Built for realtors, financial advisors, property managers, and attorneys whose clients regularly need a tax preparer — a straightforward, written, fully disclosed referral arrangement.
If you're a realtor closing on rental properties, a financial advisor whose clients need coordinated tax planning, a property manager fielding "who does my owner's taxes" questions, or an attorney whose clients need a return filed — this is for you.
Paid on whatever the referred client actually pays Clear Street Tax in their first year — return prep, bookkeeping retainer, or both.
No handshake deals. Every partner referral runs through the same process:
A short written agreement covering the 10% fee, the cap, and the quarterly payout schedule — nothing verbal, nothing informal.
An email, a warm intro, or a name and number — whatever's natural for how you work with your clients.
Once the referred client's invoice is actually paid, it shows up on your next quarterly statement.
Every client whose engagement letter includes a referral states it plainly: "You were referred to Clear Street Tax by [Name]. A referral fee was paid for this referral, as disclosed under Circular 230." The client sees it before they sign anything.
Send a note with your name, what you do, and roughly how many referrals a year you'd expect to send — I'll follow up with the written agreement.
contact@clearstreettax.com →