How do CPA firms work with NexQloud Drawback?

What you do and don't do:

• Do: spot clients that import and export, refer them, advise on accounting for the refund, and register the deal.
• Don't: prepare, match or file claims. That's customs business, done under a licensed broker.

How the money works:

• Your clients get partner pricing: 10% off the published percentage fee, when a NexQloud partner broker files.
• You bill your own work directly to your client; for example, the memo on recognizing the refund.
• We pay no referral fees and offer no contingent arrangements, so nothing flows from us to you.

Independence and state rules: AICPA and SEC rules restrict referral and contingent fees for attest and audit clients, and several states bar contingent fees on "a claim for a tax refund" for any client.

Whether a customs refund counts is unsettled, which is one reason we pay nothing.

We screen attest status per client and provide a disclosure template.

You also get CPE training once it's accredited, a co-branded page, deal registration, claim status with your client's consent, and an accounting packet; expected refunds generally represent gain contingencies until realized.