Partner
Program
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 Lead Tax Attorney 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
Gold
Partner
FEATURES
-
Ability to enroll clients into Optima Protection Plan
-
Ability to refer clients for Optima’s resolution services
Platinum
Partner
FEATURES
-
Ability to enroll clients into Optima Protection Plan
-
Ability to refer clients for Optima’s resolution services
-
Ability to receive tax prep business from Optima
-
IRS preparer audit representation from Optima
Partner Program Eligibility
To be an Optima Approved Partner, candidates must possess the professional certifications and ethical business practices required by Optima*
Platinum Partners have the additional requirement of having a minimum of 100 clients enrolled in a Optima Protection Plan.**
*Cleared and approved through Optima’s Partner Program. **100 Active Protection Plan enrollments to maintain Platinum status.
Tax preparation is a challenging business.
Optima is here to help!
The Optima Tax Partner Program provides eligible Partners with the ability to generate year-round revenue by enrolling clients into Optima’s post-filing products and preparing tax returns on Optima’s behalf.