CONTRACT
This self-contractor/Employee agreement made on __________20_____ Between
__________________________________and The Taxx Bar LLC. 1. [The Taxx Bar], (The
"Disclosing Party"); and 2. [All listed persons & companies provided signatures below/ attached
to this agreement], (The "Receiving Party"), collectively referred to as the "Parties".
Marketing. The contractor/employee is obligated to perform certain marketing task as outlined
herein. The contractor/employee shall post, share post from the Taxx Bar starting from the hired
date through the tax deadline date. A minimum of one post per day during this time should be
made by the contractor/Employee. Contractor/employee is obligated to attend & perform all
promotional functions that’s regarding the Taxx Bar!
Payment for service. All Taxx Prepare’s that will be classified as full-time or part-time staff
will be paid $_____per hour for working at least five days a week schedule with overtime
permitted. All part-time Staff must work a minimum of four days a week!
Direct deposit. All payments will be made via direct deposit only, you are required to provide
the Taxx Bar with your bank information for payment, any changes to direct deposit must be
made in writing to the Taxx Bar.
NON-COMPETITION I will not, directly or indirectly, anywhere in the Territory of 30 miles
of any Taxx Bar location or Taxx affiliated location, perform the same or substantially the same
job duties on behalf of any competitive business during the term of my CONTRACT with THE
TAXX BAR THUMBTAXX & COMPANY and for THREE (3) years after the termination or
reassignment thereafter, regardless of the reason for termination or reassignment.
NON-SOLICITATION OF CUSTOMERS, CUSTOMER PROSPECTS, AND VENDORS.
I will not, directly or indirectly, solicit or attempt to solicit any business from any of THE
TAXX BAR THUMBTAXX & COMPANY customers, customer prospects or vendor with
whom I’ve had material contact during the last two (2) years of my employment with THE
TAXXBAR THUMBTAXX & COMPANY.
NON-SOLICITATION OF SELF CONTRACTOR/employees. I will not, directly or
indirectly, on my own behalf or on behalf of or in conjunction with any person or legal entity,
recruit, solicit, or induce, or attempt to recruit, solicit or induce, any SELF CONTRACTOR/
Employees of THE TAXXBAR THUMBTAXX & COMPANY with whom I’ve had personal
contact or supervised while performing my job duties, to terminate their CONTRACTED
relationship with THE TAXX BAR THUMBTAXX & COMPANY.
I will not, directly or indirectly, on my own behalf or on behalf of or in conjunction with any
person, business, or legal entity disclose any related Taxx Bar training, marketing method, or
slander the Company verbally, digitally, virtually or in any said matter under no circumstance.
Violation of any of these infractions will result in immediate termination and a penalty of a
minimum of $10,000. With no pay the Self Contractor/employee acknowledges that THE TAXX
BAR THUMBTAXX & COMPANY shall or may in reliance of this agreement provide
Employee access to trade secrets, customers and other confidential data and good will. Employee
agrees to retain said information as confidential and not to use said information on his or her own
behalf or disclose the same to any third party. _______ There will be a penalty of a minimum
of 10,000 and will result in legal actions if you violate any of the said above. THIS
AGREEMENT SHALL BE BINDING UPON AND INSURE TO THE BENEFIT OF THE
PARTIES, THEIR SUCCESSORS, ASIGNS, AND PERSONAL REPRESENTATIVES.
THE UNDERTAKINGS
NO PERSONAL NUMBERS/ FRAUDALENT REFERRALS
“I, ______________________{Last, First Name) agree that I will not give any clients of THE
TAXX BAR my personal number under any circumstances. The only number that will be
provided to clients will be the business telephone number and the business email. I, also
understand that under no circumstances am I to collect any names, phone numbers, emails or any
other information that can reference me trying to refer prospects away from The Taxx Bar. This
applies to during & after the contract (forever). I understand that if I give fraudulent referrals
{referrals on who and how the taxpayer found The Taxx Bar), they will be consequences as
listed below.
CONSEQUENCES FOR ABOVE INFRACTIONS CAN LEAD TO NO PAY AND/OR
TERMINATION WITH NO PAY.
________IF ANY OF THE SAID ABOVE OFFENSES ARE BREACHED THERE WILL BE
A MINIMUM FINE OF $10,000 AND TERMINATION OF ANY AND ALL DUTIES
RELATED TAXX BAR LLC.
COMPLIANCE
• NO SLANDERING OF THE COMPANY UNDER ANY ClRCUMSTANCE.
• IT IS UNDERSTOOD THAT THERE IS A MINUMUM CONTRACT OF 2 YEARS.
