Partner Program Terms

These Partner Program Terms (the “Terms”) govern participation in the Taxstra Partner & Referral Program (the “Program”) operated by Taxstra PLLC (“Taxstra,” “we,” or “us”). By applying to or participating in the Program, you (“Partner,” “you”) agree to these Terms. The Program is described in plain terms on our Partner Program page; if there is any conflict, these Terms control.

1. Eligibility & Approval

The Program is a curated, invitation-and-approval program — not an open affiliate network. We review every application and may approve or decline any applicant at our sole discretion. Participation is free. We may suspend or remove a Partner at any time for violating these Terms.

2. Qualifying Referrals

A “qualifying referral” is a person or business who is not an existing Taxstra client, who is referred by you, and who becomes a paying Taxstra client. A referral is credited to you when the prospect:

• books through your unique partner link or visits taxstra.com with your ?ref= code within the prior 90 days; or
• identifies you when we ask how they heard about us (a backstop if they book through the main site).

Self-referrals and referrals of existing or prior Taxstra clients do not qualify. Taxstra remains the sole judge of client acceptance, scope, and fees.

3. Commission

For each qualifying referral, you earn a commission equal to 10% of the fees the referred client pays Taxstra during their first 12 months as a client. Commissions accrue only on fees Taxstra actually collects — not on amounts merely invoiced — and exclude refunds, discounts, chargebacks, and any taxes or third-party pass-through costs. Commission rates and structure apply as of the date a referral is credited.

4. Payment Terms

Commissions are paid quarterly, within 45 days after the end of each calendar quarter, for collected payments that are at least 60 days old as of quarter end. A $100 minimum payout applies; balances below the minimum roll forward to the next period. A completed IRS Form W-9 (or W-8 for non-U.S. persons) is required before any payment. As required by law, Taxstra will issue a Form 1099-NEC if you are paid $600 or more in a calendar year. You are responsible for any taxes on commissions you receive.

5. Decline-Compensation Election (Regulated Professionals)

Some Partners — including registered investment advisers, attorneys, and other fiduciaries — may be restricted from accepting referral compensation. At signup, such Partners may elect to (a) waive compensation entirely, (b) have the equivalent donated to a charity, or (c) credit the equivalent against the referred client’s invoice. You are responsible for complying with the rules of your own profession, firm, licenses, and regulators, and for any required disclosures to your clients.

6. How You May Promote

You agree that you will not:

• send spam or unsolicited bulk messages;
• make misleading or unsubstantiated claims, including any “guaranteed savings,” guaranteed outcomes, or specific dollar-savings figures we have not provided;
• bid on Taxstra’s brand or trademarked terms in paid search or other paid advertising; or
• imply you are Taxstra, our employee, or our agent.

If you publish content (including social, video, email, or web), you must clearly and conspicuously disclose your referral relationship with Taxstra as required by the FTC’s endorsement guidelines and any other applicable law.

7. Client Disclosure

Referred clients will be informed that a referral fee may be paid in connection with the referral. This disclosure costs the client nothing and does not change the fees they pay.

8. Relationship of the Parties

Partners are independent contractors. Nothing in the Program creates an employment, agency, partnership, or joint-venture relationship, and you have no authority to bind Taxstra or to set client engagements, scope, or fees.

9. No Competing Services

Taxstra provides tax and accounting services only. We do not sell investments, insurance, legal services, lending, or real estate, and we will not solicit your clients for those services. The client relationship remains yours.

10. Confidentiality

Each party will protect the other’s non-public information and use it only to operate the Program. You will not share confidential client information with Taxstra except as needed to make an introduction, and only with the prospect’s knowledge.

11. Term, Termination & Program Changes

Either party may end participation at any time. Commissions already earned on collected fees as of the termination date will be paid on the normal schedule, subject to these Terms; no commissions accrue on fees collected after termination. We may modify or discontinue the Program, or these Terms, on reasonable notice (for example, by posting an updated version on this page).

12. No Advice; No Guarantees

Information provided through the Program and on our website is general and educational and is not individualized tax, accounting, legal, or investment advice. Using the Program does not create a CPA-client relationship, which is established only by a signed engagement letter. We do not guarantee any tax outcome, savings, or that any referral will become a client.

13. Limitation of Liability

To the fullest extent permitted by law, Taxstra is not liable for indirect, incidental, special, or consequential damages arising out of the Program, and our total liability for any claim relating to the Program will not exceed the commissions paid or payable to you in the 12 months before the claim.

14. Governing Law

These Terms are governed by the laws of the State of Illinois, and you submit to the exclusive jurisdiction of the state and federal courts located in Illinois.

15. Contact

Questions about the Program or these Terms? Email contact@taxstra.com. Ready to join? Apply on the Partner Program page.