How can we help you?

How do I refer clients to the Tax Debt Resolution service?

We partnered with Community Tax to offer tax debt resolution and IRS representation though a referral program.1 Refer clients to a team of specialists and Community Tax will reduce your workload by working directly with your clients, while you maintain the support channels to use at your discretion.

 

Why would I refer clients to Community Tax? 

When you refer clients to Community Tax through Santa Barbara Tax Products Group, our agreement with Community Tax ensures the referral is limited to tax debt resolution services only. Tax preparation or other financial services are not offered to your clients.

 

Earn 10% of the total tax investigation fee that your client paid to Community Tax.2 In cases where tax debt resolution requires filing prior year tax returns tax professionals are paid $150 per return.2 In every situation, Community Tax reminds clients to return to your office at tax time to file their return.

 

How the process works

Follow the steps below to submit your client referrals. 

 

Step 1 - Refer clients

Submit your client referrals to Community Tax specialists to offer expanded services while continuing to serve as their tax professional.

 

Option 1

Login to our website and navigate to the Tax Debt Resolution program. Select "Submit referrals" and "Continue" to navigate to the referral portal and submit your client referrals.

tdr-opt-in.jpg

Option 2

Submit your client referral securely in either English or Spanish without logging into our website. 

 

Step 2 - Investigation

Once you have submitted your referral, your client will be contacted within minutes with a free tax analysis. A data analysis will be conducted, and a plan of action to address the problem will be provided to your client.

 

Step 3 - Resolution

Data and financial documents will be gathered and submitted to the IRS and/or state revenue department on your client’s behalf. Earn a share of the fee paid to Community Tax for tax resolution services.2

 

 

1 Tax debt resolution services provided by Community Tax, LLC which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service.

2 Referral fee paid monthly to qualified tax professionals by Santa Barbara Tax Products Group. Referral fee is 10% of the service fee paid by the taxpayer to Community Tax for tax resolution services. Santa Barbara Tax Products Group may be paid for your referral. Neither Santa Barbara Tax Products Group or Green Dot Corporation, nor any of their respective affiliates are responsible for the products or services provided by Community Tax, LLC. Fees, terms and conditions apply.

Was this article helpful?
1 out of 1 found this helpful