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Referring Partnership and Affiliate Program

Networking is a cornerstone of every business. Like industry partnerships solving client issues is a source of customer satisfaction, further referrals and ever expanding networking opportunities.

Referral Partnership and Affiliate Program

A major portion of our business comes from trusted advisors and tax professionals who have partnered with us to help their clients who are struggling with IRS or State Tax Problems or get out from under crushing consumer debt, repair their credit. Maintaining trust and achieving positive outcomes with the IRS and State and lenders is paramount to the success of our company.

Tax Professional/Accounting Professional Referring Partner and Affiliate Benefits

  • Our Referral Partnership and Affiliate Programs offers a unique opportunity to outsource your tax resolution/controversy and debt settlement/credit repair/debt management work allowing you to focus on your core business.
  • For Tax Professionals, we market in your area using our highly effective twelve touch system for client with tax resolution/controversy, debt settlement/credit repair/debt management needs.
  • We provide an opportunity for additional accounting revenue through our marketing (typically multi-year)
  • Our Firm specializes in services your firm may not offer.
  • We offer a 15- 70% Affiliate fee on all tax resolution/controversy. debt settlement/credit repair/debt management fees collected on referred clients.
  • We need your help to keep clients in compliance during and after a resolution is achieved.  (typically accounting, etc)
  • We offer a COMPLIMENTARY CONSULTATIONS to discuss your client’s tax problems.

Every tax resolution strategy begins with bringing your clients into compliance. At the same time many tax professionals simply do not want to invest the time into dealing with complex and time consuming tax resolution issues.  By developing Referral Partnership and Affiliate relationships with Tax Professionals and other Trusted Advisors, we provide an opportunity for additional tax preparation and accounting revenue and give you a way to assist your clients with IRS and State tax problems, resolving credit issue without the headache of dealing with the IRS or state yourself or credit agencies.  Win-Win!

We only represent taxpayers who have legitimate tax problems, collection issues and/or financial hardships. We will not represent clients who are attempting to defraud the IRS/State and we adhere to Circular 230 vigilantly. Please keep in mind for our services must be beneficial and cost effective to our clients.  The client will need to owe enough money to the IRS or State to justify engaging us to represent them.

*Our Minimum Retainer is $1000

 

So What Is The Difference Between a Referral Partner and an Affiliates?

Referral Partners

A Referral Partner where we establish a reciprocal referral relationship referring clients and important connections back and forth, primarily by making LinkedIn, email introductions or through my refer.com referral card

Affiliates- Two Types

The Affiliate Program is where if a  client engages our services, the Affiliate receives an affiliate compensation. In this case, we have an Affiliate Site that is used to make the introduction and can be used to track the results of submissions and projected payouts.  We have two types of Affiliates, Participating and Non-Participating.

Participating Affiliate

The Participating Affiliate Program was designed for retail floors and call center with varying number of sales associates that are looking for new primary or additional products as part of their offerings.  They are likely already marketing a product or products and understand sales and marketing.  We call it participating because the initial participation requirements are higher, in exchange for a higher payout.  A Participating Affiliate would receive 70% of our Tier One Fees ($1,000)  (Tier One, Debt Settlement, Credit Repair, Debt Management)

Non-Participating Affiliate

Non-Participating Affiliates are likely in a non-synergistic industry where a fair exchange of referrals does not make since.  We call it non-participating because Affiliate need only introduce the prospective client and we take over.  This would in exchange for a lower payout.  A Non-Participating Affiliate would receive 15% of all fees collected ( Tier One, Debt Settlement, Credit Repair, Debt Management)

 

Other Referral Partners/Affiliates

 

Our other Referral Partners  and Affiliates are typically

 

    Loan Officers, especially with clients with tax liens

    Realtors, especially with clients with tax liens.  Many have chosen to use our service to market to consumer who are presently renting.

    Financial Advisors, who know clients paying too much in taxes

    Credit Repair/Debt Settlement Agencies, who run into consumer with tax problems

    Title Companies/Escrow Agents, that needs a tax lien subordination resources

    Bankruptcy Attorneys, with clients with non-dischargeable tax liabilities

    Divorce Attorneys, with clients needing guidance

    Real Estate Attorneys

    Insurance Agents

    Any other Referral Partners who has clients paying too much in taxes or having tax problems

 

If you do not currently offer tax resolution services or debt settlement/credit repair/debt management to your clients we would like to opportunity to discuss the benefits of being a Referring Partner!   

1-800-829-7483   800-Tax-Site

 

There are tons of Wufoo features to help make your forms awesome.
 

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