For individual referrers
Your introduction.
Their R&D credit.
Know a business owner with engineers, developers, or designers on staff? Make one introduction, and we handle everything from there. You earn a referral fee when their study is delivered.
How it works
One introduction
is all it takes
- You
Introduce
Send a short email connecting a business owner you know with InfoLink.
- InfoLink
Qualify
A free 15-minute call and an estimate of the credit.
- InfoLink
Prepare
We run the study and handle the forms and documentation.
- InfoLink
Deliver
We work with their CPA to file, and keep you posted on progress with your contact's permission.
No tax knowledge needed. We handle everything from there.
Gmail
Outlook
Who you're introducing them to
- studies completed by our R&D specialists
- 2,000+
- in historical credits secured for their clients
- $1B+
- software that improves efficiency and reduces risk
- Proprietary
- average time to deliver a study
- 4–10 wks
Who refers
People like you
Fractional CFOs
Close to the numbers and often the first to spot technical payroll.
Business consultants
Operations and growth advisors inside product and process work.
Insurance and benefits brokers
Trusted by owners and familiar with their headcount.
M&A advisors and business brokers
A credit can improve cash flow before a sale.
Association and network leaders
Connectors in manufacturing and technology communities.
How to spot a good fit
Does someone you know fit?
- Engineers, developers, machinists, or designers on staff
- Builds custom products to customer specifications
- Makes prototypes, samples, or pilot runs
- Develops new or improved software, tools, or automation
- Improves a process, formula, or material
- Solves tolerance, yield, or performance problems
If any of these sound familiar, an introduction is worth it. We'll tell them quickly whether they qualify.
Recent results
Real clients. Real credits.
$1.82M
Custom machine shop
150 employees, New York, 4 tax years
Prototyping, tooling, and CNC programming
Read the case study →$358K
Payroll software company
About 120 employees, New York
Platform rebuild and compliance automation
Read the case study →$162.5K
Structural engineering firm
27 employees, Virginia
Seismic design and materials testing
Read the case study →What's in it for you
A referral fee
Paid to you directly on every client you introduce who completes a study, once it is delivered.
Value for your network
Help the owners you know save on taxes for technical work they already do.
No work on your end
We handle the calls, the study, and the paperwork. With your contact's permission, you get progress updates along the way.
FAQ
Questions from referral partners
Who can join InfoLink's referral program? +
Anyone who knows business owners with technical teams. Our referral partners include fractional CFOs, business consultants, insurance and benefits brokers, M&A advisors and business brokers, and association and network leaders. No tax knowledge is needed.
Do I need to know anything about taxes? +
No. If you know a business with technical staff, an introduction is all it takes.
How do I get paid? +
You earn a referral fee, paid to you directly when your contact's study is delivered. The terms are set out in your partner agreement.
Is this arrangement through my employer? +
No. You partner with InfoLink as an individual. Check your employer's policies on outside referral arrangements before you sign.
What happens after I make an introduction? +
We reach out to schedule a free 15-minute call and, with your contact's permission, keep you posted on progress from there.
What if the business doesn't qualify? +
There's no cost to them to find out, and with their permission, we'll let you know how it went.
Let's talk about your network
Tell us who you work with and what you're looking for in a partnership. Referral terms are set out in your partner agreement.