client referral program
Our referral program is quite simple and easy, and provides a way for you to save money on the cost of your next tax return.
Individuals: For each individual you refer to us for tax preparation or financial advisory services who has never used our services before, and who becomes a client, we will issue you a $25 credit toward the fee for us to prepare your next tax return.
Businesses: For each business you refer to us for accounting, payroll, or tax preparation work, who has never used
our services before, and becomes a client, we will issue you a $50 credit toward the fee for us to prepare your next business or personal tax return.
To participate, use the form below to provide the contact information of individuals and/or businesses who you think could benefit from using the services we offer. We will then contact those whose name you provide and let them know you have referred them to us. After this new client has paid the first invoice for the services we provide to them, we will issue you a credit showing the amount you are able to use against your next income tax preparation fee. You can refer more than one person or business and if the credits you receive exceed the fee for preparing your next tax return, we will carry the excess credit amount over to be applied against a future tax return.
To participate in our referral program, please complete the information below and hit the submit button.
Individuals: For each individual you refer to us for tax preparation or financial advisory services who has never used our services before, and who becomes a client, we will issue you a $25 credit toward the fee for us to prepare your next tax return.
Businesses: For each business you refer to us for accounting, payroll, or tax preparation work, who has never used
our services before, and becomes a client, we will issue you a $50 credit toward the fee for us to prepare your next business or personal tax return.
To participate, use the form below to provide the contact information of individuals and/or businesses who you think could benefit from using the services we offer. We will then contact those whose name you provide and let them know you have referred them to us. After this new client has paid the first invoice for the services we provide to them, we will issue you a credit showing the amount you are able to use against your next income tax preparation fee. You can refer more than one person or business and if the credits you receive exceed the fee for preparing your next tax return, we will carry the excess credit amount over to be applied against a future tax return.
To participate in our referral program, please complete the information below and hit the submit button.
In this section please provide your name, telephone number and email address and let us know that you have talked with those you are referring to us:
