Expand Your Client Services and Generate Year-Round Revenue.
Join the Optima Tax Shield Partner Program and offer award-winning tax protection solutions to your clients.
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.
Benefits
Why Partner With Us?
Join a program designed to help your business grow while providing valuable services to your clients
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.
Client Retention
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
We believe that Partners should win together with us. You will NEVER be asked to pay a fee to be eligible.
Partnership Options
Flexible Partnership Options
Choose the partnership model that works best for your business
Referral-Based Partnerships
Perfect for financial and non-financial organizations looking to offer additional value to their clients
- Refer clients to Optima Tax Shield
- Earn commissions on referrals
- Minimal setup required
- Receive referrals from Optima (approved partners)
Enterprise Partner Tier
Advanced partnership option for tax professionals seeking additional revenue opportunities
- All referral partnership benefits
- Additional revenue from referring other tax professionals
- Flexible service delivery options
- Choose to refer all clients, deliver services yourself, or use a combination approach
3 Easy Steps to Join
Sign Up
Join our partner program through our partner signup page or attend a webinar hosted by our CEO David King and Chief Tax Officer Philip Hwang
Get Approved
Our team will review your application and work with you to determine the best partnership model for your business
Start Earning
Begin referring clients and generating revenue while providing valuable tax protection services to your customers
