Partner Program
Refer clients. Earn commissions.
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.
Example: recent cost segregation study
Client received $3,000,000+ in accelerated depreciation. Study fee: $81,000.
| Tier | Your payout |
|---|---|
| 10% starting | $8,100 |
| 15% ($250K+ production) | $12,150 |
| 20% ($500K+ production) | $16,200 |
| 25% ($1M+ production) | $20,250 |
| +5% override (recruiting partner) | $4,050 |
Payouts shown are on the $81,000 study fee. The recruiting partner earns the 5% override on top of the direct partner's commission — paid by TaxOptix, not deducted from the partner's share.
Who to refer
Ideal prospects for each TaxOptix specialty.
Cost Segregation
- Commercial real estate owners/investors (office, retail, industrial, multifamily, hospitality, medical)
- Owners of short-term / vacation rentals (Airbnb, VRBO, beach and mountain properties) — often qualify for accelerated depreciation under the short-term rental rules
- Landlords with substantial depreciable basis
- Developers holding assets post-construction or acquisition
- S-corps / partnerships with high tax rates seeking accelerated depreciation and bonus depreciation synergies
45L (Energy Efficient Home Credit)
- Residential homebuilders and developers of single-family, multifamily, or manufactured homes that meet ENERGY STAR or DOE Zero Energy Ready Home standards
- Production builders and modular / prefab companies
- Contractors focused on high-volume energy-efficient housing
179D (Energy Efficient Commercial Buildings Deduction)
- Commercial building owners, architects, engineers, and designers of energy-efficient new construction or major renovations (office, warehouse, school, hospital, retail)
- Government and tax-exempt entities that allocate the deduction to designers
- Firms specializing in high-performance HVAC, lighting, and building envelope systems
R&D Tax Credit
- Software / tech companies (SaaS, AI, fintech)
- Manufacturers with process or product innovation
- Engineering / architecture firms
- Life sciences / biotech and food & beverage processors
- Any business performing qualified research (experimentation, technical uncertainty, process of experimentation) — including many smaller companies that underestimate eligibility
Qualified Plan / Cash Balance
- High-income business owners (especially professional service firms — physicians, attorneys, accountants, consultants, engineers)
- Closely held companies with stable cash flow
- Owners age 45–65 seeking large deductible contributions far beyond 401(k) limits
- Groups wanting owner-heavy funding with employee safe-harbor coverage
Cash Management
- Business owners and high-cash-flow companies sitting on excess liquidity in low- or zero-yield checking accounts
- Focus on moving idle cash into higher-yielding, diversified short-term vehicles (money market funds, Treasuries, short-duration fixed income, high-yield savings)
- Improves yield, reduces concentration risk, and frees up additional cash flow without sacrificing liquidity or safety
Sign up as a partner
Takes about 30 seconds.