Independent Tax Office Responsibilities:
- Tax Office is authorized to use Nexus United property ONLY when conducting tax prepartion or natural course of business
- Commissions will be distributed only after a file is complete and funded per the following:
- 1. All pertinent Nexus United Group Filing Forms are signed by Client. ( Ex: 8879, 8867, 1040, Bank, Etc)
- 2. All EPS-Bank products and Nexus Compliance Forms are signed by Client.
- 3. Client File in Nexus United MOM- Multi Office Management is Complete, including the following:
- A. Permanent Docs are uploaded (ID(s) with exp. Date, SS Cards, Dep. Birth Certs…etc.)
- B. Account Docs are uploaded (Office File, Tax Return, Required Signature Docs, Supporting Docs…etc.)
- C. Transaction Information is accurate and Client Balance is $0.
Direct Deposit Information: