TAX SERVICES AGREEMENT
Thank you for selecting us to assist the Company with tax services.
This Tax Services Agreement (“Agreement”) is entered into between Triple Crown Tax & Services (“we,” “our,” “us”), located at 4441 Old Winter Garden Rd, Orlando, FL 32811, with contact number 407-715-4906 Ext 4 and website www.triplecrowntax.com, as defined below (“Company,” “you,” “your”). The written order form(s) executed by you and us, including any scope(s) of work appended thereto (the “Order Form”) together with this Tax Services Agreement are referred to herein as the “Agreement.” The Effective Date of this Agreement is the date that the first Order Form has been signed by both you and us. If the Order Form contains additional terms and conditions, then those terms and conditions govern to the extent they conflict with any terms and conditions in this Tax Services Agreement.
The purpose of this Agreement is to establish the terms of our engagement and the services we will provide.
IRS Regulation 26 C.F.R. § 301.7216-3 Consent to Disclosure and Use
Please note that we may perform any or all of our obligations hereunder through a third-party tax service provider, including in each case its Affiliate(s), some of which may be located outside of the United States (each service provider and its Affiliates, a “Service Provider”) and/or our Affiliate(s), some of which might be located outside of the United States. These Service Providers and/or we and our Affiliates may use subcontractors, some of which may be located outside of the United States. In such event, we will remain liable to you for any nonperformance of the Agreement by us caused by an act or omission of the applicable Service Provider.
You hereby consent to:
Triple Crown Tax and/or its Affiliate(s) (“Triple Crown Tax”) disclosing your information required to provide tax services (this information is referred to in this paragraph as the “required information” and it includes, for example, your financial and business information, entity and ownership information, complete tax return(s) in Triple Crown Tax’s possession, and other tax return information communicated through Triple Crown Tax’s systems) to us and our Affiliate(s) and/or Service Provider(s), as applicable.
Our and our Affiliates’ and Service Providers’ use of the required information to provide the tax services, including disclosure to, and use by, subcontractors to provide the tax services.
The disclosure and use of the required information outside of the United States to provide the tax services.
Our disclosing your complete tax return(s) and other tax return information to Triple Crown Tax to share it with you through Triple Crown Tax’s systems and facilitate completion of your tax return(s).
Triple Crown Tax using your complete tax return(s) from the tax services, required information, and other tax return information communicated through Triple Crown Tax’s systems to perform and improve its services, including, for example, use in bookkeeping and other services and disclosure to potential partners for evaluation purposes and service providers for processing purposes.
Disclosure of the required information and tax return information in response to state subpoenas and grand jury subpoenas, subject to notice to you of the same to the extent permitted by law.
Contact your Triple Crown Tax account manager if you want to limit Triple Crown Tax’s disclosures of your complete tax returns. Contact us if you want to limit disclosure of your complete tax return(s) to Triple Crown Tax. The tax services are offered on a subscription basis. This consent applies to required information, complete tax returns, and other tax return information communicated through Triple Crown Tax’s systems for the initial subscription period and subsequent renewal periods. This consent is valid with respect to Triple Crown Tax’s use of your information for services performance and improvement purposes for as long as Triple Crown Tax has a business purpose for using the information, and with respect to other uses and disclosures until the statute of limitations to assess any tax by the Internal Revenue Service or other applicable state agency with respect to the applicable tax return has expired.
We shall have in place with the applicable Service Provider at all relevant times a written agreement obligating the applicable Service Provider (including its Affiliates, if and as applicable) to comply with confidentiality obligations protective of all such information substantially similar to those contained in this Agreement.
Services
Tax Preparation Services
If you purchase our tax preparation services (as reflected on your Order Form), we expect to perform the following services (the “Tax Preparation Services”):
Prepare the federal, state(s), and local income tax returns with supporting schedules, based on financial statements that accurately represent the financial activity of the Company provided by the Company.
Any additional tax returns or other government filings for the Company not included in the Order Form must be requested in writing by the Company and accepted in writing by us, and will then be subject to the terms and conditions of this Agreement.
Except as specifically provided in an Order Form, this engagement and the Tax Preparation Services do not include any returns other than income tax returns (including without limitation sales or use tax returns) and do not extend to determining the Company’s filing requirements or nexus in any particular taxing jurisdiction. We may be able to assist you in the preparation of these filings if requested.
Records
We or the Service Provider will retain copies of the records you have supplied to us along with work papers for your engagement for a period of seven years from the due date of the applicable return (including extensions). Please notify us within this period if you need copies of any of these materials. After seven years, work papers and engagement files will be destroyed. Your original records will be returned to you at the end of this engagement. Working papers and files that we or the Service Provider maintain are not a substitute for your original records, and you should arrange for secure storage of the originals.
III. Fees
Our fees for these services are as set forth in the Order Form.
Rights and Protections
You retain the right to terminate our services upon written notice to us at any time, and we retain the right to resign at any time upon written notice to you. If we resign, we will provide you with a full or partial refund of any amount prepaid for services that have already been rendered.
Confidentiality
The provisions of Section 3 (Confidentiality) of the Triple Crown Tax Subscription Agreement available at www.triplecrowntax.com/terms apply mutatis mutandis to the parties of this Agreement.
Miscellaneous
This Agreement constitutes the entire agreement between you and us with respect to its subject matter and supersedes any and all prior agreements, discussions, negotiations, and offers.
This agreement will be effective as soon as you sign it.