Knoxville, Tennessee · Mon–Sat 10a–7p, by appointment · 865.359.0228
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— Referral Partners
Your client has a problem you don't solve. to someone who does.
Bankruptcy attorneys, real estate agents, mortgage professionals, business coaches, and promoters send clients to HB Financial Group. You get a licensed professional you can vouch for. They get an Enrolled Agent. It takes about ninety seconds.
— WHO WE'RE A FIT FOR
Six people who keep running into the same wall.
Bankruptcy attorneys
Clients with unfiled returns, IRS balances, or post-discharge tax questions. An Enrolled Agent can represent them before the IRS.
Real estate agents
Buyers who aren't qualified yet, and self-employed buyers whose returns don't show what they actually earn.
Mortgage professionals
The same, plus year-round document support.
Business coaches and consultants
Clients who need an entity, books, or a tax position before the strategy work will hold.
Promoters and creators
An audience that wants to become tax preparers.
Insurance and financial advisors
Business owners needing bookkeeping and tax planning.
— HOW IT WORKS
Four steps, and none of them are hard.
- No. 01
Apply
It takes two minutes and there's no login to set up.
- No. 02
Melissa approves you personally
I read every application myself, usually within two business days.
- No. 03
Submit referrals
Send them from your dashboard or from your own referral link.
- No. 04
Watch the status
You'll see where things stand without having to chase anyone.
— WHAT YOU GET
Two programs, and we decide which one you're in.
Professional partners
A relationship, not a payout.
- ◆ A named point of contact
- ◆ A call scheduled within five business days for anyone you send
- ◆ Status visibility on your referrals
- ◆ A co-branded one-pager
- ◆ Referrals back when we have a fit
We do not pay referral fees to attorneys, real estate professionals, mortgage professionals, or anyone in a position where accepting one would be prohibited. This is a mutual professional relationship, not a paid one.
Affiliate partners
Paid on Academy enrollments.
- ◆ Commission on Academy enrollments, rate stated in your partner agreement
- ◆ A unique referral link
- ◆ Real-time tracking
- ◆ Monthly payouts
Academy products only. Tax preparation, tax resolution, credit services, ITIN, bookkeeping, business formation, registered agent, and Brand Co builds are never commissionable, for anyone, in any tier.
Your profession decides your program when you apply, and you can't pick it yourself. Client referrals are separate: a client who sends us someone gets a $50 account credit toward their next HB service after the referred client pays in full, and that credit excludes credit services.
— WHAT WE WILL NOT DO
Here's the honest answer.
No guarantees
We won't promise an outcome, a refund, a score, or a result, to you or to them. Nobody honest can.
No promises on your behalf
We won't tell your referred client what you would have told them, and we won't commit them to anything before they've talked to us.
Nothing confidential shared
We won't share anything confidential about their taxes or their finances with you or with anyone else. You'll see status, and that's it.
Prefer to skip the application? Send a referral without an account
— QUESTIONS
What partners ask us first.
That depends on your profession, and you don't get to choose. Attorneys, real estate agents, mortgage professionals, title and escrow, insurance, financial advisors, and CPAs are never paid for a referral, because accepting one could be prohibited for them. Everyone else can join the affiliate program, which pays 20% of collected revenue on Academy enrollments only.
— NEXT STEP
Apply once, and send clients for years.
I read every application myself and you'll hear back within two business days.