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Tax Credit Processing Agreement

Let us process your tax credits

You're ready to start screening for tax credit eligibility with SynergiPro. Let us take care of the rest! Tax credit processing is billed on a per-application-basis. Our fee is $142.50 per tax credit application filed with the agency and $9.95 per month. If you have any questions, please contact us at (800) 201-4839.

Scroll down to read all of the agreement then submit.


Agreement for Job Tax Credit Services

SCOPE OF ENGAGEMENT. Synergi shall work with client to:

Identify, Process and Calculate Federal Tax Credits. (This includes all Work Opportunity Tax Credits (WOTC) requiring certification from State Agencies, Geographic-Based Incentives ("GBI") Services and all other available Federal Tax Credits to include those related to, the FICA Tip Tax Credit, the Native American Employment Credit (IETC), Empowerment Zone (EZ) and Disaster Zone Relief tax credits and any other applicable federal credit that may be established during the term of this agreement.

Identify, Process and Calculate State Tax Credits. (This includes all state incentives and credits available at the state level including Puerto Rico and any other US territory).

During the term of this agreement, the Parties agree that Synergi will have the exclusive right to perform the outlined services at all existing or future qualifying locations operated by Client. Synergi agrees to diligently pursue all federal and state tax incentives and credits for Client as allowed by the federal and state tax credit programs.

TERM. This Client Services Agreement ("Agreement") shall be for an initial term of one (1) year from the Effective Date and shall automatically renew for successive one (1) year terms unless either party provides the other with written notice of termination at least ninety (90) days of the current term ending before terminating the Agreement.

TERMINATION. Either party may terminate this Agreement if the other party has materially breached the Agreement, provided that the party claiming breach must give the other party at least 30 days prior written notice to cure the breach before terminating this Agreement. Upon termination, Client shall be obligated to immediately pay all open invoices and all future invoices for work in process upon receipt of the invoice. This paragraph shall survive the termination of this agreement.

AUTHORITY. Synergi does not provide tax advice, tax filings, or CPA services. Synergi is not a tax preparer and, therefore, disclaims all responsibility for preparation of Client's federal and state tax returns. Synergi will not render or be required to render any service that could be interpreted as the practice of accountancy.

FEES. Client shall pay Synergi an processing fee of $142.50 per tax credit application. In the event that a tax credit application is denied by an agency, Client shall receive a credit to be used for a future tax credit application.

All certification, vouchering, and application fees charged by states and agencies to process the tax credit or incentive shall be the sole responsibility of Client.

Client understands that Synergi is being engaged to identify, calculate, and invoice Client for all federal tax credits and State tax credits and incentives. Client will pay invoices according to the terms of the Agreement. If Client has taken past tax credits and does not want Synergi to pursue certain credits, Client must notify Synergi via email or letter of tax credits the Client is already taking. Or Client may provide a copy of its tax returns or tax forms 5884, 5884-A, 8844, 8845, 8861 and 8846 for the Client's previous 3 years of business within 5 business days of the Contract date by Certified Mail. By providing the returns or tax forms, Synergi can determine credits the Client may have already filed. Failure to provide information outlined above will obligate Client to be responsible for payment on all credits identified by Synergi.

FEE REFUNDS. Synergi will refund any portion of the fee attributable to credits or incentives which are ultimately disallowed by the appropriate taxing authority, provided Synergi is given the opportunity to defend the correctness of the claimed incentive or credit.

CUSTOM DEVELOPMENT. Synergi offers custom web development at a rate of $95 per hour.

ACCESS & DATA. Client grants Synergi reasonable limited access, for the duration of the Agreement, to data necessary to perform the Services (the "Client Data"). All Client Data provided to Synergi shall be deemed Confidential Information.

If Client does not provide payroll data at the frequency agreed to below, Client will be billed $200 for each WOTC certification Synergi has received from the State Certification Agency in the States the Client has locations.

Frequency of payroll provided will be monthly.

Should Synergi be required to correct the data for Client, custom data conversion fees will be based on actual hours required at $150 per hour. Synergi will provide Client an estimate of time required and will obtain prior written approval before commencing work

INDEMNIFICATION BY CLIENT. Client agrees to indemnify, defend and hold harmless Synergi, including its directors, officers, employees and agents, from and against all losses, suits, claims, damages (consequential or otherwise), demands, causes of action, liabilities, fines, penalties, costs or expenses (including reasonable attorney's fees and other costs of defense) of whatever kind or nature.

LIMITATION OF LIABILITY. EXCLUDING DAMAGES, COSTS AND EXPENSES ARISING FROM INDEMNIFICATION, NEITHER PARTY SHALL BE LIABLE TO THE OTHER PARTY FOR CONSEQUENTIAL DAMAGES, INCLUDING ANY LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, OR OTHER SPECIAL, INCIDENTAL, EXEMPLARY, PUNITIVE OR INDIRECT DAMAGES ARISING FROM OR RELATING TO THIS AGREEMENT, REGARDLESS OF HOW CAUSED OR THE THEORY OF LIABILITY. THIS LIMITATION SHALL APPLY EVEN IF SUCH PARTY HAS BEEN ADVISED OR IS AWARE OF THE POSSIBILITY OF SUCH DAMAGES.

NOTICES. Any notice required or permitted under this Agreement will be deemed to have been given when personally delivered, deposited with a nationally recognized courier or sent by registered or certified US mail, return receipt requested, postage prepaid, to the other Party at the address set forth at the beginning of this Agreement.

MISCELLANEOUS. From time to time, and in connection with providing certain types of credits and incentives, Synergi may use a subcontractor.

This Contract shall be governed by the laws of the State of South Carolina and both parties agree and consent to the jurisdiction of the state and/or the federal courts of the State of South Carolina for determination of disputes between them. The Client also agrees that this Agreement constitutes the entire understanding between the parties and may only be modified in writing with the mutual consent of both parties. Synergi and the Client have executed this Service Agreement on the date hereafter given.