Thank you for joining our team! This portal is designed to guide you through each stage of the EFIN enrollment and compliance process. Please complete the forms in the order provided to ensure a smooth onboarding experience.

Process Overview:

• Enrollment Phase: Complete initial forms to confirm your participation and compliance.

• Ongoing Compliance: Regular check-ins and documentation to stay compliant.

• Operational Support: Access tools and resources essential for daily operations.

• Annual Renewal: Yearly compliance to maintain enrollment status

• Performance Review: End-of-season evaluations and feedback collection.

Please start with Packet 1 (Enrollment Packet) and follow the sequential order provided. Each packet covers a specific phase of the onboarding process.

If you have any questions at any point, feel free to contact our support team at Imt@lawsonmobiletax.com.

By enrolling in an EFIN package with lawson Mobile Tax (LMT), you agree to adhere to the program's terms and conditions. This includes complying with IRS guidelines, submitting accurate information, and following all specified processes. Please review the following terms and confirm your acknowledgment to proceed

LMT Provides EFIN application assistance, security compliance training, access to tax software and CRM tools, and amrketing resources as outlined in your selected package. The specific services you receive depend on you your package choice:

• 75% Split Package - $7,000: support for up to 10 preparers, including basic marketing materials and annual compliance review.

• 80% Split Package - $9,000: support for up to 15 preparers, with enhanced resources such as additional marketing materials, quarterly compliance reviews, and priority support.

• No Split Package - $12,000: support for unlimited preparers, comprehensive marketing and training resources and monthly compliance reviews.

you are responsible for ensuring ongoing IRS compliance, including maintaining up-to-date records and following IRS-mandated data security protocols. LMT will provide training and support resources, but adherence to compliance regulations is your responsibility

All fees are non-refundable once services are rendered. Payment is due upon completion of the form, or as outlined in the package details. You agree to remit payment as per selected package fee:

• 75% Split - $7,000

• 80% Split - $9,000

• No split - $12,000

For additional service beyond those provided in the chosen package, further fees may apply. Details of these will be discussed if required.

As an independent contractor under LMT's EFIN support program, you agree not to disclose any confidential information provided by LMT, including but not limited to training materials, software access, and CRM data. You also agree not to compete with LMT by offering EFIN assistance or similar service to third parties during your time with us and for a period of one year afterward

LMT reserves the right to terminate your enrollment in the EFIN program in cases of non-compliance, payment delinquency, or breach of terms. In such cases, all access to software, CRM, and support will be revoked.

All prepares associated with Lawson Mobile Tax (LMT) are required to complete compliance and security training. This training ensures that all team members understand and follow IRS-mandated data protection and security protocols.

Please confirm your completion of the training below.

The security and compliance training covers the following topics:

• IRS Data Protection and Security Standards

• Best Practices for handling Sensitive Information

• Steps for Preventing Unauthorized Acess to Client Data

• IRS Requirements for Electronic Filing Security

If you have not yet completed this training, please contact your supervisor for access to the necessary materials before proceeding with this confirmation

By completing this section, you confirm that you have received, reviewed, and understood the security protocols covered in the training. You also agree to adhere to these protocols at all times when handling client information.

In compliance with IRS data protection standards, all clients holding an EFIN are required to have a documented incident responce plan This plan should outline procedures for managing and reporting any security incidents. Please confirm your compliance and provide the details below

Provide the contact information for the primary and secondary incident response contacts.

By completing this form, you confirm that your organization has an effective incident response plan in place and that you will adhere to IRS-mandated security and reporting protocols.

As part of your EFIN enrollment package, you have access to a range of marketing materials and support resources to help grow your tax preparatation business. Please select the materials you would like to receive below.

4. Confirmation and Signature

Thank you for selecting an EFIN enrollment package with Lawson Mobile Tax (LMT). Please review the payment details below and confirm authorization to proceed with processing your payment. This will enable us to begin the EFIN enrollment and support process.

By authorizing this payment, you agree to remit the total amount associated with the selected package. All fees are non-refundable once services are rendered. If additional services are requested beyond the selected package, further fees may apply. Any applicable fees will be discussed with you prior to additional services being provided.

By checking the box below and providing your digital signature, you authorize Lawson Mobile Tax (LMT) to process the payment for your selected EFIN enrollment package.