Founder-Led
Guidance from Rafael Rodriguez, Jr., MBA and the Triumph Solutions tax advisory team.
Fast, accurate, IRS-authorized tax preparation for individuals and businesses nationwide — plus year-round planning and partner opportunities.
Guidance from Rafael Rodriguez, Jr., MBA and the Triumph Solutions tax advisory team.
Part of the Total Source Net family — tax, bookkeeping, advisory, and credit services in one place.
Estimates, planning, and strategy in every quarter — not a once-a-year transaction.
Every form, every explanation, every conversation — in English or Spanish.
Accurate preparation for individuals and families, from straightforward W-2 returns to more involved filings.
Stay current with business returns and the tax obligations that come with growth.
Turn variable income, deductions, and quarterly obligations into a clearer plan.
If the IRS sends a notice, you do not have to respond alone.
Keep the numbers behind your business organized and useful.
Make tax decisions before deadlines force the conversation.
Every return is quoted in writing upfront, based on its complexity. You approve the price before we start — it never changes afterward.
W-2s, credits, and deductions done right, e-filed for the fastest refund.
For S-corps, from single-owner to multi-shareholder.
Full corporate return preparation and e-filing.
For partnerships and multi-member LLCs.
Earn a listing in the TaxWizardUSA partner directory after your first referred client — so clients in your area can find you.
Offer every TaxWizardUSA and Total Source Net service to your clients: tax prep, tax planning, bookkeeping, IRS resolution, credit repair, and business advisory.
Flat referral payment for every new client you send our way: $50 for individual tax services, $100 for business and multi-state services. Paid by ACH on the Friday of the week after your client's payment clears.
For bookkeepers, payroll companies, lenders, realtors, insurance agents — anyone whose clients ask "do you know a good tax preparer?" Send clients our way; we deliver, and you earn $50–$100 for every new client.
For accounting and bookkeeping firms that want to offer tax preparation without hiring seasonal staff. You sell at your price, under your brand — our preparers do the work behind the scenes.
Submit the partner application below.
Fit call with the partnerships team.
Sign the partner agreement.
Receive your referral kit or wholesale price book — and start. Directory listing is earned after your first referred client.
Prefer to talk? Call (954) 352-3927.
Referral Partner is free to join; the White-Label Package is $995, payable by ACH transfer or credit card. Approval is based on fit. Submitting opens your email to send the application to our partnerships team.
You're already a client — now get rewarded for spreading the word. For every new client you refer who completes a paid tax service, you get a $25 credit and they get $25 off their first return. No limits.
Share your link. Get your personal referral link from your client dashboard — or just ask us by email and we'll send it.
They file with us. Your friend completes any paid tax preparation or planning service.
You both save. A $25 credit lands on your account and they save $25 on their first return, after their payment clears.
One reward per new client. Credits apply to future TaxWizardUSA services. A new client is someone who has never used TaxWizardUSA or Total Source Network services.
