ReClaim Tax Advisors

Built for trusted advisors.

ReClaim works alongside CPAs, enrolled agents, bookkeepers, payroll companies, and financial advisors. Refer business clients for protective refund claim preparation and earn commission on collected contingency fees — with zero additional workload.

Become a partner Talk to our team

Refer in minutes

Use your unique referral link, QR code, or pre-written client email. We handle the rest.

10% commission

Earn 10% of any contingency fee ReClaim collects when your referred client receives a refund.

Legally precise

Attorney-reviewed filings, immutable audit trail, and Circular 230 compliance you can stand behind.

How partner economics work

On any refund
15% contingency

Collected by ReClaim after IRS pays out.

You earn
10% of contingency

Paid upon ReClaim's collection.

Commissions are paid only on contingency fees actually collected by ReClaim. The appellate process is expected to take 2–4 years, and filing a protective claim does not guarantee a refund.

Circular 230 Compatibility

  1. The referral commission is paid by ReClaim Tax Advisors, LLC — not by your client. You are not charging your client a fee in connection with this referral.

  2. You are not representing the client before the IRS. ReClaim's licensed attorney serves as the authorized representative on all filings. You have no CAF number exposure and no engagement letter obligation to the client in connection with this referral.

  3. The underlying claim is a statutory interest and penalty refund claim that fits within the Section 10.27(b)(2)(ii) carve-out under Circular 230. Referring a client to this service is not subject to the fee-splitting prohibitions applicable to representational services.

  4. As with any compliance question, partners should evaluate applicability to their own practice. ReClaim's licensed attorney has reviewed this analysis and is available to discuss with skeptical partners upon request.

This information is provided for general awareness only and does not constitute legal or ethics advice. Partners should consult their own counsel regarding Circular 230 applicability to their specific practice.