Add a service layer to your existing client relationships — and earn a referral fee every time they recover what they're owed.
See How It Works →Who This Is For
If you advise business owners, you're sitting on an untapped opportunity. Offer a service that gets you in the door with new clients — and back in the door with the ones you already have.
How It Works
Complete a simple affiliate application and get your personalized portal, marketing materials, and tracking dashboard — everything set up and ready to go.
Apply Now →Share your affiliate link with a business owner client. We handle every qualification, analysis, and filing from there.
You earn a referral fee on every recovery. Contingency-based — no client benefit, no fee.
Your personalized affiliate dashboard shows every referral, qualification, and payout in real time.
Partner Compensation
There are three ways to earn as a CPP partner — upfront fees, trailing fees as recoveries are processed, and overrides when you refer other professionals to the program.
Services like Cost Segregation Studies are completed and paid out relatively quickly after the client engagement is finalized.
R&D Tax Credits and WOTC take longer to process. R&D goes back 3 years, potentially creating multiple payout events per client.
When you refer another professional to the program, you will earn an override on their deals — adding a residual income stream on top of your own referral activity.
Why It Works
We never replace, compete with, or undercut what you already do for your clients. This is purely additive.
No quota to hit, no per-deal fees, and no long-term contract. You earn when your clients benefit — the structure is designed to work in your favor.
Partners receive the full per-deal fee amount — earnings aren't reduced as they pass through the structure.
Your clients are in experienced hands. The track record protects their interests and your professional reputation.
This is a conversation starter with prospects who haven't said yes to you yet. Bring them value first — relationship follows.
Most business owners who go through evaluation find something. High conversion means referrals rarely go to waste.
Tell us a bit about yourself and we'll follow up with everything you need to get started.
This program is for referral purposes only and does not constitute financial, legal, or tax advice. Submitting this form does not guarantee partnership or income of any kind.