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This Renewal Service Agreement is made and entered into by and between Lee’s Tax City, LLC /dba: 1040TaxBiz (hereinafter referred to as “1040TaxBiz”) and (Hereinafter referred to as “Client”) (Collectively referred to as the “Parties”).
The Client understands that direct costs will be added to the tax customer’s final fees for the third-Party products and services provided by 1040taxbiz. These direct costs include but are not limited to refund transfer charges for non-cash customers, software technology fees, audit protection services, service bureau fees, and shipping and handling for promotional items and are excluded from the shared revenue agreement between the Client and 1040TaxBiz. These fees will be collected by the bank and paid directly to the servicing Parties. The Client understands and agrees that Bank Product, Service Bureau, Technology, and Doc fees are not part of shared revenue, as these fixed fees are due and owed to third Parties and service bureau. The Client shall ensure that the fees are explained to the tax customer, as these fees are not part of the preparation charges and are paid to third Parties.
The renewal contract will continue following the existing terms and conditions but may be subject to any amendments as necessary.
The following is a recap of key points in the agreement you have signed with 1040TaxBiz:
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If you have questions about the contents of this document, you can email the document owner.
Document Name: 85/15 Renewal
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