Partner Application

Apply to Join Our Vetted Partner Network

We refer taxpayers only to licensed, accredited firms with a clean track record. Tell us about your practice and our team will review your application.

BBB Accredited

Accreditation and rating in good standing.

Credentialed Staff

Enrolled Agents, CPAs or tax attorneys on staff.

IRS Representation

Able to hold Power of Attorney (Form 2848).

Clean Record

No unresolved disciplinary or licensing issues.

Firm Application

Takes about 3 minutes.

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Thank you for your response. ✨

BBB accredited?(required)

Credentialed staff (select all)(required)
Can hold IRS Power of Attorney (2848)?(required)

States serviced(required)

Services provided (select all)
Disciplinary action or lawsuit in past 3 yrs?(required)

E&O insurance?

What happens next: our partnerships team reviews every application and verifies credentials, BBB standing and licensing before any referrals are made. We follow up by email or phone, typically within 3-5 business days. Submitting an application does not guarantee acceptance into the network.

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