Bring tax prep to your team, or partner with us on state returns
We're building two programs for the 2027 filing season: an employer benefit program for businesses, and a state-return partner marketplace for firms that handle state and local filings.
The employer benefit program
Planned for businesses with 5 or more employees: offer your team federal tax prep as a workplace benefit, with no cost to you unless you choose to fund it.
Option 1 — You fund it
Pay upfront for your employee list at a volume discount (planned: 10-25% depending on list size). Each employee gets at least a no-meeting filing at the amount you cover.
Option 2 — Zero cost to you
Share a company link and code with staff. No budget needed. Your employees get our early-season price, and your company earns a referral reward for every employee who files with us.
Option 3 — Pay per use
Set a covered amount; you're only billed monthly for employees who actually file and consent to the billing, at a smaller discount than prepaying.
We never tell an employer which specific employees used the benefit — employers see totals only (invited, signed up, filed). Full program terms will be published when the employer program opens.
Become a state partner
We only prepare federal returns. When a client also needs a state or local return, we plan to refer them to a vetted partner firm — bringing you clients at no marketing cost to you.
You set your own fee
Clients see a marketplace of partner firms for their state, each at the fee that firm sets — including yours, at the price you choose.
Pay only when selected
A flat $20 fee unlocks a specific referral — paid only after a client has already chosen your firm, never upfront and never for being listed.
Ready-to-file referrals
Once unlocked, you get direct contact with the client through our portal plus a download of their already-filed, IRS-accepted federal return — no chasing documents.
No competition
We don't prepare state returns ourselves, under a mutual non-solicitation agreement — a client who files their state return with you stays your client.
Two-way referrals
Partners will also be able to send us clients they don't serve (for example Americans abroad) through our standard referral program.
We'll notify partners as soon as a referral becomes available for their state — no fixed schedule, just a heads-up the moment there's a match.
Register your interest
Neither program is open yet. Tell us which one you're interested in and we'll reach out when it launches — no commitment, no cost to register interest.
Please don't include any client, employee, or tax information in your email — this address isn't a secure portal. We'll only ask for business/firm-level details needed to set up the partnership once it's ready to launch.