Referral fees
$25–$5,000
Can You Write Off Referral fees?
Short answer: Referral fees — Purchased leads and marketing.
Referral fees may be deductible when purchased for ordinary and necessary use in your insurance / financial advisors business. Documentation of business purpose is usually required.
BW-BUY-01966
medium risk
Referral fees
Typical range: $25–$5,000
Insurance / Financial Advisors
Marketing & Advertising
Lead Generation
Referral fees — Purchased leads and marketing.
BizWriteOffs provides educational information only and is not tax, legal, or accounting advice. Deductibility depends on your specific facts and records. Consult a qualified tax professional.
Business justification
Referral fees may be deductible when purchased for ordinary and necessary use in your insurance / financial advisors business. Documentation of business purpose is usually required.
Write-off library
Lead Generation
Purchased leads and marketing.
Documentation to keep
- Receipts, invoices, or bank/credit card statements
- Written business purpose and date of expense
- Logs or apps tracking business use when mixed personal/business use applies
lead generation
insurance financial
referral fees