Affiliate Marketing

10 Best Tax Preparation Affiliate Programs of 2024

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11 min read
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As an affiliate tax blogger, you can earn money by promoting tax affiliate programs and helping people with their tax issues.

Nobody enjoys doing their taxes; tax preparation is a dreaded chore. And solving people’s problems is how you can earn a monthly income like this:

affiliate commissions
affiliate commissions

The tax preparation industry is worth around US$10 billion per year. But that’s without factoring in annual growth of almost 4%.

Long story short, this might seem like a “boring” niche, but there’s a lot of potential here. For example, you can promote tax services, tax software, and online tax filing services.

All you need to do is promote the right affiliate programs for tax preparation, which is exactly what we have prepared for you.

Tax Preparation Affiliate Programs

  1. Free Tax USA
  2. TurboTax
  3. KeeperTax
  4. Tax Act
  5. H&R Block
  6. TaxHub
  7. E-File
  8. EZ Tax Return
  9. Liberty Tax
  10. Tax Extension
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1 Free Tax USA

Freetaxusa Homepage Screenshot

The thought of filing taxes can lead to sleepless nights for people. Or the risk of arguments with a significant other because of the stress of putting everything in order.

Free Tax USA can do all the heavy lifting for you in filing your return free of charge—something they’ve done for 43 million individuals and companies since 2001.

The tax services are free, and all filing work is done by US-based employees to maintain the confidentiality of your personal information. You can even import your information from popular online tax software packages like TurboTax, H&R Block, or TaxAct. 

So, how do they make money?

If you pay for additional tax services, like their ‘Deluxe’ package, if you want to get to the front of the cue, or if you want to file taxes for a previous year.

Their affiliate program pays a generous 50% commission on all online sales. But you have to frame that around the fact that some of their additional services cost just $14.99. So you’d make $7.50.

This service may interest the average American so that volume sales can make up for small payouts.

2 TurboTax

Turbotax Homepage Screenshot

Getting your taxes ready to file can be a real PITA, so it’s always good to seek advice from people with experience in that area, like a CPA.

But what if you take the online tax submission route and need to know you’re doing things correctly?

In that case, you can turn to TurboTax from Intuit. This online tax preparation software has helped people properly calculate and submit their taxes for 25 years.

You only need to answer some simple questions and enter your W2 details; the software will calculate everything else. If you need advice on preparation, you can even speak to a live CPA or EA.

Why should you promote this affiliate program?

Well, they’re the top-performing tax preparation service on CJ, by ‘Network Earnings’.  So, promoting this to the right audience should make you good money.

Their commission structure is a bit confusing, though. Once the referral has paid their state or federal taxes, you’ll earn a 15% commission.

3 KeeperTax

Keeper Tax Homepage Screenshot

Did you know freelancers contribute almost US$1 trillion annually to the US economy? Which means they’re also paying a lot of taxes.

The problem most freelancers experience is keeping tabs on everything. That goes double for anyone pursuing the digital nomad lifestyle.

This is why KeeperTax might be just what they’re looking for. They provide tax services specifically for freelancers.

It scans all your past purchases to find hidden write-offs. You’re assigned to a human bookkeeper who texts you with any questions they have about current purchases. At the end of the fiscal year, you simply file your return through them.

So that all sounds great, but what do they pay their affiliates?

You’ll receive a flat $20 per sale. This might not seem ideal, but at least you know exactly how much each referral is worth. However, they charge their customers monthly, so it’s a shame they don’t provide recurring commission payments. 

4 Tax Act

Taxact Homepage Screenshot

TaxAct offers flexible options for preparing your taxes, including professional help if needed. Perhaps you prefer to handle things on your own and are looking for downloadable tax software. TaxAct covers each service.

Being in the business of tax returns for over three decades means they understand that every customer is different. Plus, if you need help later, you can always “upgrade” your account to access filing expertise from a CPA or EA.

For actual returns, you can file a “simple” return free of charge if you’re retired or in college, for example. But you’ll need to pay $54.95 if you’re a homeowner and/or have deductions, credits, or adjustments to make.

The more complex your returns are, the more you’ll have to pay. However, you do get more for your money, like being able to talk to a tax specialist by phone if you need to.

They pay two different commission rates.

Any of your referrals who use their ‘Free’ tax return option will be charged $1. But you can earn $5 in commission every time a referral completes an online return or downloads their tax software. Heavy-hitting affiliates can also negotiate for higher payouts.

5 H&R Block

H&r Block Homepage Screenshot

I must admit that I’d never heard of H&R Block before researching this article. However, their tax preparation business has been around since 1946, and it rebranded itself in 1955.

So they’re not just a software developer who spotted a gap in the market – this is what this company has specialized in for almost 70 years.

Your visitors can choose to file online directly through the H&R Block website. They even provide a tax preparation checklist that can be printed or followed online. Or they can work directly with a tax filing expert.

Pictures of their documents are all required, and the person at the other end takes care of the rest.

