TaxOptix← Back to home

Partner Program

Refer clients. Earn recurring revenue.

Join the TaxOptix referral network. Send us small businesses that could benefit from cost seg, R&D credits, QBI optimization, or qualified plan strategies — and earn a growing share of every deal.

10%

Starting commission on total billable revenue you produce (subject to variation).

15%

Once your calendar-year billable production reaches $250,000.

20%

Once your calendar-year billable production exceeds $500,000.

25%

Once your calendar-year billable production exceeds $1,000,000.

+5%

Override on any sale made by a referrer you recruited.

Commission tiers are based on total billable revenue you produce, measured on a calendar-year basis (Jan 1 – Dec 31). Tiers reset at the start of each new calendar year. Starting rate may vary based on engagement type; final terms are confirmed in your partner agreement.

Sign up as a partner

Takes about 30 seconds.

Minimum 8 characters. You'll use this to sign back in.

TaxOptix Referral Partnership — Summary Terms

  1. Commission tiers. Partner earns commission on total billable revenue the Partner produces in a calendar year (Jan 1 – Dec 31): 10% starting; 15% at $250,000; 20% at $500,000; 25% above $1,000,000. Tiers reset each January 1.
  2. Starting rate variation. The 10% starting rate may vary by engagement type; any variation will be disclosed before Partner is credited with the deal.
  3. Sub-referrer override. Partner earns a 5% override on billable revenue produced by any referral partner Partner recruits into the network, applied against those partners' billings.
  4. Qualifying revenue. "Billable revenue" means net fees collected by TaxOptix from clients the Partner referred, excluding taxes, refunds, chargebacks, and third-party pass-through.
  5. Payment. Commissions are paid monthly in arrears after client payment clears, subject to Partner delivering a completed W-9 (or W-8) and current payment details.
  6. Attribution. Referrals are attributed by the Partner's unique referral code or link. Partner is responsible for including their code/link on outbound referrals.
  7. Compliance. Partner will not make false or unauthorized claims about TaxOptix's services, will not send unsolicited bulk email, and will comply with all applicable laws.
  8. No employment. Partner is an independent contractor. Nothing here creates an employment, agency, joint venture, or franchise relationship.
  9. Term & termination. Either party may terminate this arrangement at any time on written notice. Commissions on already-attributed active engagements continue to be paid per the tier in effect at time of attribution.
  10. Final agreement. These summary terms describe the intended arrangement. Formal commercial terms are set in the written Partner Agreement TaxOptix will send after registration.