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🎉🎉We Are Sponsoring Your Start
Claim it before December 31, 2025

To support new tax professionals entering the field, Fixer Financial Services is currently waiving the enrollment fee for individuals accepted into the program. This sponsorship covers your onboarding, access to our systems, and startup support.

However, please note that this is a limited-time opportunity. The enrollment fee will be required for all enrolled starting January 1, 2026. 

We created this sponsorship to help motivated individuals overcome early financial hurdles and access the training, tools, and support they need to launch a successful tax career.

If you’re ready to get started, take advantage of this waived fee while it’s available.

Agreement

PTIN HOLDER AGREEMENTIndependent Tax Preparer Agreement (PTIN Holder)Effective Date: [Insert Date]

This Agreement is between Fixer Financial Services ("Company") and the undersigned Independent Tax Preparer ("Preparer").

1. Services ProvidedPreparer agrees to provide tax preparation services using the Company’s branded software and under the Company’s EFIN.

2. CompensationPreparer will receive a fixed fee per funded return, as agreed upon before the tax season. The Company collects all client payments and backend service bureau/bank product fees.

3. Payment TermsPayments to Preparer will be disbursed [weekly] via direct deposit based on finalized and funded returns.

4. CompliancePreparer must follow all IRS guidelines, including due diligence and confidentiality. Any fraud, negligence, or misconduct will result in immediate termination.

5. Use of Company EFINPreparer is strictly prohibited from filing tax returns outside of the Company’s system using the Company’s EFIN.

6. ConfidentialityPreparer agrees to protect all client and Company data and will not disclose information to any third party. This clause remains in effect after termination.

7. EquipmentPreparer must maintain secure working conditions including: computer/laptop/tablet , printer/scanner, secure high-speed internet, lockable file storage, and antivirus protection.

8. TerminationThe Company may terminate this Agreement at any time due to inactivity, non-compliance, or misconduct.

 

 

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EFIN HOLDER AGREEMENTEFIN Holder Software Access AgreementEffective Date: [Insert Date]

This Agreement is between Fixer Financial Services ("Company") and the undersigned EFIN Holder ("EFIN Holder").

1. Software AccessCompany grants EFIN Holder seasonal access to TaxSlayer software under the Company’s service bureau.

2. Branding OptionsEFIN Holder may select:

Branded Access: Includes portal customization with logo, colors, and marketing templatesNon-Branded Access: Generic platform with no customizations3. FeesEFIN Holder agrees to pay a flat seasonal software access fee of $599 nonbranded branded $999 (add on fees) .4. Service Bureau FeeIf EFIN Holder uses bank products, a $_10__ per return Service Bureau Fee will be deducted and routed to the Company by the bank partner.

5. Compliance & SupportEFIN Holder agrees to IRS rules, bank product setup via Company’s affiliate bank portal, and will not misuse the platform.

6. ConfidentialityEFIN Holder agrees to keep client, software, and Company-related data confidential.

7. TerminationCompany may terminate access for non-payment, non-compliance, or misuse of the software

Please Select:
PTIN Holder no revenue split $199
EFIN Holder no revenue split non branded $599
EFIN Holder no revenue split branded starting at base $999
Date you signed
Month
Day
Year
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