Partnership Opportunities

CPA Referral Program

Through its Referral Program, TaxBreak allows CPA firms/Referral Partners to take advantage of this capital recovery company's proprietary, leading-edge technology and years of experience which researches / identifies / processes federal and state tax credits, government incentive programs and other expense reduction and capital recovery opportunities. This partnership will generate recurring revenue streams that will improve the financial performance of clients while adding value to your offering with a return on investment (ROI) that will make your services an easy "YES" for new prospects and give you a strategic advantage that differentiates your firm from others.

Benefits to CPA Firm

• Client retention
• Gain access
• Cost justification
• Generate additional revenue
• Protection against predatory marketing

Benefits to CPA Client

• Decrease tax payments
• Increase cash flow
• High ROI service
• Fees are paid only if benefits are earned

Few CPA firms now have a tax credit product for their clients, in part because of the contingency fee-based relationship associated with these services. Our tax credit service maintains the client contract relationship, thereby shielding the CPA from a contingency fee-based relationship. Additionally, if your CPA firm routinely provides tax credit services, those services can be carved out of the Referral Program with TaxBreak.

Most tax credit products are time consuming and difficult to administer. They utilize a phone bank where each applicant has a 5-7 minute phone call in which the hiring manager has to get on the phone. If the new hire qualifies, the manager must pull shelf forms, have the new hire complete them and, then, send them to the provider.

TaxBreak's screening methods eliminate up to 86% of the paperwork and give the ability to target credit-eligible applicants in the hiring process. TaxBreak offers several processing options to coordinate with current hiring practices which can turn Human Resources Departments into profit centers. TaxBreak uses one short form to initially screen job applicants or new hires and provides all pre-filled necessary forms for the new hire to sign. The process takes 2 minutes per applicant and multiple applicants can be screened at the same time. TaxBreak works on a contingency fee basis; so, there is no financial risk to TaxBreak's clients.

TaxBreak will enable your company to stay competitive, offer an advanced value-added product, retain clients, gain access, justify costs and generate additional revenue and, at the same time, provide tremendous benefits to your clients. Our experience and expertise, coupled with our technology, enable us to provide clients with unparalleled service. Contact us at (888) 291-1938 ext.16 if you are interested in TaxBreak's Referral Program.

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