Specific Terms for Each Package

FIRST YEAR PREPARER

Tier 1: 60/40 split : tax law training , software access , marketing materials, mentorship, client incentives, Tax advances, e-flyers for marketing, social media training and etc

EXPERIENCED PREPARERS

Tier 2 : 70/30 receives Tier 1 benefits but receives a higher revenue split.

This package is designed for tax professionals who wish to operate under the Opulence Financial Solutions brand while receiving professional guidance, training, and ongoing support. Each tax return will be thoroughly reviewed for accuracy and compliance before submission.

Tier 3: 70/30 split: proof of at least 10 clients required; includes Tier 1 and 2 benefits., business setup, mentorship, business growth strategies,business automations, credit repair perks.

This package is designed for tax professionals who want to establish and operate their own independently branded tax preparation business while continuing to receive professional guidance, training, and ongoing support. Each tax return will be carefully reviewed for accuracy and compliance before being submitted to the IRS.

TAX PREPARER REVENUE SHARE AGREEMENT

The parties agree to either a 60/40 or 70/30 revenue share on all income generated from tax preparation services provided by the Tax Preparer. The Tax Preparer's share will be paid out weekly, contingent upon the revenue being received by the Company.

The Tax Preparer must have a valid Preparer Tax Identification Number (PTIN) and shall provide a copy to the Company upon execution of this Agreement.

Tax Preparer will receive weekly payouts solely for bank product-paid tax returns. These payouts will occur only after revenue has been received by the Company.

CONFIDENTIALITY AND NON-DISCLOSURE

The Tax Preparer agrees to maintain the confidentiality of all proprietary information and client data obtained during the course of their work. This obligation extends beyond the termination of this Agreement.

The Tax Preparer agrees not to make any disparaging remarks or statements about the Company, its owners, or its employees, either during or after the term of this Agreement.

The Tax Preparer agrees to indemnify and hold harmless the Company from any claims, losses, damages, or liabilities arising from the Tax Preparer's actions, including but not limited to tax fraud or violations of applicable laws and regulations.

This Agreement may be terminated by either party with [number] days written notice. Upon termination, all rights and obligations under this Agreement shall cease, except for obligations regarding confidentiality and indemnification.

This Agreement shall be governed by and construed in accordance with the laws of the State of Texas.

• TAX PREPARER REVENUE SHARE AGREEMENT

  COMPLIANCE WITH COMPANY POLICIES AND PROCEDURES

  The Tax Preparer agrees to adhere strictly to the Company’s policies and procedures, including the due diligence process established by the Company. The Tax Preparer must comply with all IRS due diligence requirements, including but not limited to:

  • Earned Income Tax Credit (EITC)

  • Child Tax Credit

  • Filing statutes

  • Exemptions and deductions

  • State tax laws

  • Non-refundable credits

  • Refundable credits

  • Applicable IRS tax forms

  All tax returns prepared by the Tax Preparer will be reviewed by the Company prior to submission to the IRS. Should the Tax Preparer fail to follow Company policy, the Company reserves the right to withhold submission of the tax return to the IRS.

  The Tax Preparer is responsible for handling all client issues, including but not limited to:

  • Audits

  • Gathering necessary documentation and client information

  • Addressing client inquiries and concerns

     Professional Conduct, Exclusivity & Conflict Resolution Clause

   All mentees of Opulence Financial Solutions, agree to uphold the values of professionalism, respect, and integrity. Negative or derogatory remarks, public criticism, or any form of defamation directed toward Opulence Financial Solutions, its leadership, fellow mentees, or associated partners will not be tolerated.

   

  
  By signing this agreement, you acknowledge and agree that:

   

  
  No Bashing – Any public or private “bashing” (including but not limited to social media posts, group chats, or online reviews) that harms the reputation of Opulence Financial Solutions or its members is strictly prohibited.
  Exclusivity Commitment – Once you have signed this contract, you are committing fully to the Opulence Financial Solutions,mentorship program. You may not join, enroll in, or participate in any other tax preparation class, mentorship, or training program offered by another individual or company during your time in this program.
  Conflict Resolution & Exit Clause – In the event a mentee chooses to withdraw from this contract prior to completion of the program, the mentee agrees to pay a fee of $1,000.00 to Opulence Financial Solutions in order to be released from the contract.
  Defamation of Character – Any actions, statements, or publications (verbal, written, or digital) made with the intent to defame, slander, or damage the reputation of Opulence Financial Solutions, its leadership, or its affiliates may result in legal action. Opulence Financial Solutions, reserves the right to seek monetary damages and pursue all available legal remedies.
  Consequences of Violation – A violation of this clause may result in:
  
  Immediate removal from the mentorship program
  Termination of all benefits, rewards, and incentives
  Forfeiture of pending giveaways or access to program resources
  Legal collection of the $1,000 contractual release fee (if applicable)

• Training Attendance Requirement

  Attendance at all scheduled training sessions is mandatory. A team member who misses more than two training sessions—meaning a third absence—may be immediately removed from the training program and will forfeit eligibility to remain on or join the Company’s tax preparation team. Exceptions may be granted at the Company’s sole discretion for absences approved in advance, emergencies, or accommodations required by applicable law. Removal under this provision does not affect compensation already earned or any rights that cannot legally be waived.

  This Agreement constitutes the entire understanding between the parties and supersedes all prior agreements, whether written or oral.

  Any amendments to this Agreement must be made in writing and signed by both parties.

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

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