99 tax returns during the previous year, the renewal fee shall be reduced to $400. - If the ERO produced 100 returns or more tax returns during the previous year, the renewal fee shall be $199.
1.3. The specific volume ranges and corresponding renewal fees shall be determined and communicated to the ERO by the service bureau prior to the renewal period.
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