Apply and align.
Tell us about yourself and your network. We review your fit, confirm eligibility, and share your written reward terms before you begin.
The Prosperity One Referral Partner Program
Your connections.Shared prosperity.
Connect the people you know with the expertise they need. Earn referral rewards when eligible introductions become new Prosperity One clients.
No fee to join
Start with an application
Three service areas
More ways to connect
Nationwide reach
Convenient virtual service
Referral rewards
For qualifying engagements
How it works
A simple introduction.
A meaningful opportunity.
You know people who could benefit from experienced guidance. We make it easy to connect them with the right conversation.
Make the introduction.
With their permission, introduce someone who needs tax, finance, or workforce support. Our team handles the discovery conversation and service recommendations.
Share in the value.
When an accepted referral becomes a paying client and meets the program requirements, you receive the reward outlined in your partner agreement.
Eligible service areas
The right expertise
for the people you know.
Our integrated advisory services connect tax, financial, and workforce decisions. Individual engagement eligibility is confirmed under your partner agreement.
Private Client Tax Strategy
Professionals, entrepreneurs, and property owners looking for a more coordinated approach to their taxes.
- Tax preparation
- Year-round tax planning
- Individual and business tax needs
Business Finance & Growth Advisory
Business owners who need better visibility into their numbers and practical guidance for their next stage.
- Bookkeeping and reporting
- Cash-flow planning
- Financial and operational advisory
People & Workforce Strategy
Leaders building stronger people practices, improving operations, or preparing their organizations for growth.
- HR and people operations
- Talent and leadership development
- Workforce and organizational strategy
Who should join
You know the people.
We can help them
move forward.
For clients, professionals, and community connectors who value thoughtful introductions and lasting business relationships.
Clients & personal networks
Introduce a colleague, friend, or business owner who could use experienced guidance.
Consultants & service professionals
Connect clients with complementary expertise beyond your own services.
Entrepreneurs & business leaders
Help fellow owners find support for their financial and people priorities.
Community & professional connectors
Connect people in your network with resources for their next stage of growth.
Designed for trust
Good connections.
Clear expectations.
Referral rewards should be easy to understand. Before you start, we confirm which engagements qualify, how your reward is calculated, and when it is paid.
Read the program FAQsWritten reward terms
Your agreement sets the amount or rate, qualifying services, attribution window, and payment schedule.
Qualified, paying clients
Rewards apply to approved new-client referrals after the required client payment is received and all agreement conditions are met.
Respect for every relationship
Get permission before sharing contact details, disclose your potential reward, and leave the advisory work to our team.
A few helpful answers
Before you
make the connection.
A straightforward program starts with shared expectations.
How much can I earn?
Reward amounts depend on the eligible service and your written partner agreement. We confirm the amount or rate and payment schedule before you participate. Submitting a lead alone does not earn a reward, and earnings are not guaranteed.
Do I need to be a tax or financial professional?
No. Your role is to make an appropriate introduction. Prosperity One determines the service fit, enters the client engagement, and provides the services. Partners do not provide advice or make promises on our behalf.
Can I refer someone who is already a client?
Rewards are intended for approved new-client referrals. Existing clients, active prospects, duplicate referrals, and self-referrals do not qualify unless your written agreement expressly provides otherwise. Submit an introduction early so we can review attribution.
How do I submit and track a referral?
Use the “Refer a client” form with your contact’s permission, or invite them to contact us directly and identify you as their referrer. Our team reviews attribution and communicates with you about program administration only as permitted. Client advice, tax details, and confidential records are not part of partner updates.
When are referral rewards paid?
Payment follows the schedule in your agreement after the engagement qualifies and the required client payment clears. Cancellations, refunds, outstanding payments, and required payee documentation may affect eligibility or timing.
Are there restrictions on who can receive a reward?
Participation is subject to approval and applicable professional, licensing, employer, and procurement rules. Tell us about any restrictions that apply to you. A referral arrangement does not create employment, an agency relationship, or authority to bind Prosperity One.
What information should I share?
Share only the contact details you have permission to provide and a brief description of the service needed. Do not submit tax returns, Social Security numbers, bank information, or other sensitive records. Any required tax-information consent must be handled separately through the appropriate process.
Let’s connect
Great relationships
start with
an introduction.
Apply to become a referral partner, or introduce someone who could benefit from our expertise.
Prefer a conversation?admin@prosperity1fg.com404.618.0555
Tell us a little about yourself and your network. Required fields are marked with an asterisk.
Information provided here is used to review applications, arrange requested introductions, and administer the referral program. Share only information you are authorized to provide. Partner approval and written terms are required before any reward is earned. Questions about your information?