Pro Tax Referring Partner Program
Our Referring Tax Partner Program Offers:
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10%-15% Referral fees on tax resolution services up to $1500 per case
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The ability to offer new services by “partnering” with an Enrolled Agent and a tax firm that understand tax law and the IRC/IRM
Prepare more tax returns! Many who are in collections haven’t stayed in compliance and being in compliance is 100% required by the IRS when viewing an application for any resolution option. In many cases, the client will have prior year returns that need to be prepared or amended. We need your help to get your client in compliance. These would be referred back to you. Many taxpayers need multiple years of returns prepared to get in compliance and many of them will come back to you for tax seasons to come.
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Build credibility and loyalty among your clients by partnering with a group who can represent them in front of the Internal Revenue Service. You already take care of preparing their taxes, why not just let us be an extension of you
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Produce more revenue from current services from clients who need help with the IRS
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Option to sell Protection Plans during tax season and mark them up by up to $99
Discounts on Special Events presented by Pro Tax Institute, center for tax learning and development:
Discounts on IRS Approved Continuing Education Courses- so you can _____ , grow your knowledge and take on tougher returns
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Discounts on Live Tax Workshops and Training Events.
Attend Special Tax Pro MeetUps . Discuss whats new in taxes, learn, talk about tax news or just have a good time networking with peers!
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Special Access to Career and Business Development Resources, workshops and Trainings for tax pros, tax business owners, office managers and their staff
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Access to Tax Resolution Marketing Templates
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Discounts on well-known Tax Softwares from Preferred Software Vendors
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Discounts on Client Accounting and Write-up Programs





