Put the expectations in writing before tax season starts.

Bringing tax preparers into your office means giving them access to your systems, training, resources, clients, and potentially confidential business information. A handshake and a conversation aren't enough.

The Independent Contractor Agreement is a customizable template designed to help tax office owners document the working relationship between their company and independent tax preparers.

The agreement establishes the contractor relationship and addresses the preparer's role in providing tax preparation, filing, and refund fulfillment services using the company's systems.

Instead of starting with a blank document every time you add a preparer, you'll have a structured agreement you can customize for your company, compensation structure, tax season, and individual contractor.

What’s Included

The agreement includes provisions addressing:

Independent Contractor Relationship Establishes the preparer as an independent contractor rather than an employee, partner, or agent of the company.

Contractor Duties & Responsibilities Addresses responsibilities such as maintaining a valid PTIN, providing equipment, and following applicable requirements while the company provides software, training, support, and resources.

Compensation & Funding Provides space for establishing compensation terms and addresses payment timing and return funding.

Confidentiality & Proprietary Information Helps establish expectations for protecting confidential and proprietary company information.

Client & Employee Non-Solicitation Includes provisions addressing the solicitation of company clients and employees.

Liability & Indemnification Addresses responsibility for preparer errors or omissions and includes provisions concerning claims resulting from contractor actions.

Termination Terms Establishes a process for ending the contractor relationship and returning company property and confidential information.

Contractor Information & Signatures Includes designated fields for preparer information, PTIN, compensation plan, contact information, signatures, and dates.

How This Template Can Help

Use the Independent Contractor Agreement to:

Establish expectations before a preparer begins working with your office
Document compensation arrangements
Define contractor responsibilities
Address access to confidential company information
Establish expectations surrounding clients and company resources
Create consistency when onboarding multiple preparers
Keep signed agreements as part of your office records
Reduce the need to create a new agreement from scratch each tax season

Who Is This For?

This template is ideal for:

EROs building a tax preparation team
Tax office owners working with independent preparers
Growing tax offices onboarding additional PTIN holders
Service Bureaus providing operational resources to their EROs
Tax professionals who need a starting point for documenting contractor relationships

What You’ll Receive

You'll receive a 5-page customizable Independent Contractor Agreement template created specifically with tax preparation businesses in mind.

The template includes fillable/customizable areas for your company information, tax preparer information, compensation plan, applicable tax season, agreement dates, and signatures.

Important Information

This is a digital legal template. No physical product will be shipped.

This template is provided for general informational and business-use purposes and does not constitute legal advice. Employment and independent contractor laws vary by jurisdiction and individual circumstances. Purchasers should have the agreement reviewed by a qualified attorney and customize it for their business, state, contractor relationship, and applicable laws before use.

Important: Simply labeling a worker an independent contractor in an agreement does not determine their legal worker classification. Business owners remain responsible for properly classifying workers under applicable federal and state law.

Purchase provides a license for the purchaser to customize and use this template within their own business. The original template may not be resold, redistributed, shared, sublicensed, or provided to others for their independent use.

Due to the digital nature of this product and immediate access to the materials, all digital product sales are final and non-refundable. No refunds, returns, exchanges, or cancellations will be provided after purchase.