Partner terms

BackYears is an independent referral service. We are not a CPA firm, tax preparer, or law firm, and we are not affiliated with the IRS or any government agency. Tax services are provided by independent licensed professionals.

These terms summarise how BackYears, run by Quixta Ventures LLP (a limited liability partnership registered in India), works with partner firms. Your signed partner agreement governs if anything differs.

Who can be a partner

Licensed CPAs, Enrolled Agents and tax attorneys in good standing. We check each credential by hand (state CPA board lookup, IRS Enrolled Agent status or bar lookup) before activating a partner, and partners must tell us promptly if their status changes.

How introductions work

• We only introduce people who ticked a box agreeing to be contacted by a partner.
• You see a summary first, then contact details once you accept.
• Accept or decline within the agreed response window (currently 24 business hours, US Eastern). Otherwise the introduction may go to another partner.
• Update the status of each accepted introduction in the partner portal.

Your obligations

• Contact people only about the catch-up services they asked about, and only by the means they consented to. No automated calls or texts.
• Publish your own flat-price offer and honour it as published.
• Keep client information secure and use it only to provide your services.
• Never describe yourself or BackYears as affiliated with the IRS or any government agency.
• If they ask you to stop calling or texting, or ask to delete their data, do it promptly. We tell you if someone asks us to delete their data.

Your professional rules

You are an independent business, and you stay responsible for following the rules of your own profession. That includes, where they apply to you:

• Enrolled Agents, CPAs and attorneys practising before the IRS: Treasury Circular 230, including section 10.30 on solicitation and advertising and section 10.27 on contingent fees. Don't use a BackYears introduction in a way those rules forbid.
• CPAs: the AICPA Code of Professional Conduct (including ET 1.520 on commissions and referral fees) and your state board's rules. If your rules require you to tell the client that you pay for introductions, you are responsible for telling them.
• Attorneys: your state's version of ABA Model Rule 7.2 and related rules on paying for leads and advertising. Before a tax attorney receives introductions, we check that their state's rules allow paid lead services of this kind, and we don't activate attorneys in states where they don't.
• Everyone: the rules on using and protecting taxpayer information that apply to your practice, and telephone and text message laws for any call or text you make.

BackYears picks a partner for each introduction by matching the person's state, tax years and your capacity. We don't recommend you as better than other partners, we don't choose a partner by analysing the person's tax problem, and we don't share in your fees.

Fees

Partners pay BackYears a flat marketing fee. It is the same whether or not the person hires you, and it never depends on what you charge them, on any refund, penalty relief or other outcome of their tax matter, or on any share of your fees. It pays for advertising and introductions, not for a recommendation. People we introduce pay BackYears nothing.

• Pay per lead: $49 for each lead you accept. No monthly fee.
• Monthly plan: $49 a month, which includes 1 accepted lead. Each extra accepted lead is $49. When you and a pay-per-lead partner both fit a lead, it goes to you first.
• Your cap: you set a monthly cap on accepted leads (default 5, up to 50) in the partner portal. We never bill above it, and new leads pause once it is reached.
• What is billable: only leads you accept that match your states, credentials and years. Declined or expired leads are free. If neither the email nor the phone reaches the person within 72 hours, or you accepted the same person in the last 90 days, tell us and we credit the fee.
• Invoices: we email an invoice at the start of each month for the month before. You can switch plans or change your cap in the partner portal at any time.

Full details are on the partner pricing page.

Ending the arrangement

Either side can pause or end the arrangement in line with the signed agreement. Introductions already accepted stay with you.

Law and disputes

Delaware law governs these terms and the partner agreement, unless the signed agreement says otherwise. Questions? Email support@backyears.com.