Preventive Care Benefits Plan
We've partnered with IronGate to deliver a dual benefit: employees receive improved wellness benefits, and employers save up to $1,186 per W-2 employee annually on payroll taxes.
Learn more →Become a Referral Partner
Partner with Credit & Refund Specialists
If you work with business owners, you can introduce them to carefully selected programs that may help lower costs, recover money owed and strengthen employee benefits. We handle the rest.
Who It's For
Professionals business owners already trust
Our referral partners are professionals with established relationships with business owners and executives, people who are in a position to recognize when a business could benefit from a closer look.
- CPAs and accountants
- Fractional CFOs and financial advisors
- Business consultants
- Insurance, payroll and HR professionals
- Attorneys and other trusted advisors
How It Works
Simple for you, valuable for your clients
Apply
Tell us about yourself and the businesses you work with using the form below.
Get to know the programs
We walk you through the programs we offer and who they are designed for.
Make introductions
When a client could benefit, you introduce them to Credit & Refund Specialists.
We take it from there
We work with the business and the program partners and follow up on each introduction.
What You Can Offer
Programs for your clients
Partners can introduce clients to any program we offer. As we add programs, your opportunities grow with them.
Tariff Refund
The Supreme Court ruled many IEEPA tariffs unlawful. We connect importers with vetted recovery partners to help claim refunds, plus interest, before deadlines close.
Learn more →FICA Tip Credit
Restaurants, bars and hospitality businesses can claim a dollar-for-dollar federal tax credit for FICA paid on employees' reported tips.
Learn more →Apply
Referral partner inquiry
Complete the form and Kevin Johnson will contact you to discuss the partnership, the programs and how introductions work. Partnership details are discussed individually.
Prefer to talk first? Call 570-252-1235 or email kevin@creditandrefund.com.
Please note: Credit & Refund Specialists and its referral partners do not provide legal, tax, accounting, insurance or investment advice. Programs are provided by outside partners, and eligibility and results vary by business.