Become a Referral Partner

 

 

 

Maximize Savings for Your Clients

Don’t Leave Money on the Table!

Referral Partner Program

We know that you are busy working on many different projects for your clients. Partnering with VERITY allows you to serve your clients by referring industry experts who can help to identify and pursue tax savings opportunities. Our team is committed to timely delivering high-quality, accurate tax credit services focusing on accounting integrity and client satisfaction. Here is how we accomplish this:

• VERITY manages the entire project from kickoff to delivery, working with you as much or as little as is desired.

• All communications and interactions with your clients will be done timely and only at your request.

• Projects are prepared by industry experts and are all subject to a robust internal review process before delivery.

• VERITY works on a contingency fee basis, meaning that we only invoice clients for successful projects resulting in tax credit savings that we have agreed to pursue. If we do not find a credit opportunity, we do not charge any fees.

Learn more about the VERITY Referral Partner Program

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Fee Sharing

In some situations, VERITY is able to offer a fee sharing opportunity for our referral partners. Contact a VERITY tax credit expert to learn more about this program. 

White Labeling

For referral partners who have more than 50 clients who could benefit from tax credit services, VERITY offers a white labeling solution. We will provide technical sales support, information requests, data collection, data health checks, credit production, deliverable production, and a robust review process. All of this can be done under your brand, and under your agreements with your client. 

 

Businesses

Verity works with companies of all sizes and industries to claim the credits and incentives that they have been missing

CPA Firms

Whether working directly with your clients, or white-labeling, Verity has a solution to fit your needs

 

Payroll Companies

Add tax credit compliance services to your product offering as a value-add to your clients

 

Schedule a 20 minute call to discuss your tax credit situation

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