Printable Version: The Income Tax School License Agreement
Money Back Guarantee on School Kits for Licensees
Book or Online Kits: The Income Tax School materials must be returned in reusable (sealed) condition within 15 days of receipt for a full refund, less shipping and handling fees, which are not refundable. Operator’s Starter Kit, License Renewal, Tax Practice Management Manuals and Business Start-up Guides are non-refundable.
The Income Tax School & Tax Practice Materials License Agreement for Tax Business Owner
IMPORTANT: The Income Tax School and/or Tax Practice Management Materials (“Materials”) which are the subject of this Agreement are proprietary products of The Income Tax School, Inc. (“ITS“). They are licensed, not sold, and are licensed to you only on the condition that you agree to and comply with this INCOME TAX SCHOOL & TAX PRACTICE MATERIALS LICENSE AGREEMENT (“Agreement”).
1. In consideration of and upon receipt of payment of the annual License Fee in the amount specified on the Order Form attached hereto/on the reverse hereof and incorporated herein by reference and subject to the following terms and conditions, ITS grants to you a limited term renewable non-exclusive, nontransferable, non-assignable license to use at the location (if any) set forth on the Order Form, the Materials (including optional student access to the ITS e-learning system) indicated on the Order Form. You are licensed to use the Materials for your internal business purposes only and more specifically as follows: (a) For the ITS Materials, solely for the purpose of operating a tax preparation training program either in a classroom and/or via a home study correspondence course format, in each case only for you and your employees or prospective employees; and (b) as tools for managing your business in the case of the Tax Practice Management materials (collectively, the “Programs”). For avoidance of doubt, this license prohibits you from reselling the materials to any individual or entity with the sole exception of the sale of student text books to employees and/or students who you are training to become prospective employees of your tax business or for personal use. The Materials licensed hereunder do not include enhancements or updates. Such enhancements and updates must be licensed separately from ITS. Included with payment of the annual License Fee is telephone support as described at ITS’ Web site www.theincometaxschool.com for use by you in conducting the Programs (as herein defined). You agree to use reasonable efforts to protect the Materials from unauthorized use, reproduction, distribution, or publication and to promptly notify ITS if you become aware of any such unauthorized use, reproduction, distribution or publication.
2. ITS retains exclusive ownership of the Materials licensed under this Agreement. You acknowledge that the Materials are owned by ITS and are protected by United States copyright laws and applicable international treaties and/or conventions. You have not been granted any trademark license as part of this Agreement and may not use or trade under the name or marks, which you acknowledge are owned by ITS except insofar as they are incorporated into the ITS Materials (in which case, you will not alter them) or as otherwise agreed by ITS in writing. You may not remove or obscure any copyright or trademark notices on or in the Materials. You may not state or imply that you are affiliated with ITS in any way. The Materials shall not become subject to application for patent or copyright by you. Except in the ordinary course of conducting the Programs as permitted in Section 1, you shall not provide or disclose or otherwise make available the Materials or any portion thereof in any form to any third party. All of your employees having access to the Materials will be bound by confidentiality and non-competition agreements obligating them to the same extent you are obligated hereunder. You will not copy or reproduce any of the Materials by any means, except for forms, documents intended to be duplicated in the ordinary course of conducting or implementing the Programs. Should you copy any of the Materials in violation of this Agreement, you agree to pay ITS a fee of three times the then current purchase price of each unauthorized copy which amount the parties agree is a good faith estimate of the damages ITS will incur as a result of your unauthorized copying (and does not constitute a penalty).
3. During the term of this Agreement, neither you nor any of your employees or affiliates shall, directly or indirectly, compete with ITS in the business of operating any Program or providing materials intended for use in any Program in any area in which ITS operates, nor will you or any of your employees or affiliates attempt to hire any employee of ITS, encourage any employee to terminate his or her relationship with ITS, solicit or encourage any customer of ITS to terminate its relationship with ITS or to conduct with any other person or entity any business or activity which such customer conducts with ITS.
4. The Effective Date of this Agreement shall be the earlier of when you either sign the Order Form attached hereto/on the reverse hereof or sign this Agreement. The initial term shall expire on March 1 of the year next following the year in which the Effective Date falls. Unless earlier terminated in accordance with the terms hereof, this Agreement shall automatically renew for additional terms of twelve (12) months upon expiration on the then current term subject to advance payment of the then current annual renewal fee as set forth on ITS’ Web sites at www.theincometaxschool.com prior to renewal. This Agreement shall terminate at the end of the then current term in the event either of the parties notifies the other of non-renewal at least thirty (30) days prior to the end of the then current term or if the annual renewal fee is not paid prior to renewal. If the Agreement is not renewed, ITS may charge the New Licensee fee if a new Agreement is made. ITS may terminate this Agreement at any time in the event you breach any of the terms hereof. Except as set forth in Section 5, within ten (10) days of termination of this Agreement, you shall return to ITS all Materials in your possession or destroy such Materials and furnish ITS with a sworn declaration confirming such destruction. The provisions of Sections 2, 4, 6 and 7 shall survive termination of this Agreement.
