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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.

Which Path Is Right for You?

Fixer Financial Services – Tax Program Options:

PTIN Holder – New Tax Professional

  • Works under YOUR EFIN (Fixer’s)

  • Doesn’t need their own business setup

  • Learns tax prep and submits returns under FFS umbrella

  • Starts cheap $19

  • No team, no branding, just learning and earning


EFIN Holder – Independent Preparer (No Team)

  • Has own EFIN

  • Wants independence or building team

  • Uses your backend support, systems, maybe branding

  • No staff, no recruiting, just solo prep life or small team

  • Could upgrade to SB later


Sub-Service Bureau (SSB) – Team Builders - no available- Ready 2026

  • Has own EFIN

  • Operates as a white-labeled brand (branded or co-branded)

  • Has or plans to hire/train a team

  • Gets SOPs, marketing systems, white-label software

  • Uses Fixer’s framework to scale their own prep business

  • This is your real “franchise-style” model


Please Select which path you are following?

PTIN HOLDER AGREEMENT

Independent 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 Provided. Preparer agrees to provide tax preparation services using the Company’s branded software and under the Company’s EFIN.


2. Compensation. Preparer 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 Terms. Payments to Preparer will be disbursed [weekly] via direct deposit based on finalized and funded returns.


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


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


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


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

EFIN HOLDER AGREEMENT

EFIN Holder Software Access Agreement

Effective Date: [Insert Date]


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


1. Software Access. The Company grants the EFIN Holder seasonal access to the TaxSlayer software platform under the Company’s service bureau license.


Access is limited to the current tax season and intended solely for the EFIN Holder’s tax preparation business.


2. Non Branding Options. EFIN Holder understand this is a Non-Branded Access: Generic software access with no customizations.


3. Fees. The EFIN Holder agrees to pay a flat seasonal software access fee of $499 for non-branded access (plus any applicable add-on or bank product fees).


All payments are non-refundable and due prior to software activation.


Additional fees may apply for branding, training, or mentorship upgrades.


4. Compliance and Use. The EFIN Holder agrees to:

  • Comply with all IRS and state regulations governing electronic filing.

  • Complete bank product setup through the Company’s approved affiliate bank portal prior to transmitting returns.

  • Not share, transfer, or misuse the software or credentials for unauthorized purposes.

  • Maintain accurate and ethical due diligence practices for every client return.


5. Confidentiality. The EFIN Holder agrees to maintain the confidentiality of all client, Company, and software-related information.


No data, credentials, or access details may be disclosed to third parties without prior written consent from the Company.


6. Termination. The Company reserves the right to suspend or terminate software access immediately in the event of:

  • Non-payment,

  • Non-compliance with IRS or Company policies,

  • Misuse, fraudulent behavior, or breach of confidentiality.

Termination does not relieve the EFIN Holder of financial obligations incurred prior to termination.


Acknowledgment

By signing below, the EFIN Holder acknowledges that they have read, understood, and agree to the terms of this Agreement.

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Please Select:
Indeed New Tax Professional- Sponsor $199
PTIN Holder no revenue split $199, $19 deposit
EFIN Holder no revenue split non branded $499
Date you signed
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