START EARNING FOR REFERRALS  $$

Earn extra cash as a Tax Client Outreach Specialists with us this upcoming tax season!



In this role, you won’t prepare taxes—you’ll focus on attracting and enrolling new tax clients for our firm.


Start Earning

Are you looking for a flexible, seasonal opportunity to earn extra income? Join our team as a Tax Client Outreach Specialist  for the upcoming tax season! This is a commission-only position where you’ll have the chance to earn unlimited income by referring clients to our tax preparation services.

What you'll do

  • Use word of mouth, social media, and print marketing to promote our tax services
  • Follow our step-by-step game plan and use provided marketing materials to generate leads
  • Set appointments for tax prep and guide clients through our simple intake process
  • Help clients complete intake paperwork and upload required documents
  • Coordinate with our team so we can take over the tax preparation and filing
  • Enjoy bonus opportunities, including a $50 bonus for every 5 successful referrals.
  • Take advantage of 50% off your own tax preparation services as a Referral Partner.

Easy and quick

  • Flexible, work-from-anywhere opportunity—perfect for those seeking extra income during tax season.
  • No prior experience required—just a motivated attitude and a willingness to promote our services.
  • Marketing materials, a personalized promo code, and a marketing plan are provided to help you succeed.
  • Referral payments are issued weekly, once the IRS funds the client’s return and we receive payment.

Compensation

  • Commission: $50 per referral
  • Bonuses: $50 bonus for every 5 referrals

Requirements

  • Ability to communicate and promote our services to your network effectively.
  • Must be 18 years or older.
  • Reliable internet access to manage referrals and promotions.

At Urban Tax Services, we pride ourselves on providing professional, fast, and reliable tax preparation services. We’re looking for motivated individuals to help us grow during this busy season. Join our team and be part of a rewarding seasonal opportunity!

Get Started

THE PROCESS

01

SIGN UP

  • Register for the program by completing a simple referral agreement form.
  • You'll receive a unique referral code to start earning.
  • You'll receive personalized marketing collateral to start spreading the word.
  • You'll be able to track referrals.

02

MAKE REFERRALS

  • Share your unique code with friends, family, and your network.
  • Referrals can visit our office or complete their tax preparation virtually.

03

EARN REWARDS

  • Receive $50 for every referred client who files their taxes with us.
  • Referral fees are paid via ACH direct deposit once the referral's return is completed and funded.

04

ONGOING BENEFITS

  • No limit to the number of referrals participants can send.
  • Bonus opportunities for reaching referral milestones (e.g., $50 bonus for every 10 referrals).

BENEFITS FOR REFERRAL PROGRAM PARTICIPANTS

  • Personalized Support:
  • Access to one-on-one support or group coaching sessions to help implement the marketing plan effectively.
  • Exclusive Resources:
  • A dedicated referral toolkit, including tips, best practices, and scripts for approaching potential clients.
  • Recognition Program:
  • Top performers are highlighted in a monthly leaderboard.
  • Bonus Incentives:
  • Tiered rewards (e.g., $50 bonus after the first 5 successful referrals).
  • Discounts on Services:
  • Discounted tax preparation services for participants..
  • Custom-Branded Marketing Materials:
  • You'll be provided  with personalized flyers, business cards, and social media graphics featuring your name and referral code to enhance your professional image.
  • Flexible Payout Options:
  • Allow you to choose how you receive your referral rewards (e.g., direct deposit, gift cards, or other payment methods).
  • Networking Opportunities:
  • Access to a private referral community where you can share ideas, strategies, and success stories.
  • Educational Perks:
  • Webinars and training sessions on topics like social media marketing, networking, or financial literacy.
  • Referral Tracking Dashboard:
  • Have access to a platform where you can track your referrals and earnings in real-time.