King Tax Solutions – Tax Preparer Agreement

King Tax Solutions

Sign Your Tax Preparer Agreement

Tax Preparer Agreement

Please review and sign the preparer agreement using the form below. After submitting the form, you will need to schedule your onboarding call to complete your enrollment.

Schedule Your Onboarding Call

Tax Preparer Agreement

Notice: This agreement contains important legal obligations and limitations of liability. Do not complete this form unless you fully understand and agree to all terms. If you have questions, seek independent legal or tax advice before proceeding.

Enrollment Status: *Please Select Your Enrollment Status

Name *

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Birthdate *

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Do you have a PTIN? *YesNo

If so, Please enter it here

CONSENT & LEGAL ACKNOWLEDGMENT

By selecting your enrollment plan and checking the acknowledgment below, you confirm that you have read, understand, and agree to all terms of your engagement with King Tax Solutions, LLC for the tax season. Your engagement is active from your date of enrollment until May 31 of the following tax year. This includes your enrollment fees, revenue split, Refund Advantage/bank product disclosures, EFIN & software use, IRS compliance, data security requirements, mandatory pre-season training, and virtual preparer obligations. All enrollment fees are non-refundable, and all preparers are responsible for fee disclosure, due diligence, and legal compliance. Preparer access includes the full self-paced King Tax Solutions Tax Preparer Course. Attendance at all virtual pre-season Zoom sessions is required. NOTICE: This is a legally binding agreement. By checking the box below, you are waiving certain legal rights and assuming legal responsibility for your actions as a paid tax return preparer. Do not proceed unless you fully understand and agree.

2026 Tax Season Enrollment Plans *By selecting your enrollment plan and checking the acknowledgment below, you confirm that you have read, understand, and agree to all terms of your engagement with King Tax Solutions, LLC for the 2026 tax season (ending May 30). This includes your enrollment fees, revenue split, Refund Advantage/bank product disclosures, EFIN & software use, IRS compliance, and virtual preparer obligations. All enrollment fees are non-refundable, and all preparers are responsible for fee disclosure, due diligence, and legal compliance.$0 Enrollment Fee – 70/30 Revenue Split Enroll with no upfront cost and operate under a 70/30 revenue split, where you retain 70% of collected fees and King Tax Solutions, LLC retains 30%. Includes access to the Company’s EFIN, tax software, Refund Advantage bank products (including refund advances), and virtual office support. Revenue splits apply only to fees actually collected.$250 Enrollment Fee – 80/20 Revenue Split Description: Enroll with a one-time, non-refundable $250 enrollment fee and earn under an 80/20 revenue split, where the preparer retains 80% of collected tax preparation fees and 20% is retained by King Tax Solutions, LLC. This option is designed for preparers seeking higher earnings per return while maintaining access to the Company’s EFIN, tax software, Refund Advantage bank products, and compliance oversight. All enrollment fees are non-refundable, and revenue splits apply only to fees successfully collected.$899 Enrollment Fee – No Revenue Split Description: Enroll with a one-time, non-refundable $899 enrollment fee and retain 100% of your collected tax preparation fees, with no revenue split owed to King Tax Solutions, LLC. This option provides full access to the Company’s EFIN, tax software, Refund Advantage bank products, and required compliance systems while allowing maximum income retention per return. The preparer remains fully responsible for fee disclosures, due diligence, corrections, chargebacks, and compliance with IRS and Company policies.

1. Independent Contractor Status:
I am a 1099 Independent Contractor, not an employee or agent of King Tax Solutions, LLC. I am responsible for all taxes, licensing, insurance, and compliance obligations.

2. Enrollment & Revenue Split:
I have voluntarily selected my enrollment plan above. I understand that all enrollment fees are non-refundable, and revenue splits apply only to fees actually collected.

3. Refund Advantage & Bank Products:
I understand that Refund Advantage and other refund-based products are bank-administered, and I must fully disclose all fees and costs to clients before submission. I will not misrepresent or guarantee bank product approvals or refund amounts. I will comply with all IRS, bank, and King Tax Solutions rules regarding refund advances, timing, and eligibility.

4. Required Preparer Fee Disclosure:
I will disclose all client-facing fees including:

SB Software/System Fee – applicable only if the client elects to pay via refund (Refund Advantage or similar).
Bank Product / Refund Advantage Fees – fees associated with refund-based payment options, refund transfers, or refund advances.
Pre-ACK / In-Season Advance Fees – any fee for preparing or submitting a return before the IRS officially opens.
Transmission / E-File Fees – any fees for transmitting federal or state returns electronically.

5. IRS & Company Compliance:
I will fully comply with IRS Circular 230, IRC §§ 6694/6695, PATH Act due diligence, record retention, ethical requirements, and King Tax Solutions internal compliance procedures.

6. Accuracy, Responsibility & Liability:
I am solely responsible for the accuracy, completeness, and compliance of every return I prepare, whether using my PTIN or the Company’s EFIN. I will correct errors at my own expense, handle any chargebacks, and cooperate with audits or inquiries. I am fully liable for any consequences arising from my actions.

7. EFIN Ownership & Software Use:

The EFIN is the exclusive property of King Tax Solutions, LLC. Authorization is limited, conditional, revocable, and non-transferable.
I will use Company-approved software only for approved clients, and will not share credentials, allow third-party access, retain client data, or circumvent security controls.
Misuse, unauthorized filing, or preparing returns outside Company approval constitutes a material breach.

8. Prohibited Conduct:
I will not file returns without proper client authorization, file false or inflated information, manipulate credits, income, or deductions, or use Company systems for personal clients after termination.

9. Data Security & Confidentiality:
I will protect all client data, passwords, and personal information in accordance with IRS Safeguards, King Tax Solutions security policies, and applicable law. I will not store or transmit client data outside approved systems.

10. Pre-Season Training & Course Access:
I understand that I am required to attend all virtual pre-season Zoom sessions and will have access to the full self-paced Tax Preparer Course provided by King Tax Solutions. Completion of training and attendance at required sessions is mandatory to prepare returns under this agreement.

11. Monitoring & Audit:
I acknowledge that King Tax Solutions, LLC may monitor, review, and audit returns prepared under its EFIN, and may cooperate with the IRS, banks, state agencies, or software providers.

12. Termination:
I understand that King Tax Solutions may terminate this agreement at any time for non-compliance, misconduct, or at its sole discretion.

13. Survival:
This acknowledgment and addendum remain enforceable even after termination of my engagement.

Signature *

Date Signed *

Direct Deposit Information

This Direct Deposit Enrollment Form is designed for tax preparers to receive payments for services provided to clients whose tax returns have been successfully funded. Payments will only be processed and sent once the client's tax return is funded. By completing this form, tax preparers authorize the direct deposit of payments into their designated bank accounts. These payments will be made based on the funds received from the client's tax return, and only after the client’s tax refund has been successfully deposited and verified.

Account Type *

Routing Number: *

Account Number: *

Signature *

Date Signed *

Tax Preparer Agreement

Tax Preparer Agreement

Notice: This agreement contains important legal obligations and limitations of liability. Do not complete this form unless you fully understand and agree to all terms. If you have questions, seek independent legal or tax advice before proceeding.

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