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REFERRAL PARTNER PROGRAM
Your Clients Are Sitting on
Life-Changing Tax Credits.
Help Them Find It.
As a tech vendor or supplier, you're already in the room with companies doing innovative work every day. Partner with Elite R&D Tax Group and earn a commission every time one of your clients claims the credits they deserve, at zero cost to them to find out.
See If You Qualify as a Referral Partner
Adding Real Value for Your Clients.
Get Paid When They Win.
Earn a Commission on Every Conversion
When a client you refer uses our service and secures credits, you earn a commission. The bigger their credits, the more meaningful your reward.
Strengthen Your Client Relationships
Introducing clients to hundreds of thousands in tax savings positions you as a trusted advisor, not just a vendor. That kind of value is remembered.
Zero Effort After the Introduction
Our CPA-credentialed team handles the entire process — discovery, documentation, filing, and defense. You make the introduction; we do the rest.
YOUR CLIENT BASE
If You Sell to These Industries, Your Client Will Likely Qualify
Innovation happens in more places than people expect. If your clients are doing technical problem-solving, design work, software development, or engineering, they may be eligible for a significant R&D tax credit.
Smart Home Automation
Custom integration, control systems, complex installs
A/V Integrations
Home theaters, commerical A/V, system design
SaaS & Software
Platform development, product engineering, R&D teams
Engineering & Manufacturing
Process improvement, custom fabrication, prototyping
THE PROCESS
How the Referral Works
We've made it as simple as possible. You don't need to understand the tax code, just make the connection.
You Make the Introduction
Share your client's name and contact info. We reach out promptly and professionally, always with your relationship in mind.
We Do All the Work
Our team conducts a free analysis, builds the credit study, coordinates with the client's CPA, and delivers a fully defensible claim.
You Earn When They Win
When your client successfully secures their R&D tax credit, you receive your commission. No credits secured, no awkward conversations.
CLIENT RESULTS
What Your Clients Can Expect
These are real results from real companies, the same kinds of businesses your clients likely are. This is what a referral from you could mean for them.
SMART HOME AUTOMATION
$275,603
Argenta Solutions
3-year lookback · 15 employeess surveyed · $3,720/employee/yr
A/V INTEGRATION
$300,000+
Utah A/V Company
Hands-on technical problem-solving qualified as R&D
SAAS · B2B PLATFORM
$1,100,000+
Graphite Connect
50-100 employees · Credit grew 50% from 2021-2023
"Working with Graphite was the kind of partnership we love at B10. Their team was sharp, engaged, and truly committed to getting it right — not just checking a box. Each year we uncovered more opportunity, and it was rewarding to see how that translated into real results."
- Elite R&D Tax Group
Common Partner Questions
Not at all. You simply make the introduction. Our CPA-credentialed team handles every aspect of the analysis, documentation, and filing process. No tax knowledge required on your end.
You earn a commission when a client you referred successfully uses our service and secures their R&D tax credits. We'll keep you in the loop throughout the process.
Very little. Once you make the introduction, our team takes it from there. We handle the outreach, analysis, study, and filing. You're welcome to stay informed, but it's not required.
None. We offer a free, no-commitment analysis to every referred client. There's no risk for them to find out — and the potential upside can be significant.
With the same level of professionalism and care you'd expect to reflect on your own business. Our team is CPA and Attorney credentialed, and we treat every client relationship as a long-term partnership.
Yes. Depending on the situation, credits may be used to offset payroll taxes or carried forward to future tax years. Profitability is not a requirement for eligibility.