Financial Advisor Partnership

Turn Tax Credits Into
Investment Capital

Your business owner clients are leaving $114,750+ in FICA credits unclaimed over 3 years. Help them recover this money, earn 10-15% commission, and watch as those recovered funds flow into investment accounts you manage.

$47M+
Credits Recovered
10-15%
Referral Commission
87%
Reinvestment Rate

The Perfect Addition to Your Practice

Average Client Recovery: $114,750 in FICA credits over 3 years

Your Commission: $3,825 - $7,650 per client (3-year total)

Typical Reinvestment: $75,000-$90,000 into managed accounts

Result: Happy clients, increased AUM, recurring commission income

10 Referrals = $76,500+ in Commissions

Plus potential $750,000+ in new AUM from reinvested credits over 3 years

Seamless Integration with Your Practice

1

Identify Eligible Clients

Any client with tipped employees qualifies. We provide screening tools.

2

Make the Introduction

Simple email template or warm handoff. Takes less than 5 minutes.

3

We Handle Everything

All calculations, paperwork, and filing. You stay the trusted advisor.

4

Credits Flow to Client

Average $114,750 recovered over 3 years. Most reinvest with their advisor.

5

You Earn Commission

10-15% commission, paid within 48 hours of recovery.

6

Grow Your AUM

Recovered funds often become new investment capital.

Your Commission Potential

Your Referral Earnings

Earn 10-15% commission on every successful referral
Based on the total FICA credits recovered over 3 years

Average client saves: $114,750 over 3 years
Your typical commission: $3,825 - $7,650

Small Restaurant
10-15 tipped employees
$3,825+
your 3-year commission
Mid-Size Business
25-40 tipped employees
$7,650+
your 3-year commission
Large Hospitality
60+ tipped employees
$15,300+
your 3-year commission

The Reinvestment Opportunity

87% of recovered credits get reinvested
Turn tax savings into long-term AUM growth

What Financial Advisors Are Saying

"I introduced five restaurant owner clients to PayStreet. They recovered over $190,000 in total FICA credits. Four of them immediately moved $120,000 into managed portfolios. Plus, I earned $19,000 in referral fees. This is the easiest value-add I've ever offered."

— Jennifer Park, CFP®, Wealth Management Advisor (Chicago, IL)

Start Growing Your Practice Today

Join our financial advisor partnership program. Help clients save thousands while earning substantial commissions and growing AUM.

By submitting, you agree to our partnership terms. Earn 10-20% commission on successful referrals.