Referral Agent Program

Become a Referral Agent and Earn While Helping Others!

Program Overview

Become a Referral Agent with Summit Lux Tax Solutions and earn money simply by connecting people to trusted, professional tax services. As a referral agent, you are not an employee—you operate as an independent contractor.

Once approved, you will receive your own unique referral link and QR code to give out to potential clients. This ensures that every referral is tracked accurately, and you never miss your commission.

What You Earn

$100 for every W-2 client you refer
$150 for every Schedule C/W-2 client you refer
$500 bonus after 10 completed referrals
Weekly payouts once your referred clients are fully funded

Program Requirements

Only submit legitimate, qualified referrals
Maintain professionalism when referring clients
Abide by program guidelines
Submit a completed W-9 before your first referral is accepted

Tax Compliance

Referral agents earning $600+ per calendar year will receive a 1099-NEC. We require a W-9 on file to process your commissions.

Personal Information

Full Name *

Email *

Date of birth

Phone *

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

City *

State *

Preferred Contact Method *

Text

Call

Program Agreement

Please check ALL to confirm *

I understand I am an independent contractor, not an employee of Summit Lux Tax Solutions.

I understand commissions are paid weekly once my referred clients are funded.

I agree to only submit legitimate referrals.

I understand I must submit a W-9 to receive payouts.

I agree that all referral activity will be tracked using my unique link/QR code.

Date *

Signature *

Clear