Welcome
Hear directly from the TP team
A quick message on how the tax preparation referral program works and what to expect once you join.
How the Tax Referral Program Works
You refer. We do the rest.
You're not a tax preparer — you're a referrer. Share your link, our team handles every client, and you get paid for every successful referral.
Who you'll refer
Friends, family, followers — anyone who needs tax prep or tax preparation. You don't do the work; our team does.
Day to day
Share your referral link by text, social, or word of mouth. We handle every client — you track and get paid.
Tools you'll use
Your unique referral link and a simple dashboard. No software to learn, no license needed.
Who succeeds here
Anyone with a network — creators, community leaders, people who know folks who need tax prep or tax preparation.
Get Training & Marketing Support
Everything we hand you on day one
Onboarding resources, marketing materials, and a live Zoom class to build successful referral habits.
- ✔Complete onboarding process
- ✔Referral Partner Agreement
- ✔Clear pay rate and schedule
- ✔Step-by-step training
- ✔Live Zoom success class
- ✔Marketing materials & resources
- ✔Support from the TP team
- ✔Tracking of your referrals
- ✔Opportunity to earn bonuses
Earn $50 Per Funded Tax Referral
How and when you get paid
| Pay type | Per-referral commission — no selling, no filing |
|---|---|
| Rate | $50 for every referral who successfully funds |
| Pay schedule | Every other Friday |
| Payment method | Direct Deposit |
You only earn when a referral successfully funds — no quotas, no minimums, no clawbacks.
What "Funded" Means
When does a referral count?
A funded client is a referred tax client whose return has been successfully processed and the applicable payment or advance has been funded, per TP Credit & Tax Solutions' funding process. Simply submitting a return or referring someone does not automatically count.
Example: You refer John
- 1John completes his tax filing
- 2His return is accepted and processed
- 3The applicable funding is completed
- 4TP Credit & Tax Solutions confirms the return as funded
- 5You earn $50
If John only fills out an intake form, starts a return, or has a return that has not yet funded, it does not count yet. The referral counts toward your commission only after the client meets the company's definition of a successfully funded return and the funding is confirmed.
Referral Program
$50 per referral — plus milestone bonuses
Hit a milestone and an extra bonus lands on top of your per-referral $50.
Refer 100 clients who fund
$5,000 in per-referral pay + $1,000 milestone bonus.
total referral earnings
25 successful fundings
Extra bonus on top of your per-referral pay.
50 successful fundings
Extra bonus on top of your per-referral pay.
75 successful fundings
Extra bonus on top of your per-referral pay.
100 successful fundings
Extra bonus on top of your per-referral pay.
Estimate Your Earnings
See what you could earn
Slide to your funded-referral target. We'll show your per-referral pay, bonuses, and total — updated live.
Referral Earnings Calculator
Per-referral pay
0
25 × $50
Milestone bonuses
0
1 milestone hit
Total payout
0
estimated earnings
Milestone progress
Estimates only. Actual earnings depend on how many of your referrals successfully fund. Bonus eligibility and payment are subject to the Referral Partner Agreement.
Join the Referral Program
Three steps, start to finish
No back-and-forth, no chasing paperwork — everything happens in one sitting.
Apply & sign
Complete the form, review and e-sign your Referral Partner Agreement — all in one sitting.
~5 minutesTrain on Zoom
Join the live Success Class to learn exactly how to share your link and hit your first bonus.
Refer & earn
Share your link, we handle every client, and you get $50 per funded referral — plus milestone bonuses.
Talk to Us
Book a one-on-one
Want to learn more before you apply? Grab a quick call with our team — pick a time that works for you.
TP Credit & Tax Solutions — Referral Partner Call
Interested in earning money by referring tax clients? Book a quick call to learn how our referral partner program works.
September 2026
Gold-highlighted dates have open slots. Pick one to see times.
Select a highlighted date to view available one-on-one times.
Step 1 of 3
Live Training
Your first class: how to succeed here
Once your agreement is signed, learn the exact steps to your first referral and first bonus.
Live Zoom Training with the TP Team
Lead handling, scripts, closing checklist, and first-week goals.
🔥 Next session: December 10th — 7:00 PM · Only 12 spots left