•IT IS UNDERSTOOD THAT THERE IS A PTIN required to file taxes with the Taxx bar
• UNDER NO CIRCUMSTANCE, NO CONTACTING THE TAXX BAR CLIENTS AND OR
ANY TAX PREPARER FOR TAX RELATED PURPOSES DURING THE DURATION OF
THE CONTRACT OF EITHER PARTY& 3 years after termination of contract
• BASED ON THE KNOWLEDGE, TRAINING, MARKETING MATERIALS INVESTED,
AND HIRING PROCESS, THE TAXX BAR WILL ENFORCE A MINIMUM $10,000 FINE
FOR BREACHING THIS CONTRACT.
• THERE WILL BE NO COMMISSION COMPENSATION IF YOU ARE TERMINATED
AND/OR RESIGN BEFORE THE END OF TAX SEASON WHICH EXTENDS TO
OCTOBER.
• Self contractors/employee, THERE WILL BE NO COMPENSATION IF CLIENT IS NOT
FULLY FUNDED DUE TO TAX PREPARERS NEGLIGENCE.
• THERE WILL BE NO COMPENSATION IF THE CLIENT’S FOLDER IS NOT ENTIRELY
COMPLETE AND IRS 8867 OBLIGATIONS ARE NOT MET.
• THERE IS A PENALTY FEE OF A MINIMUM OF $10,000 AND MAY RESULT IN
LEGAL ACTIONS IF YOUVIOLATE ANY OFTHE SAID ABOVE. IF ANY OF THE SAID
ABOVE OFFENSES ARE BREACHED THERE WILL BE A MINIMUM FINE OF $10,000
AND TERMINATION OF ANY AND ALL DUTIES RELATED TAXX BAR LLC.
PENALTY LIST
• Incomplete Folder: $5,000 PER FOLDER
• No Notes for W-2: $2,500
• Incomplete Schedule C: $7,500
• Missing Client Supporting Documents: $5,000
• Late Folders: $250 per day starting every Thursday
• Failure to communicate regarding the delay of incomplete folders: $2,500
“YOU WILL HAVE 24 HOURS TO CORRECT ANY PROBLEM WITH YOUR FOLDERS’’
*All fees are on a per folder basis.
I, understand that as a tax preparer for THETAXX BAR, that I am required to perform due
diligence on each return that I prepare.
1. I will not falsify any field on the clients return
2. If I believe that the clients is not being completely honest with me, I am to pursue further with
questions pertaining the area of concern.
3. Should I continue to have concerns of the client’s honesty, I will forward that client’s file to
my manager, who will complete and make a decision regarding the client without my PTIN.
I further confirm that I have been informed that termination, a minimum $10,000 fine and further
action by the IRS may be a consequence if it is determined that I have not adhered to the above
procedure.
DUE DILIGENCE PLEDGE
I__________________________________, solemnly pledge to practice the IRS due diligence
laws/ requirements at all times , pledge to incorporate all requirement into my practices as I will
do my best at all times to know the law, ask the right questions, document, and keep records. I
pledge to incorporate all requirements into my practices as a (_____________ ) and will
encourage others in my scope of practice to do the same. I will render services in good faith and
never compromise others by breaching or neglecting the IRS due diligence laws/ requirements of
this pledge.
OATH
Under oath, I swear to Taxx Bar LLC that:
1. I have always filed accurate federal, state, and / or local tax return
2. I have always paid any federal, state, and/ or local tax liability when due;
3. I have never been assessed for fraud penalties by any taxing authority;
4. I have never been suspended or disbarred from practice before the Internal Revenue Service
(IRS) or before any state or local taxing authority;
5. I have never been accused of unethical practices regarding tax return preparation;
6. I have always complied with the due diligence requirements of section 6695(g) of the Internal
Revenue Code;
7. I have never made misrepresentation on an IRS e- file application;
8. I have never been denied participation in the IRS e- file program;
9. I have never been suspended or expelled from participating in the IRS e- file program; I have
never directly or indirectly employed, been employed by, or accepted or provided assistance
from any individual, firm, or organization that was denied participation in the IRS e- file
program, or that was suspended or expelled from participating in the IRS e- file program;
including any individual whose actions resulted in the denial, suspension, or expulsion of any
individual firm, or organization from the IRS e- file program;
10. I have never shared any fees with any individual, firm, or organization that was denied
participation in the IRS e- file program, or that was suspended or expelled from participating in
the IRS e- file program; including any individual whose actions resulted in denial, suspension, or
expulsion of any individual, firm, or organization from the IRS e file program;
11. I have never been the subject of an IRS or state tax department civil or criminal investigation;
12. I have never been prohibited from filing tax returns by any federal or state legal action or
enjoined from filing tax returns by any federal or state court.
13. I have an unexpired Preparer Tax Identification Number (PTIN) issued by the IRS for the
current filing season.
I declare under penalties of perjury that to the best of my knowledge and belief, the information
and statements contained herein are true, correct, and complete.
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