Taxstra Partner Program
Good referrals, well rewarded.
Send physicians, real estate investors, and business owners 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.
Drag each slider to how many of that client type you'd expect to send us this year. We'll total up what 10% of their fees would earn you.
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.
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.
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.
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 year. Paid quarterly, on collected fees, with full transparency.
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 $900+
Illustrative examples based on typical engagement ranges. Commissions accrue only on collected fees and are paid quarterly. See program terms.
What you can refer for.
Send anyone who needs tax or accounting help. Here's what we do.
Tax Preparation
Individual and business returns, from a simple 1040 to multi-entity filings.
Tax Planning
Proactive, written strategy to legally lower what they owe, year-round.
Monthly Accounting
Clean books, financial statements, and advisory so they always know where they stand.
Payroll (salaried only)
Payroll for salaried teams. We don't run payroll for hourly employees.
Entity Creation & S-Corp Election
Set up an LLC or S-Corp, and make the S-Corp election the right way.
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.
Ways we maximize our partnerships.
More than a link. Pick the format that fits your audience, and we'll bring the tax expertise.
You promote
Share your link on your site, in your newsletter, or across social, and we handle everything after the click.
We write an article
We'll draft a guest article for your blog or newsletter, ready for you to publish under your brand.
We join your podcast
Bring Bryan on as a guest to talk real tax strategy your audience actually cares about.
We present live
An in-person talk or webinar for your clients, team, or community, built around their questions.
We co-host a Q&A
A live Q&A or AMA where we field your audience's tax questions in real time.
A co-branded resource
A guide or checklist with your name on it that you can hand to your audience.
Not sure what to say? Copy this.
Hey, quick one. If you ever want a second opinion on your taxes (or just want to stop overpaying), I've been sending people to Taxstra. They do proactive tax planning, not just once-a-year filing, and they work with physicians, real estate investors, and business owners specifically. Free 30-minute call, no pressure: https://taxstra.com/partners/your-name Tell them I sent you.
Swap in your real link: taxstra.com/partners/your-name
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.
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