Expand your client services and generate year-round revenue by becoming an Optima Partner!
How It Works
See how our Partner Program can help grow your business and boost your revenue! Click the button below to join a webinar hosted by Optima’s CEO David King and Chief Tax Officer Philip Hwang.
Program Benefits
Year-Round Revenue
Our tax season never ends, allowing you to generate revenue throughout the year. This year-round income stream can help your business’s bottom line during the leaner months outside the traditional tax season.
Attract New Clients
Expand your services by offering post-filing products backed by the largest, most trusted company specialized in helping taxpayers resolve IRS issues and debts.
Award-Winning Support
Optima’s support team will help you gather the documents you need to complete your work so you can prepare tax returns on your time and without any in-person meetings with clients.
Revolutionary Technology
Turn-key technology that will allow you to easily support your clients and recognize revenue generating opportunities.
Retain Your Clients
Retain your existing clients by becoming their year-round tax resource. Optima will monitor behind the scenes and send alerts if there are any tax issues to be aware of.
No Franchise Fees Whatsoever!
We believe that Partners should win together with us. You will NEVER be asked to pay a fee to be eligible.
Partner Benefits
Flexible Referral Opportunities:
Our partnership program welcomes even non-financial organizations interested in offering their clients access to Optima Tax Shield and our industry leading tax resolution services.
Enterprise Growth:
Become an Enterprise Partner and earn additional revenue by referring other tax professionals (Enterprise Network Partners) who enroll their clients in Optima services.
Flexible Service Options:
Choose to refer all clients, deliver services yourself, or combination of both—based on your business model and preference. Approved and qualified partners can also receive referrals from Optima.