Referral

REFER A FRIEND - GET UP TO $1,000! *

Know someone who could benefit from expert Tax Reduction Planning and Accounting to help unlock serious tax savings?

  • Earn up to $1,000 for every successful referral!
  • $500 for each new recurring Lite monthly client you refer.
  • $1,000 for each new recurring Core or Elite monthly client you refer.

It’s our way of saying thank you for spreading the word and trusting us with your network.

How it works:

Referral bonuses are paid in two parts after a successful client sign-up - 50% one month after their start date, and the remaining 50% three months later.

You choose how to receive your bonus:

- Apply it toward future service fees

- Get it as a bank transfer

- Or receive it as an e-gift card

Let’s help more people unlock serious tax savings and reward you in the process!

*Referral bonus amounts depend on the referred client’s service level.

Step 1 of 2

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