Service Bureau Disclosures

Service bureau partners operate as independent EROs. R&A Pro-Tax Software Solutions provides software, training, banking integrations, and back-office infrastructure but does not assume liability for partner-prepared returns.

Fee splits, revenue shares, and settlement timelines are defined in the executed Service Bureau Agreement. Bank product settlements follow the disbursement schedule of the applicable bank partner.

Partners must maintain valid EFIN, PTIN, state credentials, and IRS Publication 4557 written information security plan (WISP).

Questions? Contact compliance@rossandassociates-protax.com · 725.201.7440 · Secure Fax 725.777.4487.