Tall Oak Affiliate Program

Tax Preparation and Bookkeeping Affiliate Campaigns

How it works

When signing up as an affiliate with us, you will get a designated portal with a personalized, sharable link. Once a referral signs up for a Strategy Session, the referral lead will generate in your portal. In the portal, you can track referrals, choose preferred payout methods, and earn commissions!

1

Fill out the Affiliate Request Form below

1

Fill out the Affiliate Request Form below

2

Log into the portal and upload requested documents

2

Log into the portal and upload requested documents

3

Update your preferred payout methods

3

Update your preferred payout methods

4

Share your personalized affiliate links and track your referrals

4

Share your personalized affiliate links and track your referrals

Key Payout Details

Tax Preparation Campaign

Receive $150.00 per referral that signs on with us!

Bookkeeping Campaign

Receive 10% of your referral's monthly bookkeeping cost, per month, for up to 12 months!

Payout Times

Payouts occur withn 30 days from new referral sign on.

Apply to our Referral Program

Common questions, straight answers

Have a question that's not covered here? Reach out and we'll get back to you within one business day.

How does your consulting process work?

We begin with a detailed consultation to understand your needs, followed by tailored strategies and ongoing support to drive measurable results.

What industries do you specialize in?

How long does it take to see results?

Do you offer one-time consultations?

Can small businesses afford your services?

Can you complete my bookkeeping needs and support my tax needs?