LIMITED-TIME REFERRAL BONUS (JUNE 15–JULY 15)
Earn up to $2,500 per referral — plus a $50 Amazon Gift Card
Know a business owner who could benefit from proactive, strategic tax planning (the kind that actually helps them keep more of what they earn)?
Introduce us. If they become a recurring monthly client, you get rewarded.
Here’s what that looks like:
-
$1,250 for each new recurring Lite client
-
$2,500 for each new recurring Core or Elite client
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!**
It’s that simple — make the connection, and we’ll take great care of them.
*Referral rewards apply to qualified referrals who enroll in recurring monthly services during the promotional period. Gift card applies to qualified introductions. 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.