Independent Contractor Agreement as of July 6, 2020
This form will constitute an independent contractor agreement between Rose Tax Solutions LLC (tax firm) and the tax preprarer (Tax Pro) listed on this electronic form; this agreement must be renewed by October 1, annually in preparation for the upcoming Peak Tax Season.

You are responsible to complete all tax training, applications with IRS.Gov, marketing items, and Business Development training at your own risk and investment. These separate cost are not reimbursed by the Tax Firm; however, may be listed as business deductions on the Tax Pro's tax return, respectively..

Upon receipt of tax software login, tax preparer must complete the Compliance training with the Bank Product.

A final contract with the rules of engagement to include the selections created with this form will be e-mailed for electronic signature. Remember, before e-file access is granted, the Tax Firm must have the following on file by October 1, annually.
* IRS welcome letter listing your PTIN
* Copy of driver's license and social security card
* Signed W-9 Form
* Complete the Background Check ($99 separate Fee, unless authorized report given by Tax Pro)
* Certificate of Completion for AFSP program (optional)
* Certificate of Completion for Compliance Training (complete steps in the welcome letter you receive)

Within ten (10) days of tax returns e-filed with the tax software, the tax pro must ensure all 8879, state electronic forms, and supporting income tax documents are securing uploaded for IRS audit purposes.

Upon receipt of tax software login, tax preparer must complete the Compliance training with the Bank Product.

Commission Payouts: Non-AFSP participants (Receive a 1099-Misc by January 31, annually)
1. Tax Returns Paid through Bank Product - Tax Prep Fees are paid out to Tax Pro starts at 40%.
Bank Product Fees are separate from Tax Prep Fees (individual contract commission rates vary based on several factors).

2. Tax Pro is paid commissions of Tax Prep Fees as a direct deposit via Zelle, Cash App, or Printed Check ($25 print and postage fee) with 72-hours of funds posting into tax firm's business bank account.

3. Tax Pro pays $75 for every non-bank product (tax return paid out of taxpayer's pocket) paid personal tax return; $250 for every Corporate Tax Return filed with the software. .

4. Receive $2 for every debit card you issue tax refunds for taxpayers.

Commission Payouts: AFSP participants (Receive a 1099-Misc by January 31, annually)
1. Tax Returns Paid through Bank Product - Tax Prep Fees are paid out to Tax Pro starts at 55%.
Bank Product Fees are separate from Tax Prep Fees (individual contract commission rates vary based on several factors).

2. Tax Pro is paid commissions of Tax Prep Fees as a direct deposit via Zelle, Cash App, or Printed Check ($25 print and postage fee) with 72-hours of funds posting into tax firm's business bank account..

3. Tax Pro pays $50 for every non-bank product (tax return paid out of taxpayer's pocket) paid personal tax return; $150 for every Corporate Tax Return filed with the software. .

4. Receive $3 for every debit card you issue tax refunds for taxpayers.

ALL TAX PROS = Must complete a 6 or 13-week Intensive Training with Rose Tax Solutions Each Year between May 1 to December 1, annually (Investment: $397 = New Tax Pros; $297 = Returning Tax Pros).


TAX PRO Path to Profits & APPRENTICE PROGRAM (OPTIONAL COMMITMENT)
1. 3-year commitment:
A. Year 1 = Learn the Ropes: Tax Pro (Independent Contractor) (Investment: $497).
B. Year 2 = Be the Boss: Tax Firm Franchise Owner (Independent Contract & Corporate Business Structure) (Investment: $1,997).
C. Year 3 = Impact Change: Stimulate the economy & partner with other tax pros to serve taxpayers (Investment: $4,997).


Tulsa , Raleigh, Little Rock, Dallas, Atlanta Office Locations (OPTIONAL INCENTIVE)
You have access to serve clients, especially walk-in clients in our Tulsa Office - 107 North Greenwood Avenue location.

1. Please post hours of operations you will be available to serve in the office.
2. There is no additional fees for using the office between January through April 30, annually.
3. Please empty trash and clean up so the space will be available for the next person.
4. Ensure the front and back doors are locked when leaving.
5. Rose Tax Solutions is not responsible for any lost, damaged, nor stolen items left by tax professionals.
6. For space during May through October 15, please connect with the owner directly for rates and keys.


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 our communities.


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: Info@RoseTaxSolutions.com

Legal Full Name (First and Last Name) *
Mailing Address (include city, state zip code) *
Valid E-mail Address *
What is your Phone Number? We will call withing 48-hours of completion of your application *
How will you prepare taxes this season? *
Required
How many tax returns do you plan to complete this year by October 15, each year? *
Commission payments are paid as earned and funded from IRS. How would you like to receive your payments? *
Required
Do you have a current AFSP certificate from IRS? *
We offer a 6 or 13-week Build Your Tax Business Training, which will you complete? *
Email Accounting@RoseTaxSolutions.com with Your IRS Welcome letter with your PTIN listed; Completed W-9 form; Clear Copy of Driver's License. Type Your Name Below to agree to send these documents. *
By signing you agree to the terms of this agreement. This form is to be completed each tax season to secure your partnership with Rose Tax Solutions. You agree you are not an employee but are using the tax software, bank products, and other tools provided by Rose Tax Solutions. You agree to work on a commission rate based on the tax returns you personally prepare. You agree bank products fees are separate from tax prep fees therefore the fees associated with a taxpayer using the bank products do not payout to you directly thus be mindful when giving discounts. You agree the tax software will calculate the tax prep rate to charge a client with options for you to provide both discounts and additional fees to the fee presented. You agree to mail in all signed forms from clients including Form 8879 and any supporting documents a client presents, especially virtual clients directly to Rose Tax Solutions, 107 North Greenwood Avenue, Tulsa OK 74120 by April 18 or October 18, annually. Your access to the software and bank products will end October 16, annually unless Independent Contractor Agreement is renewed. *
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