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Advantage Partner Program · Revenue

Earn on every referral — formation and compliance.

Formation revenue when a client forms. Compliance revenue every month of their first year. Here's how partners build a meaningful first-year income stream from referrals — without changing how they run their practice.

Become a PartnerHow it works
Partner payouts dashboard — earned revenue, projected commissions, pending commissions, and next scheduled payout
Two streams, one year

Where the year-one revenue comes from

Stream 1 — Formation (one-time)

Every formation.

Every time a client you refer forms an entity, you earn. LLCs, corporations, holding companies, foreign entities, subsidiaries — across all 50 states. One referral, one payout, filed within 24 hours.

This is the revenue most partners expect. It's also the smaller half of the year-one story.

Stream 2 — Compliance (every month of year one)

Every month of year one.

This is the part most accountants don't realize exists. Your referred clients don't just form once and disappear — they stay on compliance plans during their first year: registered agent service, annual report filing, state-specific compliance, good-standing maintenance. You share in those subscription fees across the client's first year with us.

Why it matters: formation revenue is a single payout. Compliance fees stack on top — every month of the client's first year. That's meaningfully more than the formation commission alone, and it arrives across the calendar instead of all at once during tax season.
The shape of it

See how your year-one earnings grow

Formation revenue arrives every month you refer clients. Compliance revenue stacks on top — every client you refer adds to your monthly base for their entire first year. Adjust the slider to model your pace.

Formations referred per month5 clients
1 / month15 / month
Formation — consistent every monthCompliance — grows as your client base builds
$425
Jan
$475
Feb
$525
Mar
$575
Apr
$625
May
$675
Jun
$725
Jul
$775
Aug
$825
Sep
$875
Oct
$925
Nov
$975
Dec
Estimated year-one earnings$8,400referring 5 clients per month
Become a Partner

Based on $75/formation referral and $10/client/month compliance share (Professional plan avg). Rates depend on program tier — exact amounts shared when you apply.  See full formation pricing →

What clients pay for compliance

You share in the monthly plan revenue

Across all your active referred clients, for every month of their first year.

Starter
$14.99/mo

Registered agent, annual reports, 5 mail scans/yr, physical address.

Professional
$29.99/mo

Everything in Starter, plus unlimited mail scans, NDA template, and operating agreement updates.

Virtual Office+
$49.99/mo

Everything in Professional, plus a free attorney consult if sued, unlimited state filings, and a unique business address & phone.

Payout rates depend on volume and program tier. A partner specialist walks through the specifics when you apply.

Why professionals choose this program

Why this works for the way your practice runs

The compliance stream stretches across the year.

Formation revenue is one payout; year-one compliance fees arrive month after month, including your slow stretches.

It rides on relationships you already have.

Clients you already advise are already forming and maintaining entities. The only question is whether you earn on it.

It requires no new headcount.

No paralegal, no filing software, no state-by-state expertise. We carry all of that.

It's attorney-backed.

Our systems are attorney-backed; when a client's question turns legal, a Business Success Advisor routes it to one of our attorneys — so you advise within your lane and refer the rest.

Learn more about how the program works day-to-day before applying.

$0What it costs to join

No membership fee and no ongoing cost. You earn on formation and share in first-year compliance revenue for every client you refer.

Revenue questions

How the two streams add up

About timing, plan pricing, and how year-one revenue accumulates.

Become a Partner
With the first billing cycle after your referred client enrolls in a compliance plan. There's no delay — revenue starts with their first paid month on whichever plan they choose.
Plans run from $14.99/month (Starter) to $29.99/month (Professional) to $49.99/month (Virtual Office+). All plans include registered agent service, annual reports, and state-specific compliance. You share in the plan revenue for every active referred client during their first year.
You share in the subscription revenue across the entire compliance plan — not just one line item. Registered agent, annual reports, and state-specific requirements are all included in the plan your clients pay for.
No cap. Your earnings grow with each new referred client. Each new tax season adds more clients to your active first-year base.
That client's compliance revenue stops; your other referred clients continue unaffected. Most clients stay enrolled because all compliance deadlines — annual reports and registered agent renewals — are handled automatically without any action from them.
The general affiliates program covers one-time formation referrals only. The Advantage Partner Program adds first-year compliance revenue, a co-branded portal, and direct access to client formation documents — designed specifically for licensed professionals who maintain ongoing client relationships.

Add a revenue stream without adding to your workload.

Keep the advisory relationship, add formation and first-year compliance revenue, and let us carry the execution.

Become a PartnerProgram overview