NEW! Expand your services to self-employed clients
Help clients apply for credits and incentives1
We are pleased to announce that we have partnered with FIFO to help our tax professionals expand their service offering and create new revenue opportunities.
This new partnership helps self-employed tax professionals and their self-employed clients claim overlooked tax credits and financial benefits. With an initial focus on helping self-employed taxpayers apply for the Paid Sick and Family Leave Credit, individuals may receive up to $32,220.2
You and your clients may qualify
The Paid Sick and Family Leave Credit is available to self-employed taxpayers during COVID-19 including gig workers, independent contractors, freelancers, and sole proprietors.
To qualify, these taxpayers and/or their spouse must also meet minimum requirements as noted on our Credits & Incentives page.
Benefits more than just taxpayers
While FIFO makes it easy for taxpayers to evaluate eligibility and apply for tax credits, there are also many benefits for tax professionals.
Earn up to $250 for every successful referral
Tax professionals that sign up can track client referrals, the status of referral applications and the growth of referral incentives and pending payouts.
Offer a value-added service to self-employed clients
Reduce your workload and simplify credit claims by referring clients to a partner with a user-friendly platform supported by tax experts.
Refer eligible clients and our partner handles the rest
Applicants are guided through an interview to determine eligibility, experts review each application and facilitate filing the amended return.
Help clients access funds they may be entitled to
There are no up front costs, so clients only pay if they receive the tax credit. There's the potential for significant refunds up to $32,200 per individual.
Self-employed tax professionals may qualify
If you are a sole proprietor that was impacted by the COVID-19 pandemic, you may also qualify for the Paid Sick and Family Leave Credit.
Tax preparer contractors may qualify
If your tax practice has tax preparers that are independent contractors or freelancers that are not on payroll, they may also qualify.
Revenue opportunity for you
If you are a self-employed tax professional, the biggest opportunity may be evaluating whether you qualify for the Paid Sick & Family Leave Credit. Additionally, once you register with our partner, you may refer self-employed clients and earn up to $250 for ever successful application you refer.3
Once you've opted-in to this program, you'll have a secure sign in where you can track program success in real time.
1 Credit & Incentives services provided by Global Government Partners also known as FIFO which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service. Paid Sick and Family Leave Credit claims must be filed by April 15, 2025.
2 Institute on Taxation and Economic Policy, January 2024, https://itep.org/congress-tax-deal-child-tax-credit-corporate-tax-breaks/
3 Referral fee paid monthly to qualified tax professionals by Global Government Partners. Referral fee of $50-$250 paid for every successful application referral received, and actual referral fee is based on taxpayer’s refund amount. $50 referral fee paid if refund is $250-$999, $75 if refund is $1,000-$1,999, $100 if refund is $2,000-$2,999, $125 if refund is $3,000-$3,999, $150 if refund is $4,000-$4,999, $175 if refund is $5,000-$5,999, $200 if refund is $6,000-$7,999, $225 if refund is $8,000-$9,999, and $250 if refund is $10,000+.
Service fee is paid to Global Government Partners by the taxpayer for Credit & Incentives application service. SBTPG may be paid for your referral. Neither Santa Barbara Tax Products Group or Green Dot Corporation, nor any of their respective affiliates are responsible for the products or services provided by Global Government Partners. Fees, terms and conditions apply.