Add a proven revenue stream to your existing sales team. You bring the clients; our licensed team investigates, prices, resolves, and services every case — and you earn tiered commissions paid weekly on cleared funds.
Generating clients is one skill. Servicing them — with enrolled agents, CPAs, compliance, and case management — is another. Milestone is the licensed operation behind you, so you can monetize tax-debt clients without building a department.
Layer tax resolution onto the team, funnel, and systems you already run. There is occasional crossover with debt clients who also owe the IRS.
Enrolled agents and CPAs handle investigation, pricing, resolution, and tax prep under Circular 230 — Milestone is a tax-resolution firm, not a law firm.
You stay close to the relationship and your brand. We work behind the scenes and pay you on every funded case.
Sell with approved scripts; client signs the agreement + IRS Form 8821.
Milestone pulls transcripts and prices the resolution (P2).
You close the P2 using Milestone's pricing.
We resolve the case — IA, OIC, CNC, penalty abatement — plus tax prep.
Weekly payouts on cleared funds via UnityFi.
Earn a flat 50% of the investigation (P1) fee, plus a tiered share of the resolution (P2) fee that grows with your monthly volume.
Splits apply to collected fees; rate is locked at funding. Commissions are subject to clawback on refunds (window typically ≤15 days).
Milestone provides all training materials, scripts, and initial coaching during onboarding, so your reps sell tax resolution from day one on a proven model — with methods from people who have done it before.
Complete, ready-to-use onboarding kit.
Messaging that converts, refined over years.
Live virtual sessions during onboarding.
A team that answers and keeps momentum.
A sample of the outcomes our licensed team has secured for clients — $81.3K+ saved across 14 recent cases, roughly $8.1K per case.
Source: Milestone Resolution Team case log. Results are case-specific; individual outcomes vary.
Accessible, experienced, and ready when you need us. Real people who answer questions, solve problems, and keep your momentum moving.
Everything your team needs to sell confidently. New partners get full access to these materials after onboarding.
Key details, client-facing information, and onboarding resources to get your team familiar with the program quickly.
Available after signupEnter case fees and see your P1 + P2 commission and total payout instantly.
Available after signupFull tier structure, payment timing, and terms for regular and CPA affiliates.
Available after signupWhat qualifies, required documents (IRS Form 8821), and how cases move to resolution.
Available after signupProven talk tracks, objection handling, and best-time-to-call guidance.
Available after signupReach your partnership team and get answers fast when you need them.
Contact us →Tell us about your business and how you sell. A member of our partnership team will reach out to get you set up — training and materials included at no cost.
