THE CROWNED WEALTH REFERRAL PROGRAM
Share the connection.
Join as a partner.
This is the registration for people who want to earn referral rewards—not the tax-intake form for clients they refer.
REGISTER TO BECOME A PARTNER
Your connections
have value.
You don't need tax software or tax training. When you connect a new client with Crowned Wealth, we handle the return. You're compensated only after the referral qualifies and the preparation fee is actually received.
$50 for every qualified new client.
Earn additional cash bonuses at the 5, 10, and 20 qualified-referral milestones.
Simple introductions.
Refer people in your community or on social media. We handle tax preparation and secure client intake.
Payment comes after completion.
Partners are paid only after Crowned Wealth receives the client's tax-preparation fee, whether paid directly or funded through a refund.
Your guidebook is presented exactly as provided.
JOIN THE REFERRAL PROGRAM
Partner registration
Enter your information so Crowned Wealth can contact you about joining the referral program. No financial, banking, or tax documents are needed.
Looking to join the tax preparation team instead? View tax-team opportunities ↗
ALREADY A REFERRAL PARTNER?
Referring someone
for tax preparation?
This is a separate form for the new tax client you're referring. The client completes it to start their tax-preparation inquiry and identifies you as the referral source.
Use this client form only for referred tax clients, not for partner registration.