Free CE. Paid referrals. Your clients stay yours. Their tax debt. Your client, kept.
You're already paying for CE every year. As a Community Tax partner, you don't - it's included free. And when a client lands an IRS problem outside your lane, refer it and earn up to $400. We resolve it and send them back to you. You didn't get into this to fight the IRS - and you're not about to lose a good client over it. Hand the case to Community Tax: we resolve the tax debt, send them back to you in writing, and pay you up to $400. Free CE for life on top.
CE every year. And the
occasional case outside your lane.
Both cost you something right now - money on credits, and clients you have to send elsewhere when an IRS problem is bigger than prep. Partnering turns both of those around.
CE starts the day you join.
Referrals are how you earn.
The CE library opens as soon as you're in - no cost, ever. After that, referring a client is five steps, and they always come back to you for prep.
Client shows up with an IRS problem
Hover to learn moreAudit, back taxes, levy, garnishment, unfiled returns - anything beyond straight prep. The cases you don't want to handle, but can't afford to lose.
You refer them in 90 seconds
Hover to learn moreSubmit through your Partner Portal in under two minutes. You stay in the loop on every case - status updates as the file moves through resolution.
We resolve the IRS issue
Hover to learn moreLicensed attorneys, enrolled agents, and CPAs on staff. We handle the Power of Attorney, the negotiation, the paperwork, and the calls with ACS and Revenue Officers.
Client comes back to you for prep
Hover to learn moreThat's the deal. We don't touch their 1040. Ever. Every future year of prep work stays with you - written into your partner agreement, backed by a refund guarantee.
You get paid up to $400 per referral
Hover to learn moreEvery resolved case. Direct deposit. Tiered commission - the more complex the case, the more you earn. Transparent tracking inside your Partner Portal.
What the referrals
actually add up to.
At up to $400 a case, here's roughly what a year of referrals looks like.
On top of the referral fees, you keep the prep work - the client comes back to you every year instead of leaving with whoever handled the resolution.
Your clients stay yours.
In writing.
The fear with every referral is losing the client. So it's written into your partner agreement: we resolve the IRS case and send them back to you. We never prepare their returns, and we never pitch prep services to them. If we ever do, you get a full refund of the fees they paid us.
What comes with
being a partner.
Free CE, for as long as you're a partner
IRS-approved continuing education on demand - resolution, ethics, federal updates. New courses added every year, so your credits are covered without paying for them. This is the part most partners use most.
Your clients stay yours
In writing: we resolve the IRS case and send them back to you. We don't prepare their returns, and we don't pitch prep services to them. If we ever do, you get a refund of their fees.
Up to $400 per referral
Paid monthly, the month after your client signs with us. The more involved the case, the closer to $400. You can see where every referral stands in your portal.
Refer in about two minutes
Send a client your way with a short form, or share a link they fill out themselves. Either way you stay in the loop as the case moves through resolution.
A marketing hub - expanding
Co-branded one-pagers, email templates, and client handouts you can use as-is. We're building this out into a fuller toolkit for running your practice.
A real person to call
You get a direct line to someone who knows your practice and your cases - not a ticket queue. If a referral stalls or a payment's late, you call them.
A few partners,
in their own words.
"I used to just hand these clients off and hope they came back. Now I refer them, they get sorted out, and they're back on my books at tax time. The referral checks are a nice bonus on top of that."
"Honestly I joined for the CE. I was spending a few hundred dollars a year on credits, and now I'm not. The courses are solid, and I've actually picked up things that help when clients ask me questions."
"I'm a one-person shop. I don't have time to take on resolution work, and I don't want to lose clients over it either. This solved both. I send the link, they handle it, the client stays mine."
The questions
most people ask first.
What does it cost?
+Nothing. No setup fee, no monthly minimum, no quota. If you refer no one this year, you pay nothing - and you still get the CE.
Is the CE really free?
+Yes. Active partners get IRS-approved continuing education at no cost - resolution topics, ethics, federal updates. It's on demand and added to every year, so your credits are covered for as long as you're a partner.
Will you try to take my client's prep work?
+No, and it's in writing. We do resolution - we don't prepare returns and we don't pitch prep services to your clients. If we ever do, you get a refund of the fees they paid us.
What kinds of cases qualify?
+Back taxes, unfiled returns, wage garnishments, bank levies, audits, CP2000s, payroll tax issues, penalty abatement, installment agreements, Offers in Compromise, and state tax issues. If it's an IRS or state tax controversy, we handle it.
How fast do I get paid?
+Monthly - the month after your client signs a resolution agreement with us. You can see where every referral stands in your portal.
What if my client doesn't qualify?
+We tell them honestly and send them back to you. No hard sell, no bait-and-switch. If we can't help, we say so.
Free to join. CE starts today.
Referrals pay when they come.
Takes a few minutes to sign up. No cost, no quota, no catch.
Questions? partners@communitytax.com
