TAX CREDIT SERVICE AGREEMENT Parties: This Agreement is made between the individual or entity referred to as the "Client" and RouteFlo LLC. Engagement: The Client engages RouteFlo LLC to process local, state, and federal hiring tax credits to which the Client may be entitled under the U.S. Internal Revenue Code, state regulations, and local ordinances. Acknowledgment by Client: The Client understands that such tax credit programs lead to credits applicable to federal or state income or franchise taxes for current or prior years. The Client confirms the intention to either offset current/past federal or state taxes with these incentives or carry forward these credits for future use. Responsibilities of RouteFlo LLC: 1. Guide the Client in securing local, state, and federal hiring tax credits and employment incentives. 2. Complete all required tasks to obtain the Work Opportunity Tax Credit (WOTC), state hiring credits, or other incentives. 3. Retrieve essential payroll data to compute potential credit values. 4. Deliver reports and documentation for state and federal tax filings. 5. Safeguard the confidentiality of Client data, using it solely for tax credit or incentive procurement. 6. Handle all related vouchers, certifications, applications, and appeals. 7. Bill the Client Client's Obligations: The Client acknowledges the time-sensitive nature of many credit applications and the importance of timely data provision. The Client is solely accountable for the data's accuracy, whether submitted through phone, fax, email, or mail. The Client commits to: 1. Supply RouteFlo LLC with the necessary records for the acquisition, calculation, and verification of credits and incentives. 2. Remit to RouteFlo LLC monthly service fee or agreed upon contingency paid/invoiced upon fully certified credits: SWA issued certification and hours/earnings met. Contract Duration and Termination: Either party can terminate this agreement with a 30-day written notice. Non-payment Consequences: If the Client neglects or declines to pay fees according to this Agreement, RouteFlo LLC may consider this as a breach and can terminate the relationship with a 10-day written notice. The Client agrees to bear all collection costs, including reasonable attorney fees and interest, on overdue amounts. Intellectual Property: All non-governmental forms, software, and integrations are RouteFlo LLCs proprietary products. The Client must not use these tools outside of transactions covered by this Agreement. Entire Agreement: This document represents the entire understanding between the parties and can be altered only with mutual written consent. Governing Law: This Agreement falls under the jurisdiction of the State of Montana. RouteFlo Guarantee (not applicable to contingency only clients): Client to receive full refund of services if RouteFlo does not secure at least $4,800 in certified Work Opportunity Tax Credits on behalf of Client during 12 months following date of execution. RouteFlo Client Consent Form for Collection of Personally Identifiable Information (PII) Purpose: RouteFlo collects certain Personally Identifiable Information (PII) to provide our services related to the Work Opportunity Tax Credit (WOTC), helping businesses track and manage new hires to maximize tax credits. Information Collected: The following PII will be collected and stored by RouteFlo: - Full name - Phone number - Email address - Hours worked - Earnings Data Storage and Security: The data collected will be stored securely in Google's cloud storage services, which enforce robust security measures, including: -Encryption: All data stored with Google is encrypted both in transit and at rest using industry-standard encryption protocols. - Two-Factor Authentication (2FA): Access to data is protected by Two-Factor Authentication, ensuring that only authorized personnel can access the information. Use of Information: The collected PII will be used solely for the purpose of providing RouteFlo's services. This includes: - Facilitating the tracking and management of new hires. - Assisting in maximizing tax credits for your business. - Communicating with you regarding our services and updates. Data Sharing: RouteFlo will not share your PII with third parties without your explicit consent, except as required by law or for the purpose of providing our services effectively. Retention of Information: Your PII will be retained only for as long as necessary to fulfill the purposes for which it was collected and to comply with applicable laws. Your Rights: You have the right to access, correct, or delete your PII at any time. To exercise these rights, please contact us at wotc@routeflo.com Consent: By signing below, you acknowledge that you have read and understood this consent form and agree to the collection, use, and storage of your PII by RouteFlo as described above.