The nice thing is that they provide fully transparent pricing—your visitors will know in advance exactly how much they’ll be expected to pay. They also operate 12,000 offices in North America, so meeting a tax preparation advisor face-to-face is no problem.

Now, this is what we love to see—a business rewarding its affiliates in as many ways as possible. For starters, you get paid $0.80 for every free trial credited to your affiliate link.

Then, you’ll receive $4 every time someone registers for an online account with them. Finally, a 12.8% commission is paid for anyone who actually purchases their tax preparation software. 

6 TaxHub

Taxhub Homepage Screenshot

Tax Hub allows you to access virtual CPA and professional tax advice through video calls.

You sign up with them, and they assign you a CPA based on your specific requirements. You scan, email, or upload your tax documents and then schedule a phone or video call with your personal CPA.

Something worth mentioning is that they specialize in contractors, solopreneurs, landlords, and/or people renting their bedrooms out on Airbnb, for example.

Under normal circumstances, I might have given this one a pass. But they’re brand new to the Refersion Marketplace.

So, based on their EPC, I think they can convert traffic pretty well. Oh, and they also pay a flat $100 for every new customer you send their way.

7 E-File

E File Homepage Screenshot

How would your audience feel if you showed them how to file their return in as little as 15 minutes? But without having to pay for expensive tax preparation and return software?

A service that is 50% less expensive than many of the popular options, including TurboTax. If you think they’d find that very interesting, you can send them to E-File.

This type of service benefits people concerned they’ll make mistakes on their return forms. This happens roughly 20% of the time, compared to the 1% of errors with electronic tax filings.

All your visitors have to do is create a free account and then choose the package they need—‘Free’, ‘Deluxe’, or ‘Premium Plus’. And if you get stuck during any part of the process, you can always contact them for support, even if you’re using their ‘Free’ plan.

They claim to “love their affiliates,” but how true is that?

They seem to mean it – a 40% commission rate is pretty strong proof. And they give you a 120-day cookie to work with or four months for your traffic to convert to commission cash.

8 EZ Tax Return

ez tax return homepage

Many tax preparation and filing companies advertise their “Free” service, but it’s usually a way to lure customers into their sales funnel. And once there, you’ll be upsold with a range of expensive “optional extras.”

EZ Tax Return is aimed at people who want an affordable income tax preparation and filing service. And they’ve been doing that for the average American since 1999.

Unlike many of their competitors, they don’t try to be a one-size-fits-all service. Instead, you pay a fixed price for your Federal or State tax, and that’s it.

You’ll need to sign up with LinkConnector to promote this service, so that’s step #1.

The affiliate program itself allows you to earn 25% for referring a new customer or 10% for returning customers. That makes it the only program in this roundup to offer commission payments on “repeat” sales.

And that, combined with a claimed 30% conversion rate, this program is seriously worth considering.

9 Liberty Tax

Libertytax Homepage Screenshot

LibertyTax has grown from operating just five offices in 1997 to over 3,000 across the United States and Canada today. The company’s entire business has been built on providing a full range of tax preparation services for its customers.

So your visitors can drop their tax documents at any Liberty Tax office and pick them up when they’re done. Or they can work with a virtual CPA and complete their tax prep online.

In their own words, they allow you to “…do life. We do taxes”. 

This will be great news for anyone in your audience who struggles with their taxes yearly, which is a huge percentage of the population.

We usually pass on programs with lower ‘Network Earnings’ scores.

Tax prep and filing are seasonal ” niches,” which undoubtedly reflect their network performance. Affiliates promoting this program will receive a 5% commission on any online sales or purchases of the eSmart Tax software.

10 Tax Extension

Tax Extension Homepage Screenshot

Everyone in the United States knows you need to have your taxes ready for April of each year. But what if your visitors are not ready in time?

They’d need to ask for a filing extension – which is exactly what the team at Tax Extension can offer. With their help, you can extend your filing date until October 15th.

This company has over two decades of experience in doing this for individuals and business owners.

TaxExtension.com is so confident in its abilities that it’ll refund you if the IRS doesn’t approve your extension request. And, of course, extending your return date means you won’t have to pay any late-filing penalties.

So, how does this offer compare to the other tax preparation affiliate programs in our roundup?

You’ll earn 30% on all referred sales. This service is in demand and should reflect your conversion rates.

Over to You

That wraps up our roundup of the best tax preparation affiliate programs we could find. There are dozens of other affiliate programs like this, but their metrics are bad.

You’d make more money tap dancing in a mall than promoting most of the tax affiliate programs you’ll find on other sites.

We aim to help you maximize your time with online marketing.

Because you want to get to the point in your life of having “F**k you!” money, right?

We want to help you take the first step on that journey with our free training.

You’ll learn the basics of what it takes to get your first affiliate site up and running.

And we won’t try to sell you anything.

about the author

Niall is a Senior SEO Specialist who excels in on-page optimization and off-page link building campaigns. He's been in SEO so long that his experience predates the existence of Google. 

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