Referrals

Yes, I want $25 per client that books tax prep services.

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.

Payout
25.00 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. Share your name or referral link.

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.

Affiliate Program

The Affiliate Program is designed for partners who want higher earnings and a more structured relationship with Lott Heritage Group. Affiliates receive a unique tracking link to monitor sign ups and conversions.

Payout
Higher commissions than the referral program. Examples include:

• 15 percent commission per completed return

• 50.00 per completed return

• Tier based bonuses for consistent performance

Who this program is for
Influencers, content creators, business owners, marketers, and anyone who wants an ongoing revenue stream.

How it works

1. Submit an affiliate application.

2. Receive your personalized affiliate link.

3. Promote our services on social media, email, or your website.

4. Earn commissions when clients complete their return through your link.

This program functions as a professional partnership with clear tracking and strong earning potential.

Which Program Fits You

Choose the Referral Program if you want:

• A simple reward

• Occasional extra income

• No sign up process

• No promotional effort beyond sharing your name

Choose the Affiliate Program if you want:

• Higher commissions

• Trackable results

• Long term earning potential

• A structured promotional partnership

Both programs support our mission to help families build financial clarity and security.

Affiliate Program

Yes, I want $50 per client that books tax prep services. (in the message section please include your current followers, business, and links to social media.