client referral program
Our referral program is quite simple and easy, yet 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 2017 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 2017 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 - but, you should contact them first and mention that you are providing their name to us. When they become a client, after they have 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 2017 income tax preparation fee. You can refer more than one person or business who becomes a client, and if the credits you receive exceed the fee for preparing your 2017 tax return, we will carry the excess credit amount over to be applied against your 2018 tax return.
Refer Yourself: If you have not used our services in the past, you can refer yourself, and get a credit of $25 toward the fee for us to prepare your 2017 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 2017 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 2017 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 - but, you should contact them first and mention that you are providing their name to us. When they become a client, after they have 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 2017 income tax preparation fee. You can refer more than one person or business who becomes a client, and if the credits you receive exceed the fee for preparing your 2017 tax return, we will carry the excess credit amount over to be applied against your 2018 tax return.
Refer Yourself: If you have not used our services in the past, you can refer yourself, and get a credit of $25 toward the fee for us to prepare your 2017 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:
