UP TO $1,000 IN REWARDS FOR CLIENTS AND PARTNERS!*
We’d love to help them — and reward you for spreading the word!
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$500 for each new Lite recurring monthly client you refer
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$1,000 for each new Core or Elite recurring monthly client you refer
As a thank-you for simply making the introduction, you'll also receive a $50 Amazon Gift Card — even if they don't sign up!**
*Referral rewards apply to qualified referrals who enroll in recurring monthly services. Additional terms may apply.
**Gift card applies to qualified introductions only. A qualified introduction is a real business owner who needs tax planning expertise and is willing to meet with us. Additional terms may apply.
How Referral Earnings Are Paid
Referral bonuses are paid in two parts after your referral officially becomes a client:
- 50% one month after their start date
- 50% three months later
How You’ll Receive Your Bonus
Choose your preferred reward option:
- Apply it toward your future service fees
- Receive a direct bank transfer
- Or get an e-gift card
For Partners
As mentioned above to the referral rewards above, partners can earn an exclusive bonus:
Refer 3 recurring clients and receive a Custom Tax Reduction Plan (valued at $5,000) for your own business.
This is the same premium plan we create for our clients — packed with proven strategies to help you legally reduce your taxes.
Let’s Save Together
Let’s help more people unlock serious tax savings — and reward you along the way!
*Referral bonus amounts depend on the referred client’s service level.
**Please just CC us on the email or do a quick group text to connect us with the person you’re referring.