5. Subject to the terms and required return data and certifications more particularly described at ITS Web sites at TheIncomeTaxSchool.com regarding its MONEY BACK GUARANTEE, within fifteen (15) days of receipt of ITS Materials, you may elect to terminate this Agreement and return The Income Tax School Materials to ITS for a refund of the license fee less shipping and handling charges provided The Income Tax School Materials are in re-sellable condition, in ITS’ sole discretion. Operator’s Starter Kit, Renewal License, Tax Practice Management Materials (Tax Practice Management Manuals and Business Start-up Guides) may not be returned for a refund.
6. YOU ACKNOWLEDGE THAT INCOME TAX PREPARATION RULES, REGULATIONS AND METHODS ARE SUBJECT TO CHANGE AND ARE OF SUCH COMPLEXITY THAT THE MATERIALS MAY BE INACCURATE, INCOMPLETE OR CONTAIN DEFECTS. THE MATERIALS ARE PROVIDED “AS-IS” WITHOUT WARRANTY OF ANY KIND INCLUDING ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, QUIET ENJOYMENT, ACCURACY AND NONINFRINGEMENT. ITS SHALL HAVE NO LIABILITY OR RESPONSIBILITY FOR DAMAGES OF ANY KIND, HOWEVER CAUSED AND BASED ON ANY THEORY OF LIABILITY, INCLUDING SPECIAL, INDIRECT, PUNITIVE OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR RESULTING FROM ANY PROGRAMS, SERVICES OR MATERIALS LICENSED OR MADE AVAILABLE HEREUNDER OR YOUR USE OR MODIFICATION THEREOF. THIS LIMITATION SHALL APPLY EVEN IF ITS HAS BEEN NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT MAY ANY ACTION BE BROUGHT AGAINST ITS ARISING OUT OF THIS AGREEMENT MORE THAN ONE (1) YEAR AFTER THE CLAIM OR CAUSE OF ACTION ARISES, DETERMINED WITHOUT REGARD TO WHEN YOU SHALL HAVE LEARNED OF THE DEFECT, INJURY OR LOSS. THE ENTIRE AND AGGREGATE LIABILITY OF ITS AND YOUR EXCLUSIVE REMEDY SHALL BE, IN ITS’ SOLE DISCRETION, TO CORRECT ERRORS, OR TO REFUND THE ANNUAL LICENSE FEE PAID BY YOU FOR THE CURRENT TERM AND TERMINATE THIS AGREEMENT. ITS’ SHALL NOT IN ANY EVENT BE LIABLE FOR MORE THAN THE ANNUAL LICENSE FEE PAID BY YOU TO ITS FOR THE CURRENT TERM (WHETHER SUCH LIABILITY ARISES FROM BREACH OF WARRANTY, BREACH OF THIS AGREEMENT OR OTHERWISE, AND WHETHER IN CONTRACT OR IN TORT, INCLUDING NEGLIGENCE AND STRICT LIABILITY).
7. You are an independent contractor and are not an agent or employee of ITS and you have no authority whatsoever to bind ITS by contract or otherwise. You are responsible for obtaining and maintaining all licenses, permits and approvals required under applicable law to operate your business and the Programs. If you lose your license to operate as a tax preparation business under any state, local or federal statutes or regulation, you must immediately cease using the Materials and this Agreement will terminate. You may not assign this Agreement, by operation of law or otherwise, without the prior written consent of ITS. The parties to this Agreement hereby submit to the jurisdiction of the Federal and state courts located in Richmond, Virginia, in any action or proceeding arising out of, or relating to, this Agreement; and the parties waive all objections based on venue or forum non conveniens with respect to such courts. The parties agree that (a) all claims in respect to such action or proceeding may be heard and determined only in such courts and they agree not to commence any legal or equitable proceeding in any other court and (b) any arbitration or mediation arising out of, or relating to, this agreement shall take place in Richmond, Virginia. The validity, construction, and performance of this Agreement shall be governed by the laws of the Commonwealth of Virginia (excluding its principles of conflict of laws). This Agreement will not be governed by the United Nations Convention on Contracts for the International Sale of Goods, the application of which is expressly excluded. If any provision(s) of this Agreement shall be held to be invalid, illegal, or unenforceable by a court or other tribunal of competent jurisdiction, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby. No failure or delay by ITS in enforcing any right or remedy under this Agreement shall be construed as a waiver of any future or other exercise of such right or remedy by ITS. This Agreement constitutes the sole and entire agreement of the parties as to the matter set forth herein and supersedes any previous agreements, understandings, and arrangements between the parties relating hereto. This Agreement may only be modified in writing and signed by an authorized officer of ITS.