Referral and Affiliate Opportunities

At Lott Heritage Group, we believe in shared success. Whether you want a simple reward for recommending us or a structured earning opportunity as a promotional partner, we offer two programs designed to meet your goals.

Referral Program

The Referral Program is the easiest way to earn money by recommending our tax services. There is no application process. There is no dashboard. Simply share our information with someone who needs help with their taxes, they tell us you referred them--Money in your pockey!

Payout
50.00 per completed and paid tax return.

Who this program is for
Clients, friends, family members, coworkers, or anyone who naturally refers others.

How it works

1. You file with us and refer a friend/friends. Your friend(s) Share your name

2. The new client completes their tax return with us.

3. You receive your referral reward.

This option is simple and fast. It is ideal for casual referrals.