Referral partner programme
Earn up to $9,000 a year.
That is 25 monthly bookkeeping or payroll clients at our top rate, and there is no cap — refer more and you earn more. One-off returns pay too, and everyone you refer gets 25% off their fee.
Up to $30/mo
per monthly client
Bookkeeping and payroll — every month, for as long as they stay
Up to $60
per one-off referral
Returns, ITIN, business formation — paid once the work is done
Unlimited
referrals
No cap. The more you refer, the more you earn
Work out what a year could be worth
Pick a service, set how many people you think you could refer, and see the number. Everything here is an indicative upper bound — your actual rate is agreed on your call and then fixed for every referral you make under it.
Indicative first-year earnings, up to
$3,600
Per referral
$360
$30/mo × 12 mo
Monthly, once all signed up
$300
Keeps paying while they stay
They each save
25%
10 people on your link
Recurring service — year two is the same again without referring anyone new
There is no cap on the number of people you can refer. Recurring services keep earning for as long as the client stays, so one introduction to bookkeeping can be worth more than several one-off returns.
Illustration only, not an offer. Rates vary by service and are confirmed before you share anything. A reward is earned when someone you referred completes a paid filing or signs up to a paid monthly service.
It scales with your reach, not your effort
Monthly services keep paying for as long as the client stays, so earnings grow with how many people you introduce rather than with how hard you keep selling. Same rate as the table below, counted over a year.
$1,800
5 monthly clients
A small group, or a few colleagues who run businesses
$3,600
10 monthly clients
One active community over a season
$9,000
25 monthly clients
A large association or a network you post to regularly
Indicative upper bounds at the top recurring rate, confirmed on your call. These are illustrations of the rate, not forecasts: what you actually earn depends on how many of the people you refer become paying clients, which is not something we can promise.
Every service earns, not just tax returns
Promote one service or all of them. You get a separate link for each, so you can see which of your audiences actually converts.
Paid once, when the work is done
- Individual tax return
- $15per referral
- Visa-holder return
- $25per referral
- ITIN application
- $20per referral
- Business formation
- $50per referral
- Business tax return
- $60per referral
Form 1040 for residents, 1040-NR for non-residents
H-1B, L-1, J-1, F-1 and OPT — worldwide income, foreign accounts, FBAR
Form W-7, and we are a Certifying Acceptance Agent
LLC, S-Corp and C-Corp, including for non-residents
Forms 1120, 1065 and K-1s
Paid every month they stay
This is where the programme compounds. A bookkeeping client who stays two years is worth more to you than a dozen one-off returns, and you did the same amount of introducing.
- $30/moper client
- $25/moper client
Indicative upper bounds, confirmed on your call. See all services
What you and your community get
You are giving, not selling
Every person who comes through your link pays 25% less than list price — a discount they cannot get anywhere else on the site. You are passing on a deal, not asking for a favour.
One link per service, your own page
You get a page written for the group you are sharing with: H-1B professionals, students on OPT, business owners. Not a generic homepage they have to navigate.
Paid on completed work, not clicks
A reward is earned when someone you referred has actually paid for completed work. No tracking pixels, no traffic quotas. If nobody signs up, you owe nothing and lose nothing.
Recurring services keep paying
Refer someone for monthly bookkeeping or payroll and you earn for as long as they stay a client, not once. That is where the programme compounds.
You can see your own numbers
How many people you referred, which stage each one reached, what you have earned and what has actually been paid. No guessing and no chasing us for a figure.
Real preparers behind it
Returns are prepared and reviewed by credentialled practitioners, including a CPA and Chartered Accountants. You are putting your name to work you can stand behind.
How it works
- 1
Apply
Fill in the form below. Name, email, phone, and a line about who you would share with.
- 2
We call you
A short call to agree your rate and which services you want to promote. No pitch.
- 3
Get your links
One per service, each opening a page built for that audience. Share them however you like.
- 4
Get paid
When someone you referred completes paid work, we verify it and the reward becomes payable.
Who this is for
- H-1B and L-1 professionals with colleagues in the same position
- F-1 and OPT students, and anyone running a student group
- Admins of WhatsApp, Telegram or LinkedIn communities
- Indian associations, university societies and alumni networks
- Existing EvoTax clients who already recommend us
- Founders and freelancers whose network needs books and payroll
- Accountants and advisers who do not file US returns themselves
- Content creators covering immigration, careers or personal finance
Apply to become a referral partner
Takes a minute. We read every application and call you before anything is set up.
Questions
- What counts as a successful referral?
- Someone you referred becomes a new EvoTax client and pays for completed work — a filed return, or a signed-up monthly service. A click on your link is not a referral, and an enquiry that never converts is not one either. We only pay on work that was actually done and paid for.
- Is there really no limit on how much I can earn?
- We do not cap the number of people you can refer, and recurring services keep earning while the client stays. Any limit specific to a particular campaign would be stated on your call before you share anything — we are not going to change the deal after the fact.
- How much do I earn per referral?
- A fixed cash amount per confirmed referral, which varies by service because the work does — a business return takes considerably more work than a simple 1040. The calculator above shows indicative upper bounds. We deliberately do not publish one firm figure here, because a number on a web page goes stale the moment the programme changes; yours is agreed on the call and then fixed for every referral you make under it.
- Which services can I refer for?
- All of them. Individual and visa-holder returns, ITIN applications, business formation, business returns, bookkeeping and payroll. You can promote one or several, and you get a separate link for each so you know which is working.
- When and how am I paid?
- After a referral is verified, the reward is approved and then paid. We record the payout date and reference against your account, so you can see exactly what has been paid rather than only what was promised. Payment method is agreed on the call.
- Can I refer myself, or use my own details?
- No. A referral has to be someone other than you — the system checks the email and phone number against your own and refuses a match. Your own filing is simply a normal client filing.
- What does the person I refer get?
- 25% off their fee, applied when they come through your link. That is the point of the programme: you are passing on a genuine discount, not asking for a favour.
- Is there a cost, a target or a minimum?
- None of the three. Nothing to pay, no volume you have to hit, and no exclusivity. If you refer nobody, nothing happens.
- What happens to the details of people I refer?
- We contact them about their work, as we would any enquiry. You can see that a referral you made reached each stage, so you know your introduction landed. We never share their tax information with you.
- Do you have a programme for India filings too?
- Yes, and it works the same way with its own rates in rupees, covering ITR filing, GST, company registration and bookkeeping. Tell us on the call which market your community is in and we will set you up on the right one.
Still unsure? Get in touch and ask. The programme is deliberately simple and there is no catch to find.