Service Bureau Partner Agreement
Complete your business and tax software details, review the partner fee and responsibilities, and sign electronically.
Applicant/Business Information
Owner Full Name
*
First Name
Last Name
Business Name
*
PTIN
*
EFIN (if applicable)
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
TaxSlayer Software Selection
*
Please Select
TaxSlayer
Other
TaxSlayer Access Terms
The partner will receive access to TaxSlayer through the B4 Financial Solutions Service Bureau, subject to the bureau's terms, IRS compliance requirements, and any applicable software licensing rules.
TaxSlayer Access Acknowledgment
*
I understand the TaxSlayer access terms and responsibilities.
Description of Included Services
As a Service Bureau Partner, you will receive:
Tax software access
Back-office support
Compliance updates
Marketing resources
Training
Technical support
Partner Responsibilities
You agree to operate your business in compliance with all applicable laws and regulations, maintain client confidentiality, and uphold professional standards as outlined by B4 Financial Solutions.
Confidentiality
All information shared between the parties shall remain confidential and not be disclosed to any third party except as required by law.
Compliance with IRS Rules and Circular 230
You agree to comply with all IRS rules, regulations, and Circular 230 requirements applicable to your business.
Independent Contractor Status
This agreement does not create an employer-employee relationship. You are an independent contractor responsible for your own taxes and obligations.
Payment Terms
The one-time partner fee of $2,500 is due prior to activation of your software and support services.
Refund Policy
Partner fees are non-refundable once software access is granted.
Contract Term
The contract term will be two years from the effective date.
Termination for Material Breach
If the partner materially breaches this agreement, B4 Financial Solutions may terminate the agreement and revoke access to TaxSlayer and other service bureau resources.
Liquidated Damages
Where permitted by applicable law and if reasonable under the circumstances, a material breach may result in liquidated damages of up to $10,000 as specified in the agreement, in addition to any other available remedies.
Acknowledgment of Additional Terms
*
I acknowledge and agree to the contract term, termination, and liquidated damages provisions.
Agreement & Electronic Signature
By signing below, you agree to the terms and conditions outlined in this Service Bureau Partner Agreement.
Partner Electronic Signature
*
Date
*
-
Month
-
Day
Year
Date
B4 Financial Solutions Representative Signature
*
Submit Agreement
Submit Agreement
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