Pro Referral Program

DATE_PUBLISHED

Pro,

Throughout the past 5 years Taxfyle has been active, we’ve always encouraged our customers to refer their friends to Taxfyle for their tax compliance needs, and we’ve seen great success come from that.

Now, we’re proud to roll out our brand new Pro Referral Program. Pros can now earn up to $2,500 for every new Pro that you refer to us!

Here’s what requirements we’re looking for:

  • Must be a licensed CPA or EA
  • Must be able to pass a background check
  • Must possess a deep knowledge of personal (1040) and/or corporate tax (typically small businesses i.e. 1065, 1120S)
  • Would be helpful if they also possess in-depth knowledge around a tax niche (i.e. 990, 1041, Industry knowledge, etc.)

Here’s how you’ll earn:

  1. Submit your referral’s contact information through the Help Chat and have them onboard with Taxfyle
  2. $500 when a Pro you’ve referred completes their first 5 returns!
  3. $2,000 when a Pro you’ve referred completes their first 50 returns!


*All payments will be made at the end of the season nearest May 15th or November 15th*

CTA here. Example: “If you know any professionals that fit the bill, reach out to us at info@taxfyle.com with their contact information”
We hope you’re as excited as we are and we look forward to working with some of your best and brightest colleagues!

Thanks,

The Taxfyle Team

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