Expand your services to self-employed clients

Help clients apply for credits and incentives1

Credits & Incentives

NEW! Opportunity for you and your self-employed clients

revshare
Additional service
Handoff
Satisfied
Earn up to $250 for every successful application you refer2
Offer a value-added service to self-employed clients
Refer eligible clients and our partner handles the rest
Help clients access funds they're entitled to but might be missing

How it works

Let us help you service more self-employed clients

tax software loan

Sign up

Sign up for the program and create an account. Once approved, you'll receive a unique referral link to share with clients.

Help buying tax software

Find candidates

Identify clients that are self-employed individuals, freelancers and small business owners that may be eligible.

3

Submit referral

Use your unique referral link to send client referrals to fifo.com. Clients are guided through a simple application process.

Step 4

Get paid

Log in to the referral portal to track referrals and the incentive you receive for each successful application you refer.

Register for Credits & Incentives

Once registered, receive your unique referral link and start referring eligible clients

Credit & Incentives services provided by Global Government Partners also known as FIFO which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service. Paid Sick and Family Leave Credit claims must be filed by April 15, 2025.

2 Referral fee paid monthly to qualified tax professionals by Global Government Partners. Referral fee of $50-$250 paid for every successful application referral received, and actual referral fee is based on taxpayer’s refund amount. $50 referral fee paid if refund is $250-$999, $75 if refund is $1,000-$1,999, $100 if refund is $2,000-$2,999, $125 if refund is $3,000-$3,999, $150 if refund is $4,000-$4,999, $175 if refund is $5,000-$5,999, $200 if refund is $6,000-$7,999, $225 if refund is $8,000-$9,999, and $250 if refund is $10,000+.

Service fee is paid to Global Government Partners by the taxpayer for Credit & Incentives application service. SBTPG may be paid for your referral. Neither Santa Barbara Tax Products Group or Green Dot Corporation, nor any of their respective affiliates are responsible for the products or services provided by Global Government Partners. Fees, terms and conditions apply.

3 Institute on Taxation and Economic Policy, January 2024, https://itep.org/congress-tax-deal-child-tax-credit-corporate-tax-breaks/