ACH & Credit Card Authorization Agreement

I (we) hereby authorize Lee’s Tax City, LLC d/b/a 1040TaxBiz (“1040TaxBiz”) to initiate ACH debit and credit transactions to the banking institution and account provided below for the purpose of processing tax preparation revenue transactions, program fees, software fees, and any authorized charges related to my participation in the 1040TaxBiz program.

This authorization shall remain in full force and effect until 1040TaxBiz has received written notification from me (or us) of its termination or any changes to the account information provided. Such notification must be received in sufficient time to allow 1040TaxBiz and the financial institution a reasonable opportunity to act upon it.

Enrollment Fee & Payment Authorization

The Client understands and agrees that the standard enrollment fee for the selected program package is $499.00, unless otherwise stated in writing.

Option 1 – Pay Upfront

If the Client elects to pay the $499 enrollment fee at the time of signup, the payment method on file is authorized to be charged immediately.

Clients who pay the enrollment fee upfront may qualify for a $499 Enrollment Rebate if the Client successfully processes a minimum of five (15) funded bank products on or before April 15, 2027. Rebate eligibility is determined solely by 1040TaxBiz based on funded bank product activity and compliance with program requirements.

Option 2 – Deferred Enrollment Fee

If the Client elects not to pay the enrollment fee upfront, the $499 enrollment fee may be added to the Client’s account balance and deducted from taxpayer funding disbursements and/or other program proceeds until paid in full.

The Client authorizes 1040TaxBiz to deduct any outstanding balance from taxpayer funding transactions, revenue shares, or other amounts payable to the Client.

Any remaining unpaid balance must be paid in full no later than March 2, 2027. The Client authorizes 1040TaxBiz to charge the payment method on file for any unpaid balance remaining after such date.

If payment cannot be successfully collected, the Client’s software access, portal access, and related program services may be temporarily suspended until the balance is paid in full.

Clients who defer payment of the enrollment fee are not eligible for the $499 Enrollment Rebate promotion.

Choose Your Option Below:

ACH Authorization for Outstanding Balances

In the event 1040TaxBiz is unable to collect any outstanding balance through taxpayer funding deductions or the credit/debit card on file, the Client authorizes 1040TaxBiz to initiate an ACH debit transaction for the remaining balance using the banking information provided below.

Backup Payment Authorization

In the event of a returned ACH transaction, failed ACH debit, insufficient funds, rejected payment, or unpaid weekly e-file fees, the Client authorizes 1040TaxBiz to charge the credit/debit card on file as a backup payment method for any outstanding authorized balance.

Authorization Acknowledgment

By signing below, the Client acknowledges and agrees that:

• The payment methods provided may be used for authorized program-related charges;
• The Client is responsible for maintaining valid payment and banking information on file;
• Failure to satisfy outstanding balances may result in suspension of services and software access;
• All authorized charges are subject to the terms of the Client Agreement and applicable program policies.

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