Independent Contractor Agreement
The agreement a tax professional signs to join the program.
Program library
Program Documents
Review the agreements and supporting materials for the tax-professional program. Open a PDF in a new tab, or download a copy for your records.
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Review each document
Five files PDF format
Intro Letter for Tax Professionals
How to enroll a client and where to send the paperwork.
Client Business Agreement
The agreement a small business signs to enroll.
Summary of Products and Services
What the business receives and what it provides in exchange.
Client Completion Agreement
The form the business uses to list its four introductions.
Each link opens or saves the original PDF provided for this program.