Referral

Refer us VIP Client and Earn $1,000

Let us help your friends and business owners that you know with their Tax Planning and Accounting needs to reduce their taxes as much as legally possible! Earn $1,000 for every successfully on-boarded referral!

For qualified referrals, the bonus will be credited in two parts after a successful sign-up. The first credit will occur one month after the sign-up date, and the second credit will follow three months later. The referral bonus will be added to the client's Custom account balance, where it can be used to offset fees payable to us. Please note that the bonus is non-convertible to cash and non-transferable to other accounts or clients.

Step 1 of 2

Referral Bucks
Does your referral own a business?(Required)