5 qualified referrals
+ $50 milestone bonus
$300TOTAL EARNED
$250 referral pay + $50 bonus
THE REFERRAL EXPERIENCE
A good connection
should be rewarding.
Share Crowned Wealth with someone who needs tax services and explore our referral partner opportunity.
BECOME A REFERRAL PARTNER
Share. Connect. Earn.
Turn the people you know into an income opportunity—without preparing a single tax return. Simply introduce someone who needs tax preparation, and Crowned Wealth handles the rest.
Earn $50 for each qualified new client who completes and pays for tax preparation with Crowned Wealth. Plus, unlock separate cash bonuses when you reach referral milestones.
No tax software, no tax training, and no tax returns to prepare. Your role is to make the connection—not provide tax advice.
Already a referral partner? Your referred tax clients—not you—complete the Referred Client Tax Intake Form ↗ when they are ready to have their taxes prepared.
Want to become a partner? Use the registration button above. These are two different forms.
YOUR NETWORK HAS VALUE$50
PER QUALIFIED
NEW CLIENT
YOUR EARNING PATH
Every connection counts.
Milestones reward more.
Your $50-per-client earnings keep adding up. Milestone cash bonuses are paid in addition to your referral earnings.
10 qualified referrals
+ $100 milestone bonus
$650TOTAL EARNED
$500 referral pay + $150 cumulative bonuses
20 qualified referrals
+ $250 milestone bonus
$1,400TOTAL EARNED
$1,000 referral pay + $400 cumulative bonuses
After 20 qualified referrals: Keep earning $50 for every additional qualified new client. These are cumulative examples, not guaranteed earnings.
THE SIMPLE PROCESS
Four steps to share & earn.
Share
Tell someone about Crowned Wealth or give them Danielle's business contact information.
Connect
Make sure the new client identifies you as the person who referred them.
Complete
Crowned Wealth prepares the client's return and receives the preparation fee—either paid directly or collected when a refund is funded.
Earn
Referral rewards become payable after Crowned Wealth actually receives the client's preparation fee. Applicable milestone cash bonuses are added on top.
YOUR COMPLETE PARTNER GUIDE
Everything you need.
All in one guide.
The official Crowned Wealth Referral Partner Guidebook includes the earning milestones, qualification rules, a simple referral message you can send, and important program details.
VIEW THE PARTNER GUIDE — PDFA four-page guide you can save or share. Review the details before joining.
GOOD TO KNOW
What makes a referral qualified?
To qualify for the $50 referral reward, all four conditions must be met.
- The person is a new Crowned Wealth Tax Solutions client.
- They identify you as their referral source.
- They complete tax preparation with Crowned Wealth.
- Crowned Wealth has received the client's tax preparation fee.
When do referral partners get paid?
Referral earnings are released only after the new client's return has been prepared and Crowned Wealth actually receives the preparation fee. If the fee is deducted from the client's tax refund, payment waits until the refund is funded and the fee is received. A submitted return by itself does not trigger a referral payout.
Only one referral partner may be credited for each client. Partners should disclose that they may receive referral compensation. Do not collect tax documents or provide tax advice on Crowned Wealth's behalf. Program terms may be updated.
READY TO SHARE & EARN?
Your next connection
could be rewarding.
REGISTER AS A REFERRAL PARTNERRead the complete guide first ↗
Already registered? Send a referred client to the tax-intake form ↗