2008 Contract

Action Tax & Bookkeeping Services LLC

PO Box 149, Grantsville, UT 84029

We at Action Tax & Bookkeeping Services LLC (hereafter referred to as Action Tax & Bookkeeping) would like to welcome your new office. We look forward to working with you and helping you to make your office a great success. We would like you to review and sign this contractual agreement with Action Tax & Bookkeeping and return with your set up fee. Software will not be shipped until full payment is received. This contract is in effect for a one year period only.

Part 1:

1. You agree to pay the following fees as a member of our " Home Office Program". 

 $975 *  + $20.00 S&H Fee

This fee provides you with a one year membership in Action Tax & Bookkeeping's "Home Office Program". This includes, tax software needed for personal tax preparation for Federal and all states, Business return software, electronic filing, RAL & Bank product set up, training and marketing ideas provided by our company. This fee is paid annually and is subject to change. If you choose to renew your contract with us next season, you will be notified of such changes as soon as they become available to us. 

 No software will be shipped with out payment in full. A shipping fee of $20.00 must be included with your payment.  Software will not be shipped with out your shipping fee.  

2. You agree to participate in the Electronic filing program and will obtain a current EFIN# with the IRS. Applications can be submitted starting in August. 

3.  This season there will be FREE E-filing with only Bank product fees charged. You agree to pay a fee of $6.00 per RAL or Bank Product.  Accounts not paid in a timely manner will be subject to deactivation. Any balance remaining past 30 days is subject to a $5.00 late fee and a 1.2% finance charge per month.

4. If your office chooses to participate in the RAL program an application to the participating Bank will be submitted for approval with your office information. You will need to provide your bank deposit information to receive your tax preparation fees. We reserve the right to withhold any fees on past due accounts. You also agree to return any unused check stock and client applications to the Bank per their requirements at the end of tax season. This includes all voided checks. You also agree to follow all applicable requirements set forth by the bank. You MUST have a Laser printer to offer RAL & Bank products. 

5. Business returns will be included in the main package set up at no additional cost. This includes your Federal & available State forms.  

5. You are permitted to make use of the name Action Tax & Bookkeeping Services for your business if you choose to do so.  

You are also free to use your own business name. You agree to use the name of Action Tax & Bookkeeping Services only while associated with Action Tax & Bookkeeping and performing the type of work associated with our business, ie; tax preparation, electronic filing, bookkeeping services. If you choose to use your own business name, you agree to display a sign in your place of business indicating that you are working in association with Action Tax & Bookkeeping Services. You also agree to discontinue the use of the name Action Tax & Bookkeeping Services should our association be terminated.

7. You agree to conduct your business and maintain records as outlined by the IRS and your State Tax Commission. You also agree to follow all state and local laws regarding this type of business in your area.

8.You agree that in the event you choose to expand your business in the same manner as Action Tax & Bookkeeping, existing Action Tax & Bookkeeping Services contracted offices will be excluded from solicitation for a period of at least 36 months.

I____________________________(signature) hereby agree to the terms set forth in this contract between my self and Action Tax & Bookkeeping Services on _______(date). Please see part 2.

Part 2:

Part 2 of this contract consists of what we at Action Tax & Bookkeeping Services agree to provide you as long as your associated office continues to operate.

1. We agree to provide you with quality tax software and electronic filing and in a timely manner for tax season in accordance with the terms outlined in Part 1 of this agreement. You are expected to load and test your software as soon as possible after receiving it. Each computer system is different and may need individual attention to get it up and running properly. This help will be provided to you from Action Tax & Bookkeeping Services and the technical support department of our software distributor. Refunds are not issued on already received software. In the case of a shipment of bad disks, a new set of disks will be sent. NO REFUNDS will be issued after October 1st of 2007. 

2. We agree to advise and assist you in establishing your client base. We will provide you with ideas and marketing materials for you to make copy of.

3. We agree to provide you with training and assistance in the preparation of tax returns, electronic filing and the use of the provided software. We also agree that if a return becomes to complicated to handle by phone or E-mail, you may send the return to us for preparation and it will be returned to you. A counseling fee may be charged for returns sent to us for preparation, but the fee will be agreed upon by both parties on a per return basis.

4. We agree not to set up another associated Action Tax & Bookkeeping Services office in an area of your existing business which would cause you competition for your client base. Unless requested and agreed upon by all parties.

5. Although you will be operating as a satellite office of Action Tax & Bookkeeping, you will remain an independent operator. This is your business and you are responsible for all related expenses to your business such as advertising, equipment, maintenance, supplies and long distance phone charges. As we will also cover our own expenses when making contact with you. Taxes on your income is also your responsibility. You are responsible for the accuracy of your provided services ie; tax preparation, bookkeeping, payroll, etc. Action Tax & Bookkeeping Services will not be held responsible for any errors or omissions on work that your office performs and will not be liable for any fines, penalties or suits that may result thereof. There may be times in which a technical issue arises that we are not able to handle and it will become necessary to contact the software vendor. You will be responsible to make this contact if needed. However we agree to attempt to resolve any issue to the best of our ability. Training and software issues will be handled via e-mail, telephone, fax or regular mail. You will be provided access to the main offices and selected staff for this support.

A signed Contract must be sent before software is shipped. 

Action Tax & Bookkeeping Services agrees to the terms set forth in this contract between ourselves and___________________________(your signature) on ___________(date)

____________________________(signature of Action Tax Services Partner)

Please print this contract to return to us, a copy with our signature will be returned for your records.

Mail to: Action Tax & Bookkeeping Services

              PO Box 149

           Grantsville, UT 84029