Service more clients with Tax Debt Resolution

We understand you have built relationships with your clients, and you don't want to lose clients that are looking for services you aren't currently offering.

Referring clients that need tax debt resolution to Community Tax reduces your workload as Community Tax works with clients directly. As the referrer, you will have the same dedicated support channels to use at your discretion.

Community Tax will work to get you transcripts in the event you have a client with multiple unfiled back tax returns.

Earn a $150 referral bonus when your client makes their initial investigation service payment, an additional $200 when your client makes their initial tax resolution service payment, plus if resolution requires preparing and filing past due tax returns, you can also earn $150 per tax year upon your client’s payment to Community Tax.²

There is no opt-in required to participate. If you have a client that needs assistance, log in to our website, navigate to the Programs section and select the Tax Debt Resolution program. Navigate to the referral site where you can submit your client referral.

You may refer anyone that needs these services. The referral does not need to be a current client or past client.

Yes, you can refer any client. Your client is not required to use another tax-related product from Santa Barbara Tax Products Group.

Yes, Community Tax helps both individuals and businesses.

You can submit a referral immediately.

Our partner can work as far back as the IRS is collecting. The IRS can only collect for 10 years from the date the debt was assessed.

If you have a client that needs assistance, log in to our website, navigate to the Programs section and select the Tax Debt Resolution program. Navigate to the referral site where you can submit your client referral.

Generally taxpayers that owe at least $7,000+ in tax debt find the greatest value in these services, but taxpayers with any balance due may be referred to Community Tax. The $7,000+ can be a combination of years or a single year.

If the taxpayer owes the state taxing authority, $7,000 or more must be owed to the state (CA or NY) to qualify. 

No. While Community Tax provides a transparent experience, carefully managing expectations, and while they look for debt reductions on every case, not all clients' balances will be reduced. This is explained to taxpayers during the initial call.

Each client is charged a tax investigation fee of $295 (business clients pay an additional $500).

After that, the investigation determines what programs your client qualifies for based on their financial situation and they will then be presented with a flat cost to resolve their tax liability. At that point the client decides whether or not to move forward to resolve their tax problems. Approximately 80% of all clients will elect to move forward towards resolution. There are discounts and payment plans available.

Payments are collected from taxpayers monthly (if payment plans are needed), and paid to qualified tax professionals the following month.² Payments are disbursed via direct deposit by Santa Barbara Tax Products Group (sbtpg) once a month.

A payment is issued if A) the referral includes all required fields and the referral was submitted through the English or Spanish referral pages and B) Community Tax receives payment(s) from the referral during the previous month.

Track payments by logging onto the sbtpg website and viewing the Deposit Detail report.

Community Tax offers a money back “Service Guarantee”, which states, once the Investigation is complete if they cannot offer the taxpayer client any tax debt reduction services, Community Tax will refund their Investigation fee. Note – this is not to be confused with a satisfaction guarantee.

As soon as you submit your client’s information using the referral website, your client will be contacted within minutes during normal business hours.

The initial Tax Investigation takes an average of 1-7 days. An estimated resolution time is available once the Tax Investigation is complete and the program(s) required for resolution are identified.

The resolution process can vary and is dependent upon the program(s) the client qualifies for. Some agreements require as little as 7-10 days and others can take up to 18 months, such as the Offer In Compromise.

Federal tax resolution services are available in every state except Minnesota and North Dakota. 

State tax resolution is available in California and New York exclusively at this time. 

The programs and guidelines to qualify are based on a business’ or individual’s income, assets and expenses. The programs range from negotiated payment plans to settlements. The sole purpose of the Tax Investigation is to explore all programs and prequalify the client or business for the best possible and most affordable outcome, while taking their personal financial goals into account.

"Fresh Start Program" and "People's First Initiative"

These programs were adjustments to the IRS’ internal guidelines to add flexibility to the qualifications for their programs, speed up the approval processing times, and encourage taxpayers to resolve their tax matters.

Yes, and in many cases clients are looking for someone else, because they are not happy with their current representation. Community Tax wants to find the best outcome for the client.

Yes, the investigation will determine what your client is eligible for.

Community Tax does not currently offer Audit Defense Services. So in these cases, it is better to wait until the taxpayer knows the outcome of the audit before submitted a referral.

Yes, Community Tax does assist tax professionals that have penalties.

In cases where the team hasn’t reached your referral to discuss the partnership to resolve back tax issues an update may not be available. In other cases, an active resolution may be in process.

In both cases for updated information please email TPGsupport@communitytax.com and include the client’s name and phone number submitted with the referral.

Note: in cases where the team of specialists cannot reach your referral, you may be able to assist in putting them in touch with the team directly.

Yes, Community Tax currently serves clients in Puerto Rico with IRS balances. They do not handle Puerto Rico balances.