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1040 TaxBiz Service Bureau Agreement

Legal Name:

Business Name:

Mobile Phone:

Office Phone:

Primary Email:

Physical Address (CANNOT BE A PO BOX):
City, State, Zip:

Package Cost

1040 TaxBiz Cost $499

Grand Total $499*

All payments Are Non-Refundable. Payment will be due at the time the agreement is completed.

This Service Agreement is made and entered into by and between Lee’s Tax City, LLC /dba: 1040 TaxBiz (hereinafter referred to as “1040 TaxBiz”) and (Hereinafter referred to as “Client”) (Collectively referred to as the “Parties”).

Terms Of Agreement:

1. Confidentiality

Each Party agrees to maintain in strict confidence all non-public, proprietary, or confidential information disclosed in connection with this Agreement, whether communicated orally, in writing, or electronically, and to use such information solely for the purpose of fulfilling its obligations under this Agreement.

Given the unique nature of this relationship, all terms of this Agreement—including, without limitation, any details pertaining to compensation or pricing—are considered strictly confidential. Any unauthorized disclosure or dissemination of such information, in whole or in part, may cause substantial and irreparable harm to 1040 TaxBiz.

In the event of a breach of this confidentiality provision, 1040 TaxBiz reserves the right to immediately terminate this Agreement and pursue any and all legal or equitable remedies available.

2. License and Services

a. 1040 TaxBiz grants Client a limited, non-exclusive, non-transferable license to use and distribute 1040 TaxBiz’s branded tax preparation software and related materials for an original term of one (1) year from the Effective Date continuing through November 15, 2026.
b. 1040 TaxBiz will provide:

Income tax electronic transmission and filing services and related tax return preparation software;
Installation and configuration support;
Training; and
Maintenance and coordination with financial institutions for tax refund anticipation and related financial products.

c. All software, products, and materials provided by 1040 TaxBiz remain the property of 1040 TaxBiz. Client’s right to use such materials automatically terminates upon expiration or termination of this Agreement.

3. Training and Support

a. 1040 TaxBiz shall provide Client with training and support during onboarding, installation, configuration, and data processing.
b. Client’s individual customer offices may not contact 1040 TaxBiz directly for support; all communications shall flow through the Client.

4. EFIN Registration and Bank Enrollment

a. Client is responsible for inputting and maintaining accurate customer data within their software dashboard.
b. Client is responsible for the accuracy of all individual office information and submission of data to the banking partner.
c. 1040 TaxBiz will assist Client as needed, but Client retains ultimate responsibility for facilitating bank enrollment and approval for each office.
i. Approval of any office’s enrollment application is at the sole discretion of the banking partner.
ii. 1040 TaxBiz will assist in the event of denial but cannot guarantee approval or access to any specific bank program.

5. Restrictions

Client may not copy, duplicate, reproduce, license, sublicense, transfer, or convey the software or any right therein without prior written consent of 1040 TaxBiz.

6. Payments and Fees

a. Client shall pay 1040 TaxBiz a non-refundable fee of $499 for setup and training of the licensed and branded software.
b. Client may add unlimited individual offices with no additional upfront fee; however, each office must transmit a minimum of ten (10) funded bank products by April 15, 2026. Any office failing to meet this requirement shall incur a $500 charge payable by Client to 1040 TaxBiz.
c. Fee limits are not determined by 1040 TaxBiz and are subject to change by third-party vendors.
d. As of the Agreement date, Client may add up to $99 to the Service Bureau fee.
e. 1040 TaxBiz will add $50 to the transmitter fee.

7. Intellectual Property

All provided services, business systems, software, and documentation remain the property of 1040 TaxBiz or its licensors. Client agrees to treat all such materials as confidential and proprietary and shall not disclose, copy, distribute, or otherwise make them available to unauthorized persons.

8. Security

Client is solely responsible for maintaining secure passwords, data protection, and system integrity. This includes, but is not limited to, active firewalls, antivirus software, and anti-spyware tools. Client is responsible for data backup and acknowledges that 1040 TaxBiz bears no liability for data loss.

9. Unforeseen Circumstances

1040 TaxBiz intends to honor this Agreement in good faith; however, the underlying software licensor (OLT) may amend its agreement with 1040 TaxBiz due to regulatory or IRS-mandated changes. In such cases, 1040 TaxBiz reserves the right to amend this Agreement accordingly.

10. Default

Client shall be in default if it:
a. Infringes any proprietary rights related to the software;
b. Becomes insolvent, files for bankruptcy, or ceases operations;
c. Fails to perform obligations, including transaction minimums or duties outlined herein;
d. Circumvents 1040 TaxBiz service fees;
e. Engages in unethical or illegal practices (e.g., falsifying documents, boosting returns, failing to secure taxpayer authorization, or misusing PTINs).

Upon default, 1040 TaxBiz may terminate this Agreement, pursue legal remedies, and cease Client’s access to all services. Obligations to maintain confidentiality and pay amounts due survive termination.

11. Indemnification

Client shall indemnify, defend, and hold harmless 1040 TaxBiz, its affiliates, and third-party providers against all claims, losses, damages, or expenses (including reasonable attorney’s fees) arising from any breach or negligent act or omission by Client, its agents, or employees.

12. Mutual Non-Disparagement

During the term of this Agreement and for two (2) years thereafter, neither Party shall make or publish any statement that could reasonably be perceived as disparaging to the other Party or its affiliates.

13. Governing Law and Remedies

This Agreement shall be governed by and construed under the laws of the State of Indiana, without regard to conflict-of-law principles. Venue for any dispute shall be in a court of competent jurisdiction located in Indiana.

14. Force Majeure

Neither Party shall be liable for failure to perform due to causes beyond its reasonable control, including but not limited to acts of God, government regulation, labor disputes, or system outages.

15. Construction of Agreement

All provisions of this Agreement shall be interpreted to be valid and enforceable. If any provision is held invalid, the remaining provisions shall continue in full force and effect.

16. Entire Agreement

This Agreement constitutes the entire understanding between the Parties concerning its subject matter and supersedes all prior communications. It may only be modified in writing, signed by both Parties. Waiver of any breach does not constitute waiver of future breaches.

I hereby consent to and acknowledge the terms described above. By endorsing this agreement, I comprehend that I am obliged to adhere to the terms and conditions outlined herein throughout the duration of the agreement period.

The credit card will be charged for the following circumstances:

For the purpose of paying the initial $499.00 cost of the program as advertised.

All payments Are Non-Refundable. Payment will be due at the time the agreement is completed.

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October 9, 2025 2:50 pm EST

SSB Agreement Uploaded by Brian Warden - brian@1040taxbiz.com IP 204.156.181.37

October 9, 2025 3:01 pm EST