Avantax Planning PartnersSM Referral Program
It’s no secret our CPA partners are a cornerstone of Avantax - we also know you tend to keep good company. Do you have a friend or colleague that would benefit from affiliating with Avantax?
If so, our affiliation referral program is built to make sure you benefit as well.
| Your Referral Firm Size | Monetary Value |
|---|---|
| $0-2M in revenue | $2,500 |
| $2-5M in revenue | $5,000 |
| $5-10M in revenue | $7,500 |
| $10M+ in revenue | $10,000 |
Note:
- Referral fee will be paid once referred firm affiliates with APP and production revenue is confirmed.
- Referral payout will be to the individual.