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Become an Sagemont Tax
Referral Partner

Partnering with Sagemont Tax can be a lucrative addition to your business. To date, more than half of eligible businesses have not yet taken advantage of the ERC.

This means that there are billions of dollars available for business owners, in all industries, nationwide. Our referral program compensates partners like you simply for educating and referring clients to us.

Send them to someone you can trust.

Send them to someone you can trust.

ERC services should indisputably be provided by a firm composed of experienced, credentialed, and licensed tax, accounting, and legal professionals. This is why Referral Partners come to Sagemont Tax. 

Sagemont Tax’s executive leadership team is composed of CPAs and/or attorneys with big firm experience (Big Four, Big Law, and Top 25 global consulting firms) with decades of experience in both advising taxpayers on complex tax transactions and tax positions, as well as representing clients in front of the IRS. 

Our average timeline for receiving credits is significantly shorter than others. 941-Xs are usually received by mail in 4-5 weeks, while it has been reported that our competitors take up to 4 months.  We employ a state-of-the-art IRS refund tracking system in order to allow our clients to see up-to-the-minute status updates.

Sagemont Tax is a full service tax credit firm that offers streamlined solutions unique to each of our client’s needs.

Sagemont Tax is a full service tax credit firm that offers streamlined solutions unique to each of our client’s needs.

  • Add even more value to your capabilities by accessing services outside your specialty
  • Earn significant passive income simply by making introductions
  • Join forces with our team, including services that complement rather than compete with your services
  • Partner with our tax credit specialists who are able to scale and fulfill filings
  • Expand your network through our database of specialists outside those that you already know.

 

Give them the best and get paid for it.

Becoming a partner is easy. However, we only partner with the best in the business! Please enter your business information below to get the process started.

Referral success on the fly

Robust Tax

Robust Tax

Provide your clients with access to the most robust tax credit.

Referral program

Referral program

Tweak the referral program to your needs with our customized software.

Retention

Retention

You’ll have the opportunity to increase your client retention.

Earn commissions

Earn commissions

You’ll have the option to earn commissions, through our revenue-share program.

Businesses

Sagemont Tax works with companies of all sizes and industries to claim the credits and incentives on which they have been missing out

CPA Firms

Whether working directly with your clients, or white-labeling, Sagemont Tax has a solution to fit your needs

Payroll Companies

Add tax credit compliance services to your product offering as a value-add to your clients

Our Sagemont Tax experts are proud members of...

Forbes
CalCPA
ACFE
Ima