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MY TAX PROS NETWORKING REFERRAL PROGRAM
How the Referral Program Works
You don't prepare taxes. You connect people who need professional tax help.
YOU REFER.WE HELP.
YOU EARN.™
The program in 30 seconds
It's Simple.
Get Your Referral Link
Use your personal referral link or available referral tools.
REFER SOMEONE
Share with someone who needs professional tax services.
WE HANDLE THE TAX SERVICE
The appropriate tax professional handles the customer and tax-service process.
REFERRAL IS VERIFIED
Eligible referrals are reviewed according to program requirements.
YOU EARN
Approved qualifying referrals become eligible for the applicable reward.
That's it. You make the connection. We take it from there.
Your role
Your Role Is Simple
You Do
- Share your referral link
- Introduce people who need tax help
- Promote approved marketing materials
- Track your referral status
- Follow Referral Program Terms
We Handle
- Tax-service connection
- Tax preparation process
- Professional tax questions
- Customer service
- Referral verification
- Reward approval
YOU DO NOT PREPARE THE TAX RETURN.
Participating in the referral program by itself does not authorize someone to prepare tax returns or provide tax advice.
Who can you refer?
People Who Need Tax Help
Eligible services and referral promotions may vary.
Individual Tax PreparationBusiness Tax ServicesSelf-Employed / 1099 HelpPrior-Year ReturnsAmended ReturnsTax PlanningBookkeepingPayroll ServicesIRS Notice Assistance
Simple example
Here's an Example
Refer a customer.
Uses your referral connection.
Handles the tax service.
Verified and approved.
Receive the applicable referral reward.
You never needed to prepare the customer's tax return.
Earning opportunity
Your Network Can Create Opportunity
Example based on a $50 reward for each qualifying referral.
SELECT REFERRAL OPPORTUNITIES MAY OFFER UP TO $100.*
Reward amounts, eligible services, promotions, qualification requirements, and availability may vary. Examples are illustrations and are not guarantees of earnings.
Qualification
What Is a Qualifying Referral?
A referral generally must:
- Be properly connected or attributed to your account
- Meet program eligibility requirements
- Use an eligible service
- Complete applicable service/payment requirements
- Pass referral verification
- Be approved by My Tax Pros Networking
Status Flow
New Referral PendingRequirements Completed QualifiedReviewed ApprovedReward Processed Paid
Your dashboard lets you follow the status of your referrals.
Fair program rules
Keep the Program Fair
Duplicate referralsFraudulent referralsProhibited self-referralsExcluded existing customersCanceled transactionsRefunded transactionsDisputed paymentsIncomplete requirementsIncorrect attribution
Final eligibility is determined under the Referral Program Terms and the applicable referral offer.
Privacy
You Refer. We Protect the Tax Process.
Referral participants should not collect taxpayer Social Security numbers, tax returns, W-2s / 1099s, banking information, identity documents, or tax source documents.
Simply send the customer through your referral link.
The appropriate tax professional handles sensitive taxpayer information through the proper tax-service workflow.
Finding referrals
Start With People You Already Know
FamilyFriendsCoworkersNeighborsGig WorkersBarbers / HairstylistsBusiness OwnersSocial Media ContactsCommunity Connections
Share your link through:
Use approved marketing materials and never make misleading tax, refund, or income claims.
Compliance language
What You Can and Cannot Say
You Can Say
"I'm part of the My Tax Pros Networking Referral Program."
"I can connect you with a tax professional."
"Here's my referral link."
"My Tax Pros Networking can help connect you with tax services."
Do Not Say
"I guarantee you'll get a refund."
"I can guarantee your maximum refund."
"I am your tax preparer."
"I can give you tax advice."
"You're guaranteed to receive a certain refund amount."
Do not make guaranteed earnings claims about the referral program either.
Referral dashboard
Track Everything in One Place
Total Referrals24
Pending8
Qualified9
Approved5
Paid2
Rewards$250
Frequent questions
Quick Answers
Do I need to know how to prepare taxes?
No. Your role is to refer people who need professional tax services.
Do I need to handle tax documents?
No. Do not collect taxpayer tax documents through the referral process.
How do I know if my referral qualifies?
You can follow the referral status in your account. Qualification depends on the applicable Referral Program Terms.
Can I share my referral link on social media?
Yes, subject to the program's marketing and promotion rules.
Is income guaranteed?
No. Rewards depend on eligible referrals successfully satisfying the applicable program requirements.
Can I participate after tax season?
Referral opportunities may also be available for eligible year-round services.
Ready to start?
READY TO START?
You don't need to become a tax preparer to create an opportunity this tax season.
Join free and start building your referral network.YOU REFER.WE HELP.
YOU EARN.™