Affiliate Referral Program Terms & Conditions
By registering for and participating in the Affiliate Referral Program (“Program”), you (“Affiliate”) agree to the following Terms & Conditions. Participation in the Program constitutes acceptance of these terms.
1. Program Eligibility
- The Program is open to individuals who are 18 years of age or older.
- Affiliates must provide accurate and truthful information during registration.
Existing tax clients may receive additional loyalty-based benefits as outlined in program materials.
We reserve the right to approve, deny, suspend, or terminate any affiliate account at our sole discretion.
2. Referral Qualification
A referral is considered successful and commission-eligible only when all of the following conditions are met:
The referred client’s tax return is filed between January 1st and April 15th
The tax return is accepted by the IRS
The tax return is fully paid and funded, and we have been compensated for the service
The referral is properly attributed using the Affiliate’s Affiliate Number or referral ID
- Referrals that are pending, rejected, incomplete, duplicated, reversed, refunded, charged back, unpaid, or otherwise not compensated do not qualify for commissions, bonuses, leaderboard placement, or raffle eligibility.
If a referral initially appears as pending or approved but is later reversed, unpaid, or not compensated for any reason, no commission or bonus will be owed, and any related incentive may be removed.
3. Commission Structure
- Affiliates earn $25 per successful referral for their first two (2) approved referrals.
After two (2) successful referrals, affiliates earn $65 per referral.
- Existing tax clients qualify for an additional flat $10 loyalty bonus per successful referral, applied after the Affiliate’s first two (2) successful referrals.
- The $10 loyalty bonus is added on top of the standard referral rate for each qualifying referral.
- Loyalty bonuses for existing tax clients are added on top of the $65 referral rate as follows:
Loyalty bonuses apply only while the Affiliate remains an active tax client.
Commission eligibility for returning clients is limited to two (2) additional tax seasons following the initial referral.
4. Bonuses & Incentives
Affiliates earn a $150 bonus for every six (6) successful referrals.
The Top 3 affiliates of the tax season will each receive a $750 bonus, provided they have a minimum of sixteen (16) approved referrals.
Affiliates with ten (10) or more successful referrals qualify for entry into the $2,000 bonus raffle.
Bonus eligibility is determined solely by approved, paid referrals.
Bonuses are not guaranteed and may be adjusted, withheld, or revoked if eligibility requirements are not met.
5. Payout Schedule
Affiliate commissions and bonuses are paid on the following dates:
February 27th (mid-season payout)
April 22nd (final season payout)
Only referrals approved prior to each payout date will be included in that payout cycle.
6. Tracking & Reporting
Affiliates are responsible for ensuring referrals use the correct Affiliate Number or referral ID.
Dashboard statistics are provided for convenience; internal records govern final determinations.
Leaderboards are updated weekly and finalized after April 15th.
We reserve the right to correct tracking errors at any time.
7. Prohibited Activities
Affiliates may not:
Submit fraudulent, false, or self-referrals
Guarantee refunds, credits, or IRS outcomes
Misrepresent tax services or eligibility
Collect, store, or transmit sensitive taxpayer data (including SSNs or DOBs)
Use spam, deceptive marketing, or impersonation
Run paid ads using our name, brand, or likeness without written consent
Violations may result in immediate termination and forfeiture of unpaid commissions.
8. Termination
We reserve the right to suspend or terminate any affiliate account at any time for:
Policy violations
Fraud or abuse
Misrepresentation
Harm to the company or its clients
Termination results in forfeiture of unpaid commissions tied to ineligible referrals.
9. Independent Contractor Status
Affiliates are independent contractors and not employees. Affiliates are responsible for all applicable taxes on commissions earned. No employment, partnership, or agency relationship is created.
10. Program Changes
We reserve the right to modify, suspend, or terminate the Program at any time. Changes will be posted on our website and/or affiliate dashboard. Continued participation constitutes acceptance of updated terms.
11. Limitation of Liability
We are not liable for indirect, incidental, or consequential damages arising from participation in the Program. Total liability shall not exceed commissions paid to the affiliate.
12. Governing Law
This Agreement is governed by and construed in accordance with the laws of the State of Florida
13. Agreement Acceptance
By registering for the Affiliate Referral Program, you acknowledge that you have read, understood, and agreed to these Terms & Conditions.