How and when do I get paid?

You earn 10% of your referred client's first-year fees, accrued only as Taxstra actually collects payment from the client. Commissions are paid quarterly (within 45 days after quarter end) once a collected payment is at least 60 days old, with a $100 minimum payout. Smaller balances roll forward. A completed W-9 is required before any payout, and we issue Form 1099-NEC if you're paid $600 or more in a year.

What counts as a referral?

Anyone who books their call through your unique partner link (or any taxstra.com page visited with your ?ref= code in the last 90 days) and becomes a paying client. As a backstop, we also ask every new client how they heard about us. If they name you, you get credit even if they booked through the main site.

How much can a single referral be worth?

It depends on the engagement. Individual tax prep runs $750–$1,500 (your share: $75–$150). Tax prep plus strategy runs $3,000–$8,000 per year ($300–$800). A monthly accounting and advisory client at $2,000/month is $24,000 in first-year fees, a $2,400 commission from one introduction.

I'm a regulated professional and can't accept referral fees. Can I still join?

Yes, and this is common for RIAs, attorneys, and some realtors. At signup you can elect to decline compensation entirely, have us donate the equivalent to charity, or credit it against your referred client's invoice. You still get your unique link, tracking, and the benefit of a trusted specialist handoff.

Will you try to compete with me for my client?

No. Taxstra sticks to tax and accounting. We don't sell investments, insurance, legal services, lending, or real estate. We're there to support the relationship and make you look good for the introduction, not take it over.

Are there rules about how I promote my link?

A few common-sense ones: no spam, no misleading claims (like "guaranteed savings"), no bidding on Taxstra brand keywords in paid ads, and content creators must clearly disclose the referral relationship per FTC rules. Full details are in the Partner Program Terms.

Do referrals of existing Taxstra clients count?

No, commissions apply to new clients only. Self-referrals are also excluded. Taxstra remains the sole judge of client acceptance and fees, and referred clients are told a referral fee may be paid (a professional disclosure requirement for CPA firms).

Taxstra Partner Program

Good referrals,

well rewarded.

Send small businesses, real estate investors, and high-income households to a tax team built for them, and earn 10% of everything they pay us in year one. We'd rather reward the people our future clients already trust.

Apply now See what referrals are worth

10%

of first-year fees

12 months

of fees count

Quarterly

transparent payouts

$0

cost to join

One monthly-accounting referral

$2,400in year-one commission

Built for trusted referrers.

This is a curated bench, not an open affiliate network. We approve people whose audiences actually match the clients we serve.

Professional service providers

Financial advisors, attorneys, real estate agents, property managers, medical recruiters, locums agencies. Your clients hit tax questions you don't handle in-house. Hand them to a CPA firm that sticks to tax and stays in its lane.

Fee-only friendlyDecline-comp option

Current clients

Already trust us with your own taxes? If you introduce a friend or fellow business owner, we'll thank you with the same 10%, no pressure, no catch.

Refer a friendSame 10%

Online influencers & podcast hosts

Physician-finance and real-estate-investing audiences trust your recommendations. Monetize them with a service that actually delivers, plus a clean disclosure kit so you stay compliant.

Show-notes linksFTC kit included

Can't accept referral fees?

Many advisors, attorneys, and fiduciaries are restricted from accepting compensation for referrals. You can join with a decline-compensation election: keep the tracking link and specialist handoff, and choose to waive your commission, donate it to charity, or credit it to your client's invoice.

Three steps, no software.

Your link does the tracking. There's no dashboard to learn and nothing to install.

Apply & get approved

Tell us who you are and who you serve. We review every application personally within 2–3 business days. This is a curated program, not an open affiliate network.

Share your unique link

You get a personal referral page, taxstra.com/partners/your-name, with your name on it and a built-in booking calendar. Every booking through it is automatically tagged to you.

Earn 10% of year one

When your referral becomes a paying client, you earn 10% of everything they pay Taxstra in their first 12 months. Paid quarterly, on collected fees, with full transparency.

taxstra.com/partners/your-name

Example of a personal Taxstra partner referral page, with the partner's name, photo, and a built-in booking calendar

A live example, click to open

Your own page

Your name on the door, not just a link.

Every approved partner gets a personal page like this one: your name, your photo, a short note in your voice, and a built-in booking calendar. Every call booked through it is automatically tagged to you, so you always get the credit.

Personalized with your name, photo, and message
A built-in booking calendar, no forms, no phone tag
Share the link anywhere: email, socials, or your link-in-bio

Prefer to keep people on your own site?

You can embed your unique Calendly link directly on your website, newsletter, or landing page. Bookings are still tagged to you. No separate page required.

View the live example

What a referral is actually worth.

Most referral programs pay pocket change because the product is cheap. Tax strategy isn't. Our typical engagements run from $750 tax returns to $4,000/month advisory relationships, and you earn 10% of all of it for the client's first year.

And we'd rather that reward go to the people our future clients already trust: you.

Accrues only on fees we actually collect
Paid quarterly with a per-referral statement
One monthly-accounting intro can be worth $2,400+

Start earning

Your 10% in real examples

Individual tax prep client

$1,200 first-year fees

$120

Tax prep + strategy client

$5,000 first-year fees

$500

Monthly accounting client

$2,000/mo · $24,000 first year

$2,400

Illustrative examples based on typical engagement ranges. Commissions accrue only on collected fees and are paid quarterly. See program terms.

Your name is on every referral.

When you refer someone, you're lending them your trust. We treat that seriously, and build everything so the person you send thanks you for it. Founder-led by Bryan Martin, CPA, MBA (former CFO at the Illinois Department of Insurance), Taxstra is the kind of firm you can put your name behind.

Bryan Martin, CPA, MBA

Founder, Taxstra PLLC

Specialists, not generalists
Built specifically for physicians, real estate investors, and business owners with real complexity.
Strategy over compliance
Written tax plans, S-corp optimization, cost segregation, REPS, the STR loophole: quantified savings, not just filed returns.
Frictionless first step
Your link books them straight into a no-pressure 30-minute call. No forms, no phone tag.
We stay in our lane
We stick to tax: no investments, insurance, legal, lending, or realty. We're there to support the relationship, not take it over.

Common questions.

Full details in the Partner Program Terms.

Free to join

Ready to partner?

Two minutes to apply. Every application is reviewed personally, no bots, no auto-approvals.

01We reply within 2–3 business days
02Approved partners get a unique link + welcome kit
03Share it, and tracking and payouts are handled