Join Our Referral Program
Referral Agent Agreement
Effective Date: [Automatically Captured Upon Submission]
This Referral Agent Agreement (“Agreement”) is made between AC Tax Solutions (“Company”) and the individual completing this form (“Referral Agent”). By submitting this form, the Referral Agent acknowledges that they have read, understood, and agree to the terms outlined below.
1. Purpose
This Agreement outlines the terms under which the Referral Agent will refer potential clients (“Referred Clients”) for tax preparation or related services.
If this Referral Agent has been recruited, engaged, or managed by a Professional Tax Preparer (“Recruiting Preparer”) who is independently contracted with AC Tax Solutions, the Referral Agent acknowledges that they are acting as an independent sub-referral agent of that Recruiting Preparer, and not as an agent, representative, or employee of AC Tax Solutions.
2. Referral Agent Responsibilities
The Referral Agent agrees to:
Promote the tax preparation services of their Recruiting Preparer or AC Tax Solutions using approved marketing materials.
Use their assigned affiliate or referral link when referring clients.
Ensure each Referred Client identifies the Referral Agent and/or Recruiting Preparer at the time of service.
3. Payment Terms
If engaged directly by AC Tax Solutions:
Referral compensation will be paid by AC Tax Solutions according to the following schedule once the referred client’s return is completed and funded:
1–10 successful referrals → $50 per referral
11–25 successful referrals → $75 per referral
26+ successful referrals → $100 per referral
Payments are processed [monthly/quarterly] via [direct deposit/electronic payment].
If engaged by a Recruiting Preparer:
The Referral Agent understands and agrees that all payments, commissions, or bonuses are the sole responsibility of that Recruiting Preparer.
AC Tax Solutions is not responsible for paying, tracking, or enforcing any payment arrangements between a Recruiting Preparer and their referral agents.
4. Conditions of Payment
Compensation is only earned for verified referrals that result in completed, funded returns.
No payment is due for unfunded, canceled, or incomplete returns.
AC Tax Solutions reserves the right to verify the completion and funding status of any return before authorizing payment (when AC Tax Solutions is the payor).
5. Independent Contractor Relationship
Referral Agents and Recruiting Preparers are independent contractors. This Agreement does not create any employment, joint venture, or partnership relationship with AC Tax Solutions.
6. Non-Exclusivity
This Agreement is non-exclusive. The Referral Agent may refer clients to other companies, and AC Tax Solutions may work with other referral agents or preparers.
7. Confidentiality
Referral Agent agrees to maintain confidentiality regarding all client information, pricing, systems, and business operations. This obligation survives termination.
8. Termination
Either party may terminate this Agreement at any time with written notice.
The Referral Agent will be entitled to compensation only for referrals completed and funded prior to the termination date.
9. Limitation of Liability
Referral Agent understands and agrees that AC Tax Solutions and its owners are not responsible or liable for any compensation disputes between a Recruiting Preparer and their sub-referral agents.
Any compensation arrangement made between those two parties is a private agreement.
Agreement Acknowledgment
By clicking “JOIN REFERRAL PROGRAM”, the Referral Agent:
Confirms they have read and understood this Agreement in full;
Acknowledges they are entering this Agreement voluntarily and independently;
Understands that clicking “Submit” serves as their digital acknowledgment and acceptance, carrying the same legal effect as a signed contract.
By submitting this form, you agree to the terms and conditions stated above.