Junior enrollment includes the following TMB Partner benefits:

US Web-Based 1040 Program

Bank Product & Service Bureau Fees

One Time Set Up Fee: $35.00

Program Yearly Pricing

Junior $497.00

Approved Bank Processors:

• Santa Barbara Tax Products Groups (TPG): $42.95

• Refund Advantage (RA): $45.95

Software & Partner Support Fee:

Service Bureau Fee: $99.00

Tech Fee: $47.00      

Transmission Fee: $23.00                

Total: $169.00

By signing below I agree to above fees, services, and product description and inclusions. I understand that software set up and delivery takes approximately 5-7 days. 

All ERO and tax pro training (if included in your program) is released within 15-20 minutes via our learning portal. Please remember to whitelist our email and check your spam. 

All custom software builds are delivered as soon as they are built and become available. Some trainings are live and require participation for a passing score.  CRM Software customizations or SB builds will require training and onboarding meetings are required for final delivery, no exceptions. 

A link will be provided to you via email within 48 hours to schedule build out onboarding. I agree to commit to responding to all communication and requests from TMB Tax Bureau, TMB Tax & Associates and any of its subsidiaries in a timely fashion to assist in a prompt delivery of my designs, portals, and to gain access to all software.

This license and services order is incorporated into the TMB Tax Bureau license and services agreement executed by the parties involved. TMB Tax Bureau reserves the right to alter pricing in the event of changes in the banking industry or changes in government regulations. 

Software

License agrees to the pricing listed above. Licensee agrees to use an Integrated Banking Partner** to process all bank products associated with a return created in the software and electronically filed via the services. Taxpayers retain the ability to designate an account for a direct deposit of their refund, as required by law. The Service Bureau will immediately shut down access to Software and Services in the event of a breach of this Section. 

Fraud: 

Licensee holds all parties harmless for the discontinuation of software and services for all damages if software and services are discontinued under this Section, and acknowledges that a non-integrated bank creating returns via the software and services may or may not be compliant with all applicable laws and regulations.

 ** “Integrated Banking Partner” refers to a provider of bank products who has (1) Fulfilled all laws, rules and regulations promulgated by federal and state governments and agencies, and (2) Provided approved documents in a timely manner for integration with the software and services to ensure tax preparer’s compliance with all laws, rules, and regulations promulgated by federal and state governments and agencies.

Resources

I understand that all information, forms, education, software, presentation, graphics, test, quizzes, videos, meetings, and marketing materials provided during or as a direct result of my enrollment in any program, workshop, course or mentorship remains the property of TamikaMarie, TMB Tax & Associates, TMB Tax Bureau or any of their intellectual partnerships and affiliate offers. I agree not to copy, share, reproduce or otherwise attempt to distribute or redistribute this information to any other source, person, or entity without the express written permission of TamikaMarie Smith, TMB Tax Bureau and/or TMB Tax & Associates. Any attempt to circumvent the direct compensation process will result in immediate dismissal from any enrollment/programs without a refund.

ERO CONTRACT 

This Agreement is made on [Date], between TMB Tax Bureau, hereinafter referred to as the "Service Bureau", and [ERO Name}, hereinafter referred to as the "ERO".

1. Purpose of the Agreement:

The purpose of this Agreement is to outline the terms and conditions under which the Service Bureau will provide bank products to the ERO’s clients.

2. Responsibilities of the ERO:

a) The ERO agrees to offer the bank products to its clients in a professional manner.

b) The ERO will ensure that all client information is accurate and will obtain necessary permissions before sharing any client data with the bank.

c) The ERO will comply with all federal, state, and local regulations related to tax preparation and bank products.

3. Responsibilities of the Service Bureau:

a) The Service Bureau agrees to process tax refunds and provide bank products as described in the product literature.

b) The Service Bureau will provide the ERO with all necessary training and support related to its products.

c) The Service Bureau  will promptly address any issues or concerns raised by the ERO or its clients regarding software related issues.

4. Compensation:

Details of compensation, including fees, commissions, and any other financial arrangements, will be outlined in Exhibit A attached to this Agreement.

5. Termination:

Either party may terminate this Agreement with 30 days written notice. In the event of any breach of the terms of this Agreement, the non-breaching party may terminate the Agreement immediately.

Certainly! Here's a clause that addresses the conditions under which e-filing options may be shut down: E-filing Access Clause While TMB Tax Bureau does not disconnect access to the tax software for its users, we expressly reserve the right to disable or shut down e-filing options for any user. This action may be taken in the event that we are contacted by law enforcement or any regulatory authority regarding suspicions or allegations of fraudulent activities or any other illegal actions associated with the user's account. The decision to disable e-filing options under such circumstances is at the sole discretion of TMB Tax Bureau and is intended to uphold the integrity of our services and comply with legal obligations.

Mandatory Training Attendance Clause TMB Tax Bureau places a high emphasis on the quality and competence of its affiliates and partners. As such, certain training sessions have been designated as mandatory for successful completion and participation in our programs. Attendance at these mandatory training sessions is essential. Failure to attend, or repeated absences, may result in the participant not passing the training. TMB Tax Bureau reserves the right to terminate any participant from any program at any time for not meeting the attendance requirements or for any other non-compliance with our training standards. Decisions regarding attendance, completion, and termination are at the sole discretion of TMB Tax Bureau.

6. Confidentiality:

Both parties agree to maintain the confidentiality of all information obtained during the execution of this Agreement.

7. Indemnification:

The ERO agrees to indemnify and hold the Service Bureau's harmless from any claims, damages, or losses arising from the ERO services. Similarly, the Bureau agrees to indemnify and hold the ERO harmless from any claims, damages, or losses arising from the Service Bureau's products.

8. Governing Law:

This Agreement shall be governed by the laws of the State of Oklahoma .

9. Amendments:

Any changes or modifications to this Agreement must be in writing and signed by both parties.

Collaboration, Non-Disparagement & Mediation Clause Both the Electronic Return Originator (ERO) and TMB Tax Bureau deeply value the partnership and collaboration fostered between the parties. We are committed to working diligently and in good faith to ensure the success and satisfaction of our mutual endeavors. In the spirit of maintaining a positive and productive relationship, both parties agree not to make, publish, or communicate any statements or representations, online or otherwise, that disparage or could be detrimental to the reputation, business, or goodwill of the other party. Should any grievances or disputes arise between the parties, it is agreed that, before resorting to litigation, both parties will seek mediation to resolve the matter amicably. This commitment underscores our dedication to working together and addressing any concerns in a constructive and collaborative manner.

10. Entire Agreement:

This Agreement, along with any exhibits or attachments, constitutes the entire agreement between the parties and supersedes any prior understandings, written or oral, relating to the subject matter of this Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first above written.